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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1851
SOA Wealth Advisors
New York
$859K +$16.3K +371 +2%
IWA
1852
Inspirion Wealth Advisors
Illinois
$858K +$880 +20 +0.1%
KA
1853
Kearns & Associates
California
$857K – – –
KBG
1854
Kahn Brothers Group
New York
$854K +$37.6K +854 +5%
AA
1855
Armis Advisers
Georgia
$851K +$851K +19,352 New
LJAC
1856
L.J. Altfest & Co
New York
$850K -$16.3K -370 -2%
FI
1857
Finivi Inc
Massachusetts
$849K -$45.7K -1,039 -5%
GP
1858
Greenline Partners
New York
$846K – – –
T
1859
TOBAM
France
$845K +$22.4K +509 +3%
SIA
1860
Soltis Investment Advisors
Utah
$840K +$45.5K +1,035 +6%
XSC
1861
X-Square Capital
Puerto Rico
$840K -$8.23K -187 -1%
HAG
1862
HF Advisory Group
Maryland
$839K +$33.1K +753 +4%
DWM
1863
Drive Wealth Management
Utah
$839K +$20.9K +476 +3%
SFA
1864
Semmax Financial Advisors
North Carolina
$838K +$11K +250 +1%
WA
1865
WESPAC Advisors
California
$837K +$221K +5,013 +36%
PWP
1866
Pursue Wealth Partners
California
$836K – – –
OFW
1867
Omnia Family Wealth
Florida
$836K +$15.4K +350 +2%
CWM
1868
Circle Wealth Management
New Jersey
$836K -$16.1K -365 -2%
JFA
1869
JNBA Financial Advisors
Minnesota
$835K -$8.27K -188 -1%
JPG
1870
Jordan Park Group
California
$835K – – –
OC
1871
Oakworth Capital
Alabama
$835K -$44K -1,000 -5%
CPSC
1872
Carl P. Sherr & Co
Massachusetts
$834K +$440 +10 +0.1%
VCAM
1873
Van Cleef Asset Management
Ohio
$832K -$12.3K -280 -1%
CFG
1874
CKW Financial Group
Hawaii
$830K -$21.1K -480 -2%
MIM
1875
Morningstar Investment Management
Illinois
$828K -$1.7M -38,680 -67%
73 74
75
76 77