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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2151
Stone Summit Wealth
Florida
$784K -$5.29K -100 -0.7%
DAM
2152
Directional Asset Management
Illinois
$783K +$752K +14,234 New
PW
2153
Paladin Wealth
Minnesota
$781K -$45.9K -868 -6%
SW
2154
SlateStone Wealth
Florida
$778K +$15.1K +286 +2%
WWM
2155
Whalen Wealth Management
Nevada
$776K +$746K +14,109 New
CSB
2156
City State Bank
Iowa
$776K -$5.29K -100 -0.7%
SOAM
2157
SBI Okasan Asset Management
Japan
$775K +$740K +14,000 New
FM
2158
Family Management
New York
$772K +$256K +4,849 +53%
BRG
2159
Bay Rivers Group
Virginia
$769K +$13.2K +250 +2%
FMN
2160
Financial Management Network
California
$769K -$7.72K -146 -1%
LWL
2161
Leo Wealth LLC
Texas
$769K +$313K +5,925 +73%
RWP
2162
Revolve Wealth Partners
New Jersey
$767K -$41.2K -779 -5%
RCA
2163
Ranch Capital Advisors
Florida
$766K +$190K +3,592 +35%
KFP
2164
KMG Fiduciary Partners
Ohio
$766K +$3.33K +63 +0.5%
FCFC
2165
First Citizens Financial Corp
Iowa
$765K -$114K -2,152 -13%
KWM
2166
Keebeck Wealth Management
Illinois
$762K +$71.9K +1,360 +11%
AWP
2167
Ascent Wealth Partners
New York
$761K -$42.1K -796 -5%
LC
2168
Lawood & Co
Pennsylvania
$760K +$731K +13,827 New
TIA
2169
Tiemann Investment Advisors
California
$760K -$52.9K -1,000 -7%
SWP
2170
Strategic Wealth Partners
Ohio
$760K -$2.54K -48 -0.3%
RP
2171
Rice Partnership
Hawaii
$759K +$306K +5,788 +72%
CNBTD
2172
Citizens National Bank Trust Department
Mississippi
$757K – – –
CPWA
2173
Cerro Pacific Wealth Advisors
California
$755K +$951 +18 +0.1%
GIA
2174
Guyasuta Investment Advisors
Pennsylvania
$754K -$105K -1,986 -13%
TBFA
2175
Three Bearings Fiduciary Advisors
New Hampshire
$752K +$747K +14,130 New
85 86
87
88 89