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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1876
Lantz Financial
Illinois
$934K +$6.24K +121 +0.6%
OCM
1877
Orion Capital Management
California
$933K -$41.2K -798 -4%
LCM
1878
LVM Capital Management
Michigan
$931K +$57.1K +1,107 +6%
DWM
1879
Drive Wealth Management
Utah
$930K -$232K -4,487 -19%
VV
1880
Verity & Verity
South Carolina
$927K -$144K -2,799 -13%
KFAS
1881
Keating Financial Advisory Services
Kansas
$927K +$668K +12,939 +213%
JPG
1882
Jordan Park Group
California
$926K – – –
SWP
1883
Summit Wealth Partners
Florida
$926K +$980K +18,999 New
SCI
1884
Stableford Capital II
Arizona
$926K -$26.8K -520 -3%
AU
1885
AlphaGrep UK
$925K +$333K +6,449 +51%
BTWM
1886
Baker Tilly Wealth Management
Wisconsin
$925K +$14.3K +278 +1%
XSC
1887
X-Square Capital
Puerto Rico
$923K -$8.26K -160 -0.8%
KFI
1888
Key Financial Inc
Pennsylvania
$920K +$464 +9 +0%
AF
1889
Advisornet Financial
Minnesota
$919K -$54.5K -1,056 -5%
1C
1890
111 Capital
France
$918K -$295K -5,710 -23%
BWA
1891
Basecamp Wealth Advisors
Washington
$918K -$2.84K -55 -0.3%
WPW
1892
Waldron Private Wealth
Pennsylvania
$918K -$92.8K -1,798 -9%
AWP
1893
Abacus Wealth Partners
California
$918K -$7.79K -151 -0.8%
SFG
1894
Southern Financial Group
Alabama
$917K +$7.64K +148 +0.8%
QI
1895
QV Investors
Alberta, Canada
$917K -$20.6K -400 -2%
OFW
1896
Omnia Family Wealth
Florida
$913K -$152K -2,939 -14%
CNTOF
1897
Canandaigua National Trust of Florida
New York
$911K -$73.2K -1,419 -7%
FI
1898
Finivi Inc
Massachusetts
$911K -$20.4K -396 -2%
OL
1899
OneFund LLC
Florida
$909K -$63.3K -1,227 -6%
CWS
1900
Confluence Wealth Services
Pennsylvania
$904K -$3.87K -75 -0.4%
74 75
76
77 78