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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
2201
Sara-Bay Financial
Florida
$292K -$9.44K -286 -3%
TCB
2202
Texas Capital Bancshares
Texas
$290K +$6.21K +188 +2%
LCGC
2203
Legacy Capital Group California
California
$290K +$335K +10,152 New
JWM
2204
JGP Wealth Management
Oregon
$290K -$58.4K -1,769 -15%
QC
2205
QCM Cayman
Texas
$290K +$131K +3,971 +64%
KFSC
2206
Keystone Financial Services (Colorado)
Colorado
$290K +$334K +10,124 New
TWM
2207
Triton Wealth Management
Arizona
$289K -$4.59K -139 -1%
CW
2208
Channel Wealth
California
$288K +$333K +10,084 New
GFP
2209
Gryphon Financial Partners
Ohio
$288K -$51.9K -1,571 -13%
NQWM
2210
Northwest Quadrant Wealth Management
Oregon
$288K +$1.39K +42 +0.4%
VC
2211
Vicus Capital
Pennsylvania
$288K -$3.86K -117 -1%
AMCA
2212
Arthur M. Cohen & Associates
Illinois
$287K -$108K -3,279 -24%
WW
2213
Westshore Wealth
California
$287K +$11.9K +362 +4%
IP
2214
Investment Partners
Ohio
$287K +$429 +13 +0.1%
HWA
2215
Heartwood Wealth Advisors
Virginia
$287K +$105K +3,195 +47%
CFO
2216
Colony Family Offices
North Carolina
$286K – – –
MME
2217
Meag Munich Ergo
Germany
$286K +$330K +10,000 New
RWI
2218
Red Wave Investments
Pennsylvania
$286K -$10.3K -311 -3%
BAM
2219
Brave Asset Management
New Jersey
$286K – – –
SAM
2220
Synergy Asset Management
Washington
$286K -$74.8K -2,267 -18%
OPCM
2221
Osborne Partners Capital Management
California
$286K +$8.71K +264 +3%
FIB
2222
First Interstate Bank
Montana
$285K -$54K -1,635 -14%
VCP
2223
Vista Capital Partners
Oregon
$285K +$61.9K +1,875 +23%
CCG
2224
Chatham Capital Group
Georgia
$285K – – –
MA
2225
MKT Advisors
California
$285K -$7.79K -236 -2%
87 88
89
90 91