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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2051
Sigma Investment Counselors
Michigan
$355K – – –
SWA
2052
SFMG Wealth Advisors
Texas
$355K +$285 +10 +0.1%
SLA
2053
Silver Lake Advisory
Utah
$354K +$885 +31 +0.3%
AAP
2054
Arax Advisory Partners
Colorado
$354K +$44.7K +1,567 +15%
KIG
2055
Kowal Investment Group
Wisconsin
$353K +$1.8K +63 +0.5%
CWS
2056
Confluence Wealth Services
Pennsylvania
$353K -$7.5K -263 -2%
AWM
2057
Aberdeen Wealth Management
Illinois
$352K – – –
RWP
2058
Ridgecrest Wealth Partners
California
$352K -$2.85K -100 -0.8%
SAS
2059
Stelac Advisory Services
New York
$351K -$52.5K -1,841 -13%
GM
2060
Granger Management
New York
$351K -$1.23K -43 -0.4%
BAM
2061
BOS Asset Management
Illinois
$351K +$29.5K +1,033 +9%
CIM
2062
Chapman Investment Management
California
$350K +$57 +2 +0%
HIIFS
2063
Harel Insurance Investments & Financial Services
Israel
$349K -$841K -29,474 -71%
CSPAM
2064
Cary Street Partners Asset Management
Virginia
$349K -$26.2K -918 -7%
FI
2065
Financial Insights
Washington
$348K -$172K -6,032 -33%
EWS
2066
Evergreen Wealth Solutions
Pennsylvania
$348K +$92K +3,223 +36%
CM
2067
Capula Management
Cayman Islands
$348K -$13.7M -480,018 -98%
AFA
2068
Alpha Financial Advisors
North Carolina
$347K +$345K +12,103 New
FPA
2069
First Pacific Advisors
California
$347K -$254K -8,900 -42%
CCFM
2070
Clear Creek Financial Management
Washington
$346K -$9.45K -331 -3%
FTC
2071
Farmers Trust Company
Ohio
$346K – – –
SFB
2072
STAR Financial Bank
Indiana
$346K +$5.42K +190 +2%
SWM
2073
Shelton Wealth Management
Texas
$345K +$22.1K +773 +7%
CPA
2074
Capital Planning Advisors
California
$345K +$63.4K +2,221 +23%
DCM
2075
Deuterium Capital Management
Florida
$345K +$343K +12,028 New
81 82
83
84 85