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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2126
Centric Wealth Management
Illinois
$326K +$99 +3 +0%
IA
2127
IFG Advisors
Missouri
$326K +$6.83K +207 +2%
ACM
2128
Acrisure Capital Management
Texas
$325K +$376K +11,381 New
JCM
2129
Jag Capital Management
Missouri
$325K +$87.8K +2,659 +31%
BAM
2130
Byrne Asset Management
New Jersey
$325K +$334K +10,107 +802%
AMC
2131
Asset Management Corp
Illinois
$325K +$1.85K +56 +0.5%
PAIM
2132
Punch & Associates Investment Management
Minnesota
$324K +$49.5K +1,500 +15%
AFP
2133
Alpha Financial Partners
Kentucky
$324K +$53.7K +1,628 +17%
PSP
2134
Pacific Sage Partners
Washington
$324K – – –
CFA
2135
Cahill Financial Advisors
Minnesota
$323K -$3.83K -116 -1%
RFO
2136
RiverGlades Family Offices
Florida
$323K – – –
RCG
2137
Rock Creek Group
District of Columbia
$322K -$3.93K -119 -1%
SWM
2138
Shelton Wealth Management
Texas
$322K +$5.64K +171 +2%
NO
2139
Ninety One
South Africa
$321K -$27.1K -820 -7%
CAM
2140
Campion Asset Management
Virginia
$321K – – –
FBC
2141
Fairfield, Bush & Co
Connecticut
$320K -$16.5K -500 -4%
BAM
2142
BOS Asset Management
Illinois
$320K -$28.5K -864 -7%
SAA
2143
Southeast Asset Advisors
Georgia
$320K +$369K +11,181 New
OP
2144
ORG Partners
Indiana
$319K +$369K +11,169 New
MTWM
2145
Masso Torrence Wealth Management
New Jersey
$319K -$14.4K -435 -4%
JC
2146
Jacobs & Co
California
$318K – – –
WAG
2147
Wallace Advisory Group
California
$318K +$9.21K +279 +3%
TFA
2148
Toth Financial Advisory
Virginia
$318K +$20K +605 +6%
SSW
2149
Stone Summit Wealth
Florida
$317K -$4.13K -125 -1%
FWA
2150
FSM Wealth Advisors
Ohio
$316K -$9.9K -300 -3%
84 85
86
87 88