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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2176
Thrive Wealth Management
Pennsylvania
$555K -$9.11K -207 -2%
SLA
2177
Silver Lake Advisory
Utah
$555K +$3.17K +72 +0.6%
LWL
2178
Leo Wealth LLC
Texas
$554K +$26.6K +604 +5%
PCM
2179
Permanent Capital Management
Illinois
$553K +$553K +12,575 New
AWM
2180
Aberdeen Wealth Management
Illinois
$552K – – –
AWM
2181
Ariadne Wealth Management
California
$551K +$2.86K +65 +0.6%
MC
2182
Machina Capital
France
$551K -$180K -4,093 -25%
CG
2183
Clarus Group
Texas
$550K +$1.41K +32 +0.3%
PSF
2184
Pacific Sun Financial
California
$550K – – –
GPA
2185
Guidance Point Advisors
Massachusetts
$549K -$22.5K -511 -4%
JC
2186
JB Capital
Connecticut
$549K -$22.4K -509 -4%
OP
2187
ORG Partners
Indiana
$548K +$22K +500 +4%
BIA
2188
Barry Investment Advisors
Massachusetts
$548K -$103K -2,352 -16%
ACM
2189
Arcataur Capital Management
Wisconsin
$547K – – –
VCM
2190
Versant Capital Management
Arizona
$547K +$166K +3,781 +44%
FNBOO
2191
First National Bank of Omaha
Nebraska
$546K -$50.2K -1,142 -8%
FCMC
2192
Founders Capital Management (Connecticut)
Connecticut
$546K – – –
MEG
2193
Millstone Evans Group
Colorado
$546K +$547K +12,427 New
SWA
2194
Sax Wealth Advisors
New Jersey
$546K +$546K +12,417 New
KFA
2195
Kapstone Financial Advisors
Ohio
$545K -$39.6K -901 -7%
MCM
2196
Morton Capital Management
California
$545K +$440 +10 +0.1%
MBFW
2197
Morton Brown Family Wealth
Pennsylvania
$544K +$8.36K +190 +2%
CIA
2198
Cape Investment Advisory
Georgia
$542K -$12.5K -284 -2%
WAG
2199
Wallace Advisory Group
California
$540K -$141K -3,199 -19%
RA
2200
Rise Advisors
New York
$538K -$2.29K -52 -0.4%
86 87
88
89 90