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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
1851
Private Capital Management (Florida)
Florida
$580K – – –
DE
1852
Day & Ennis
Georgia
$580K – – –
RFN
1853
RDA Financial Network
Iowa
$578K -$18.6K -540 -3%
AC
1854
Avestar Capital
New York
$577K +$63.7K +1,850 +12%
WP
1855
WealthSpring Partners
California
$577K -$138K -4,000 -19%
MIFH
1856
Migdal Insurance & Financial Holdings
Israel
$577K +$7.58K +220 +1%
OWM
1857
OneAscent Wealth Management
Alabama
$574K +$310K +8,989 +108%
MSWM
1858
McGlone Suttner Wealth Management
Wisconsin
$574K +$597K +17,318 New
MFC
1859
Mechanics Financial Corp
Ohio
$573K +$192K +5,586 +48%
KFI
1860
Key Financial Inc
Pennsylvania
$572K – – –
SMWM
1861
Silvia McColl Wealth Management
California
$570K +$592K +17,198 New
CCM
1862
Compton Capital Management
Rhode Island
$569K -$86K -2,496 -13%
PHS
1863
Pekin Hardy Strauss
Illinois
$569K +$68.9K +2,000 +13%
CPWA
1864
Cerro Pacific Wealth Advisors
California
$568K +$9.78K +284 +2%
ANBT
1865
American National Bank & Trust
Texas
$568K +$375K +10,895 +174%
WA
1866
WealthTrust Axiom
Pennsylvania
$567K – – –
FAM
1867
Flaharty Asset Management
Florida
$566K -$64.3K -1,866 -10%
FFG
1868
Fortem Financial Group
California
$566K -$50.2K -1,457 -8%
PCM
1869
Pointe Capital Management
Michigan
$562K – – –
C
1870
CEDRUS
Colorado
$562K -$1.69K -49 -0.3%
GKWIM
1871
Gerber Kawasaki Wealth & Investment Management
California
$561K +$3.55K +103 +0.6%
YIA
1872
YHB Investment Advisors
Connecticut
$560K +$6.75K +196 +1%
OFW
1873
Omnia Family Wealth
Florida
$560K +$2.65K +77 +0.5%
MCI
1874
MRP Capital Investments
Georgia
$558K +$580K +16,850 New
HI
1875
Humankind Investments
New York
$558K -$28.2K -819 -5%
73 74
75
76 77