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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2101
O'Rourke & Company
Massachusetts
$481K -$14.4K -375 -3%
HWM
2102
Hemington Wealth Management
Virginia
$481K +$3.79K +99 +0.8%
SCM
2103
Spring Capital Management
Texas
$480K – – –
AP
2104
Atwood & Palmer
Missouri
$479K -$4.14K -108 -0.9%
BHA
2105
Beech Hill Advisors
New York
$479K -$153K -4,000 -25%
LWL
2106
Leo Wealth LLC
Texas
$479K +$4.6K +120 +1%
JC
2107
JB Capital
Connecticut
$478K +$18.5K +484 +4%
BOSSRA
2108
B.O.S.S. Retirement Advisors
Utah
$477K +$214K +5,584 +87%
HBW
2109
Hazlett, Burt & Watson
West Virginia
$477K -$3.83K -100 -0.8%
CFA
2110
Cahill Financial Advisors
Minnesota
$477K +$12.3K +322 +3%
S
2111
Sunpointe
Missouri
$476K +$34.9K +910 +8%
SC
2112
Sawyer & Company
Massachusetts
$476K -$81.3K -2,122 -15%
TNA
2113
True North Advisors
Texas
$476K +$70.7K +1,844 +18%
AF
2114
Alerus Financial
North Dakota
$475K -$115 -3 -0%
CWM
2115
Cahaba Wealth Management
Georgia
$473K -$22.2K -580 -5%
LWP
2116
LMG Wealth Partners
Louisiana
$473K -$326K -8,500 -42%
TCWM
2117
Total Clarity Wealth Management
Illinois
$472K -$96.6K -2,520 -18%
BTC
2118
Bank & Trust Company
Illinois
$471K +$454K +11,853 New
OL
2119
Optas LLC
Texas
$471K +$42.4K +1,107 +10%
SCM
2120
Sollinda Capital Management
Florida
$471K -$25.8K -674 -5%
SWA
2121
SFMG Wealth Advisors
Texas
$470K -$29.3K -764 -6%
RWP
2122
Ridgecrest Wealth Partners
California
$469K – – –
CCB
2123
Cutter & Co Brokerage
Missouri
$469K +$8.97K +234 +2%
AIA
2124
Angeles Investment Advisors
California
$468K -$228K -5,958 -34%
MCWA
2125
Meadow Creek Wealth Advisors
Georgia
$468K +$35.4K +924 +9%
83 84
85
86 87