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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1801
Baker Ellis Asset Management
Washington
$1.17M – – –
DWM
1802
Drive Wealth Management
Utah
$1.17M +$75.3K +1,416 +7%
BB
1803
Bell Bank
North Dakota
$1.17M -$691 -13 -0.1%
CCM
1804
Crew Capital Management
Ohio
$1.17M +$12.5K +235 +1%
NWWA
1805
New Wave Wealth Advisors
Arkansas
$1.17M +$123K +2,306 +13%
CWP
1806
Clark Wealth Partners
Illinois
$1.16M -$9.95K -187 -0.9%
RWP
1807
Revolve Wealth Partners
New Jersey
$1.16M +$276K +5,184 +34%
AA
1808
Aire Advisors
California
$1.16M +$10.7K +202 +1%
HAC
1809
Harbor Advisory Corp
New Hampshire
$1.16M – – –
EA
1810
Everpar Advisors
Oklahoma
$1.16M +$105K +1,983 +11%
EAM
1811
Empirical Asset Management
Massachusetts
$1.16M +$8.99K +169 +0.8%
JF
1812
Jump Financial
Illinois
$1.16M -$34.1M -641,733 -97%
GAM
1813
Gemmer Asset Management
California
$1.16M +$3.78K +71 +0.4%
RB
1814
Renasant Bank
Mississippi
$1.16M +$7.66K +144 +0.7%
SWM
1815
SHP Wealth Management
Massachusetts
$1.16M +$221K +4,149 +26%
SPF
1816
South Plains Financial
Texas
$1.16M -$34.5K -648 -3%
PA
1817
Procyon Advisors
Connecticut
$1.16M -$121K -2,276 -10%
PA
1818
PFG Advisors
Arizona
$1.16M -$193K -3,637 -15%
DWM
1819
Destination Wealth Management
California
$1.15M -$9.57K -180 -0.9%
HWMO
1820
Heritage Wealth Management (Ohio)
Ohio
$1.15M -$4.57K -86 -0.4%
WDA
1821
Wendell David Associates
New Hampshire
$1.15M -$11.3K -212 -1%
LCM
1822
Leisure Capital Management
California
$1.15M -$43.8K -824 -4%
CAM
1823
Councilmark Asset Management
Tennessee
$1.14M +$7.98K +150 +0.8%
CCC
1824
Chelsea Counsel Company
California
$1.14M – – –
PCM
1825
Potomac Capital Management
New York
$1.14M – – –
71 72
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74 75