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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1851
Klingman & Associates
New York
$1.11M +$57.1K +1,074 +6%
CMTU
1852
Capital Markets Trading (UK)
United Kingdom
$1.11M -$1.04M -19,465 -50%
XSC
1853
X-Square Capital
Puerto Rico
$1.11M +$33.2K +624 +3%
GCA
1854
Gradient Capital Advisors
California
$1.11M -$115K -2,163 -10%
OC
1855
Opinicus Capital
Florida
$1.11M +$2.87K +54 +0.3%
KA
1856
Kearns & Associates
California
$1.11M – – –
CH
1857
Cromwell Holdings
Wyoming
$1.11M +$325K +6,104 +46%
UAG
1858
United Advisor Group
Ohio
$1.11M -$514K -9,672 -33%
NB
1859
NBH Bank
Colorado
$1.1M +$1.03M +19,352 New
RBWA
1860
RFG - Bristol Wealth Advisors
Massachusetts
$1.1M -$66.7K -1,254 -6%
FWA
1861
Flagship Wealth Advisors
Massachusetts
$1.1M +$522K +9,810 +103%
AF
1862
Advisornet Financial
Minnesota
$1.1M +$24.7K +465 +2%
EWM
1863
Edge Wealth Management
New York
$1.1M -$10.6K -199 -1%
LF
1864
Lantz Financial
Illinois
$1.1M +$6.06K +114 +0.6%
SWP
1865
Summit Wealth Partners
Florida
$1.1M +$11.6K +219 +1%
KWM
1866
Keebeck Wealth Management
Illinois
$1.09M +$307K +5,773 +43%
MPWS
1867
McCarter Private Wealth Services
Massachusetts
$1.09M -$184K -3,454 -15%
WW
1868
Waterfront Wealth
Kansas
$1.09M +$53 +1 +0%
LCM
1869
LVM Capital Management
Michigan
$1.09M – – –
NWAG
1870
Net Worth Advisory Group
Utah
$1.08M -$205K -3,855 -17%
PGWM
1871
Pitti Group Wealth Management
New York
$1.08M -$119K -2,234 -11%
BCM
1872
Brasada Capital Management
Texas
$1.08M -$53.2K -1,000 -5%
JPG
1873
Jordan Park Group
California
$1.08M – – –
EFA
1874
Evernest Financial Advisors
Indiana
$1.08M +$37.3K +701 +4%
RZH
1875
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$47.3K +890 +5%
73 74
75
76 77