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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
2076
Providence First Trust
Arizona
$863K +$829K +15,684 New
AFA
2077
AA Financial Advisors
Ohio
$862K +$105K +1,992 +15%
TC
2078
TAGStone Capital
North Carolina
$860K +$2.33K +44 +0.3%
KIA
2079
Knollwood Investment Advisory
Maryland
$860K – – –
NHT
2080
New Hampshire Trust
New Hampshire
$860K +$51.3K +970 +7%
BWM
2081
Blossom Wealth Management
California
$860K +$19.9K +376 +2%
DW30
2082
Drucker Wealth 3.0
New Jersey
$860K +$125K +2,361 +18%
CCA
2083
Coign Capital Advisors
Utah
$860K +$14.6K +276 +2%
GKWIM
2084
Gerber Kawasaki Wealth & Investment Management
California
$858K +$35.2K +666 +4%
SIG
2085
Sky Investment Group
Connecticut
$857K -$3.49K -66 -0.4%
VCM
2086
Virtue Capital Management
Tennessee
$855K -$1.84M -34,723 -69%
KIM
2087
Kestra Investment Management
Texas
$854K +$81.4K +1,539 +11%
HWA
2088
HHM Wealth Advisors
Tennessee
$850K -$88.8K -1,680 -10%
S
2089
Sunpointe
Missouri
$847K +$68.9K +1,304 +9%
BCM
2090
Boreal Capital Management
Florida
$847K – – –
FFG
2091
Frisch Financial Group
New York
$845K +$28.2K +534 +4%
RIAS
2092
Rachor Investment Advisory Services
Michigan
$845K +$813K +15,371 New
MAG
2093
M3 Advisory Group
Massachusetts
$845K +$7.03K +133 +0.9%
DMBA
2094
Deseret Mutual Benefit Administrators
Utah
$844K -$19K -359 -2%
SL
2095
Summitry LLC
California
$841K -$2.12M -40,193 -72%
UWS
2096
Unique Wealth Strategies
Illinois
$841K +$5.13K +97 +0.6%
SWRP
2097
Summit Wealth & Retirement Planning
California
$841K -$13.3K -251 -2%
CFO
2098
Cambient Family Office
Michigan
$841K +$808K +15,291 New
DA
2099
Doliver Advisors
Texas
$840K +$140K +2,640 +21%
CBT
2100
Crews Bank & Trust
Florida
$839K -$59.1K -1,118 -7%
82 83
84
85 86