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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1851
Zhang Financial
Michigan
$910K -$757 -18 -0.1%
APC
1852
Aspire Private Capital
North Carolina
$910K -$58.4K -1,389 -7%
SCM
1853
Steele Capital Management
Iowa
$909K -$38.2K -908 -5%
CA
1854
Calton & Associates
Florida
$908K +$11.7K +277 +1%
PTP
1855
Platform Technology Partners
New York
$902K +$46.7K +1,110 +6%
VA
1856
Valmark Advisers
Ohio
$902K -$18.1K -430 -2%
FI
1857
Finivi Inc
Massachusetts
$902K -$8.29K -197 -1%
BOJHT
1858
Bank of Jackson Hole Trust
Wyoming
$901K +$41.6K +990 +5%
PWP
1859
Pursue Wealth Partners
California
$901K – – –
EPAM
1860
Evelyn Partners Asset Management
$900K -$34K -808 -4%
JPG
1861
Jordan Park Group
California
$899K – – –
SP
1862
Stonebrook Private
Michigan
$898K -$25.5K -605 -3%
XSC
1863
X-Square Capital
Puerto Rico
$898K -$6.31K -150 -0.8%
JSL
1864
JT Stratford LLC
Georgia
$897K +$125K +2,983 +19%
GPA
1865
Garrison Point Advisors
California
$896K -$277K -6,589 -26%
JFA
1866
JNBA Financial Advisors
Minnesota
$894K – – –
FM
1867
Foster & Motley
Ohio
$893K +$2.99K +71 +0.4%
BF
1868
Brucke Financial
Indiana
$893K +$43.4K +1,032 +6%
DWM
1869
Drive Wealth Management
Utah
$893K +$14.3K +340 +2%
WA
1870
WESPAC Advisors
California
$891K +$126 +3 +0%
TCWA
1871
Turtle Creek Wealth Advisors
Texas
$891K +$112K +2,653 +16%
CWA
1872
Crux Wealth Advisors
California
$890K +$217K +5,167 +38%
PAP
1873
Persistent Asset Partners
Hong Kong
$889K +$790K +18,778 New
CB
1874
Community Bank
New York
$888K +$59K +1,402 +8%
PVI
1875
Pine Valley Investments
New Jersey
$885K +$38.1K +905 +5%
73 74
75
76 77