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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1801
Wealth Effects
Massachusetts
$1.18M – – –
SIA
1802
Strategic Investment Advisors
Michigan
$1.18M -$86.2K -1,621 -7%
PC
1803
Prairiewood Capital
North Dakota
$1.17M +$2.61K +49 +0.2%
CSC
1804
Caldwell Sutter Capital
California
$1.17M -$1.92K -36 -0.2%
RC
1805
Rexford Capital
Texas
$1.17M +$5.16K +97 +0.5%
WG
1806
Winton Group
United Kingdom
$1.17M +$1.09M +20,575 New
CIA
1807
Citadel Investment Advisory
Ohio
$1.17M -$9.31K -175 -0.8%
SP
1808
Stonebrook Private
Michigan
$1.17M +$29.4K +552 +3%
RL
1809
Rogco LP
Oklahoma
$1.17M -$107K -2,010 -9%
OA
1810
Operose Advisors
Wisconsin
$1.17M -$57.8K -1,087 -5%
BEAM
1811
Baker Ellis Asset Management
Washington
$1.17M – – –
DWM
1812
Drive Wealth Management
Utah
$1.17M +$75.3K +1,416 +7%
BB
1813
Bell Bank
North Dakota
$1.17M -$691 -13 -0.1%
CCM
1814
Crew Capital Management
Ohio
$1.17M +$12.5K +235 +1%
NWWA
1815
New Wave Wealth Advisors
Arkansas
$1.17M +$123K +2,306 +13%
CWP
1816
Clark Wealth Partners
Illinois
$1.16M -$9.95K -187 -0.9%
RWP
1817
Revolve Wealth Partners
New Jersey
$1.16M +$276K +5,184 +34%
AA
1818
Aire Advisors
California
$1.16M +$10.7K +202 +1%
HAC
1819
Harbor Advisory Corp
New Hampshire
$1.16M – – –
EA
1820
Everpar Advisors
Oklahoma
$1.16M +$105K +1,983 +11%
EAM
1821
Empirical Asset Management
Massachusetts
$1.16M +$8.99K +169 +0.8%
JF
1822
Jump Financial
Illinois
$1.16M -$34.1M -641,733 -97%
GAM
1823
Gemmer Asset Management
California
$1.16M +$3.78K +71 +0.4%
RB
1824
Renasant Bank
Mississippi
$1.16M +$7.66K +144 +0.7%
SWM
1825
SHP Wealth Management
Massachusetts
$1.16M +$221K +4,149 +26%
71 72
73
74 75