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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1776
Humankind Investments
New York
$533K +$75.4K +2,256 +15%
SWM
1777
Silverlake Wealth Management
Vermont
$532K -$305K -9,118 -34%
SWM
1778
Selective Wealth Management
Virginia
$531K -$490K -14,650 -45%
NFG
1779
Nations Financial Group
Iowa
$531K -$19.5K -582 -3%
AWM
1780
Aprio Wealth Management
Georgia
$529K +$61.8K +1,849 +12%
PCMF
1781
Private Capital Management (Florida)
Florida
$529K +$586K +17,515 New
DE
1782
Day & Ennis
Georgia
$528K -$33 -1 -0%
MCA
1783
MSH Capital Advisors
Arizona
$524K +$13.9K +417 +2%
FWP
1784
Firethorn Wealth Partners
Georgia
$524K -$18.3K -547 -3%
AWM
1785
Abound Wealth Management
Tennessee
$521K +$9.86K +295 +2%
TIA
1786
Tiemann Investment Advisors
California
$520K -$1.67K -50 -0.3%
TP
1787
Tranquility Partners
Tennessee
$519K – – –
MIFH
1788
Migdal Insurance & Financial Holdings
Israel
$519K +$575K +17,200 New
GDP
1789
Great Diamond Partners
Maine
$518K -$92.6K -2,769 -14%
ESB
1790
Essex Savings Bank
Connecticut
$518K -$10.6K -317 -2%
DA
1791
DSC Advisors
Illinois
$516K -$130K -3,898 -19%
WA
1792
WealthTrust Axiom
Pennsylvania
$516K -$11K -330 -2%
EWA
1793
EverSource Wealth Advisors
Alabama
$515K -$12K -360 -2%
MLA
1794
My Legacy Advisors
Oregon
$515K +$64.6K +1,933 +13%
AGP
1795
Autumn Glory Partners
Texas
$514K – – –
C
1796
CEDRUS
Colorado
$514K +$5.38K +161 +1%
PCM
1797
Pointe Capital Management
Michigan
$513K +$5.12K +153 +0.9%
PGWM
1798
Pitti Group Wealth Management
New York
$513K +$11.6K +348 +2%
SFWA
1799
Summit Financial Wealth Advisors
Louisiana
$512K – – –
SIA
1800
SkyView Investment Advisors
New Jersey
$512K +$1.71K +51 +0.3%
70 71
72
73 74