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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2051
Revolve Wealth Partners
New Jersey
$432K -$5.62K -193 -1%
KW
2052
KWB Wealth
California
$431K +$2.97K +102 +0.8%
EA
2053
Ergawealth Advisors
Illinois
$431K – – –
AFG
2054
Albion Financial Group
Utah
$430K – – –
OA
2055
Oxbow Advisors
Texas
$429K +$1.19K +41 +0.3%
WA
2056
Wealthstream Advisors
New York
$428K +$370K +12,701 New
HWM
2057
Hemington Wealth Management
Virginia
$427K +$1.95K +67 +0.5%
CG
2058
Clarus Group
Texas
$426K -$7.37K -253 -2%
SRAM
2059
Spouting Rock Asset Management
Pennsylvania
$425K +$368K +12,635 New
FPCP
2060
Fort Point Capital Partners
California
$425K +$3.76K +129 +1%
UCB
2061
United Community Bank
South Carolina
$425K +$189K +6,491 +106%
MW
2062
Maia Wealth
Colorado
$425K +$367K +12,614 New
TWM
2063
Tradition Wealth Management
Minnesota
$424K +$5.42K +186 +1%
IF
2064
Integrity Financial
Wyoming
$424K -$23K -790 -6%
ACM
2065
Arcataur Capital Management
Wisconsin
$423K -$582 -20 -0.2%
CWS
2066
Confluence Wealth Services
Pennsylvania
$423K +$7.05K +242 +2%
CIM
2067
CIM Investment Management
Pennsylvania
$423K – – –
V
2068
VeraBank
Texas
$423K +$1.63K +56 +0.4%
HA
2069
HC Advisors
Georgia
$422K +$7.1K +244 +2%
TFCP
2070
Twin Focus Capital Partners
Massachusetts
$422K – – –
FFC
2071
First Financial Corp
Indiana
$422K +$11.4K +390 +3%
KFA
2072
Kapstone Financial Advisors
Ohio
$421K – – –
D
2073
Diversified
Delaware
$421K +$48.3K +1,659 +15%
CCB
2074
Cutter & Co Brokerage
Missouri
$419K +$6.49K +223 +2%
MCM
2075
MV Capital Management
Maryland
$419K -$45.4K -1,561 -11%
81 82
83
84 85