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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2151
Seven Mile Advisory
New Jersey
$374K +$14.9K +513 +5%
AFG
2152
ABLE Financial Group
Arizona
$373K -$122K -4,200 -27%
LWL
2153
Leo Wealth LLC
Texas
$373K +$313K +10,765 New
FMP
2154
Financial Management Professionals
Texas
$373K -$114K -3,901 -26%
WAM
2155
WFA Asset Management
Wisconsin
$372K +$1.54K +53 +0.5%
SFB
2156
STAR Financial Bank
Indiana
$372K – – –
CAM
2157
Cozad Asset Management
Illinois
$371K +$2.91K +100 +0.9%
SEP
2158
Southland Equity Partners
Missouri
$370K -$15.9K -545 -5%
HCA
2159
Harbor Capital Advisors
Illinois
$369K -$2.45K -84 -0.1%
PCA
2160
Prosperity Capital Advisors
Ohio
$369K +$17.6K +604 +6%
EFM
2161
E Fund Management
China
$367K +$3.58K +123 +1%
SB
2162
Sunflower Bank
Texas
$367K -$13.3K -457 -4%
BWAM
2163
Boyd Watterson Asset Management
Ohio
$366K -$27.2K -934 -8%
WP
2164
WMS Partners
Maryland
$365K +$31K +1,065 +11%
AAP
2165
Arax Advisory Partners
Colorado
$364K -$44.5K -1,529 -12%
SWP
2166
Semus Wealth Partners
Florida
$364K -$34.8K -1,194 -10%
MWAM
2167
Manhattan West Asset Management
California
$364K -$132K -4,550 -30%
TFA
2168
Toth Financial Advisory
Virginia
$364K -$5.59K -192 -2%
APC
2169
Aspire Private Capital
North Carolina
$363K -$376K -12,902 -54%
OFS
2170
Oldfather Financial Services
Nebraska
$363K -$408 -14 -0.1%
PFA
2171
Pathway Financial Advisors
Vermont
$362K +$5.45K +187 +2%
WP
2172
WealthPLAN Partners
Nebraska
$362K -$82.5K -2,833 -21%
MCCA
2173
Mill Creek Capital Advisors
Pennsylvania
$362K +$62.6K +2,150 +25%
SSW
2174
Stone Summit Wealth
Florida
$361K -$39.2K -1,346 -11%
SIC
2175
Sigma Investment Counselors
Michigan
$361K -$37.7K -1,295 -11%
85 86
87
88 89