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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1851
Dark Forest Capital Management
Puerto Rico
$693K +$668K +17,437 New
VCM
1852
Virtue Capital Management
Tennessee
$692K -$14K -366 -2%
BB
1853
Bell Bank
North Dakota
$692K +$537 +14 +0.1%
WAG
1854
Wallace Advisory Group
California
$691K +$51.5K +1,345 +8%
SFA
1855
Semmax Financial Advisors
North Carolina
$689K +$64.9K +1,694 +10%
EFA
1856
Evernest Financial Advisors
Indiana
$688K +$15.8K +412 +2%
VWM
1857
Venturi Wealth Management
Texas
$688K +$85.7K +2,236 +15%
ICP
1858
Interchange Capital Partners
Pennsylvania
$688K +$328K +8,559 +98%
MHIC
1859
Marble Harbor Investment Counsel
Massachusetts
$687K -$38.3K -1,000 -5%
HAG
1860
HF Advisory Group
Maryland
$687K +$62.3K +1,625 +10%
OWM
1861
OneAscent Wealth Management
Alabama
$685K -$98.8K -2,578 -13%
AWM
1862
AllSquare Wealth Management
New York
$684K – – –
BCA
1863
Bay Colony Advisors
Massachusetts
$684K -$16K -418 -2%
ADMI
1864
Albert D. Mason Inc
Massachusetts
$683K -$12.1K -316 -2%
IP
1865
Ignite Planners
California
$683K -$10.6K -277 -2%
VCP
1866
Verus Capital Partners
Arizona
$683K +$38.3K +999 +6%
GWP
1867
Gateway Wealth Partners
Wisconsin
$683K +$281K +7,345 +75%
HB
1868
HTLF Bank
Colorado
$683K +$2.3K +60 +0.4%
MAWA
1869
Moss Adams Wealth Advisors
Washington
$683K +$106K +2,767 +19%
DDPIC
1870
Deroy & Devereaux Private Investment Counsel
Michigan
$681K – – –
LPP
1871
Life Planning Partners
Florida
$680K -$88.2K -2,302 -12%
WCM
1872
Whitener Capital Management
North Carolina
$680K +$30.4K +792 +5%
OA
1873
Oxbow Advisors
Texas
$680K +$174K +4,551 +36%
MSWM
1874
McGlone Suttner Wealth Management
Wisconsin
$680K -$120K -3,127 -13%
FAG
1875
Fortitude Advisory Group
Washington
$678K -$267K -6,962 -29%
73 74
75
76 77