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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2051
Coign Capital Advisors
Utah
$606K +$7.04K +158 +1%
AP
2052
Atwood & Palmer
Missouri
$605K +$154K +3,457 +31%
RWPA
2053
Richard W. Paul & Associates
Michigan
$602K +$223 +5 +0%
LGW
2054
Leslie Global Wealth
Illinois
$602K -$4.72K -106 -0.7%
CRC
2055
Curi RMB Capital
Illinois
$602K -$736K -16,506 -53%
WG
2056
Winton Group
United Kingdom
$601K -$2.77M -62,184 -81%
MCA
2057
Magnolia Capital Advisors
Mississippi
$600K -$1.47K -33 -0.2%
NFA
2058
Northern Financial Advisors
Michigan
$600K +$11.2K +252 +2%
TC
2059
TAGStone Capital
North Carolina
$600K -$241K -5,419 -27%
KOC
2060
Koss-Olinger Consulting
Florida
$599K +$43.7K +980 +7%
EC
2061
EntryPoint Capital
New York
$599K +$640K +14,352 New
PBF
2062
Petix & Botte Financial
California
$598K – – –
HC
2063
Hara Capital
Washington
$598K -$94.7K -2,125 -13%
BFG
2064
Berger Financial Group
Minnesota
$597K +$29.8K +669 +5%
MAG
2065
M3 Advisory Group
Massachusetts
$596K +$21.6K +485 +4%
GKWIM
2066
Gerber Kawasaki Wealth & Investment Management
California
$596K +$25.2K +565 +4%
SW
2067
SlateStone Wealth
Florida
$595K -$10.6K -238 -2%
ST
2068
Spinnaker Trust
Maine
$593K -$37.9K -850 -6%
SAM
2069
Strive Asset Management
Ohio
$592K -$277K -6,218 -30%
SGI
2070
Summit Global Investments
Utah
$590K -$3.72M -83,408 -85%
RWP
2071
Revolve Wealth Partners
New Jersey
$590K +$10.7K +240 +2%
FA
2072
Fountainhead AM
New Jersey
$589K +$110K +2,475 +21%
WAG
2073
Wallace Advisory Group
California
$589K -$9.45K -212 -2%
BDFN
2074
Bond & Devick Financial Network
Minnesota
$589K -$5.75K -129 -0.9%
PFA
2075
Pathway Financial Advisers
Indiana
$588K -$1.87K -42 -0.3%
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