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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2201
Cascade Financial Partners
California
$714K +$74K +1,391 +12%
RA
2202
Riversedge Advisors
Delaware
$714K +$122K +2,301 +23%
BWP
2203
BlueStem Wealth Partners
Minnesota
$714K +$6.54K +123 +1%
RA
2204
Rise Advisors
New York
$713K +$10.5K +198 +2%
EHAM
2205
Eagle Harbor Asset Management
Washington
$712K -$116K -2,177 -15%
CWA
2206
Canvas Wealth Advisors
Kansas
$710K +$5.42K +102 +0.8%
MF
2207
Montis Financial
Massachusetts
$708K +$10.5K +197 +2%
CA
2208
Calton & Associates
Florida
$708K -$227K -4,268 -26%
SSWM
2209
Sheets Smith Wealth Management
North Carolina
$707K +$745 +14 +0.1%
SB
2210
Sunflower Bank
Texas
$707K +$40.9K +769 +7%
WIM
2211
Warwick Investment Management
Texas
$707K +$38.1K +716 +6%
DCM
2212
Donaldson Capital Management
Indiana
$705K +$658K +12,374 New
RDWM
2213
Red Door Wealth Management
Tennessee
$704K +$5.8K +109 +0.9%
FMTC
2214
Farmers & Merchants Trust Company
California
$704K +$2.45K +46 +0.4%
AWC
2215
Adamsbrown Wealth Consultants
Kansas
$703K +$1.97K +37 +0.3%
TWM
2216
Tradition Wealth Management
Minnesota
$702K +$32.6K +613 +5%
LWM
2217
Langley Wealth Management
Mississippi
$701K +$655K +12,307 New
KFI
2218
Key Financial Inc
Pennsylvania
$699K -$351K -6,606 -35%
AWM
2219
Aberdeen Wealth Management
Illinois
$698K – – –
MWM
2220
Maridea Wealth Management
New York
$698K +$339K +6,383 +109%
BDFN
2221
Bond & Devick Financial Network
Minnesota
$697K – – –
MWA
2222
Midland Wealth Advisors
Illinois
$697K +$28.3K +533 +5%
AWM
2223
Arista Wealth Management
Nevada
$696K +$1.75K +33 +0.3%
AWG
2224
Altus Wealth Group
Colorado
$696K -$3.99K -75 -0.6%
MAWCM
2225
Mine & Arao Wealth Creation & Management
California
$695K +$1.06K +20 +0.2%
87 88
89
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