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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1826
Whitener Capital Management
North Carolina
$1M +$63.4K +1,300 +7%
IIA
1827
IPG Investment Advisors
California
$1M -$11K -225 -1%
HWA
1828
Heritage Wealth Advisors
Virginia
$1M – – –
NICM
1829
Neo Ivy Capital Management
New York
$1M -$167K -3,432 -15%
CWM
1830
Circle Wealth Management
New Jersey
$1,000K +$146 +3 +0%
MFGM
1831
Marshall Financial Group (Maryland)
Maryland
$999K +$8.05K +165 +0.9%
BOJHT
1832
Bank of Jackson Hole Trust
Wyoming
$999K +$15.4K +315 +2%
SIA
1833
SkyView Investment Advisors
New Jersey
$997K -$13.1K -269 -1%
FM
1834
Foster & Motley
Ohio
$992K +$17.3K +354 +2%
SP
1835
Stonebrook Private
Michigan
$991K +$11.4K +233 +1%
SCM
1836
Steele Capital Management
Iowa
$990K – – –
DWM
1837
Drive Wealth Management
Utah
$990K +$16.4K +337 +2%
MPWS
1838
McCarter Private Wealth Services
Massachusetts
$989K +$36.1K +740 +4%
FI
1839
Finivi Inc
Massachusetts
$988K +$4.44K +91 +0.5%
PTP
1840
Platform Technology Partners
New York
$986K +$2.29K +47 +0.2%
PWP
1841
Pursue Wealth Partners
California
$982K – – –
XSC
1842
X-Square Capital
Puerto Rico
$981K +$1.9K +39 +0.2%
JPG
1843
Jordan Park Group
California
$980K – – –
ZF
1844
Zhang Financial
Michigan
$980K -$11.9K -244 -1%
CAM
1845
Columbia Asset Management
Michigan
$978K -$31.6K -647 -3%
GPA
1846
Garrison Point Advisors
California
$977K +$49 +1 +0%
PVI
1847
Pine Valley Investments
New Jersey
$976K +$10.8K +221 +1%
BMCM
1848
Bryn Mawr Capital Management
Pennsylvania
$973K +$49.8K +1,020 +6%
OL
1849
OneFund LLC
Florida
$970K +$36.5K +749 +4%
EPAM
1850
Evelyn Partners Asset Management
$966K -$14.5K -298 -2%
72 73
74
75 76