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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
2201
Sara-Bay Financial
Florida
$440K -$134K -3,348 -23%
PCM
2202
Prelude Capital Management
New York
$440K -$237K -5,925 -35%
TF
2203
Trek Financial
Arizona
$440K -$10.7K -266 -2%
APW
2204
Austin Private Wealth
Texas
$439K +$14.1K +352 +3%
SAM
2205
Smithbridge Asset Management
Pennsylvania
$437K – – –
WRPWM
2206
Werba Rubin Papier Wealth Management
California
$436K +$91.5K +2,282 +26%
RHAM
2207
Round Hill Asset Management
California
$436K -$26.7K -665 -6%
KFSC
2208
Keystone Financial Services (Colorado)
Colorado
$435K +$30.3K +757 +7%
TAM
2209
Townsend Asset Management
North Carolina
$435K -$3.13K -78 -0.7%
BWM
2210
Brophy Wealth Management
New Hampshire
$434K +$438K +10,937 New
CIM
2211
Chapman Investment Management
California
$433K +$40 +1 +0%
EWS
2212
Evergreen Wealth Solutions
Pennsylvania
$433K -$53.7K -1,340 -11%
SOS
2213
Silver Oak Securities
Tennessee
$431K +$127K +3,164 +41%
PA
2214
Promethium Advisors
Maryland
$431K +$435K +10,865 New
RPWA
2215
Regent Peak Wealth Advisors
Georgia
$431K +$7.58K +189 +2%
SCM
2216
Sollinda Capital Management
Florida
$430K -$40.1K -1,000 -8%
TFA
2217
Toth Financial Advisory
Virginia
$429K +$160 +4 +0%
VFP
2218
Verus Financial Partners
Virginia
$429K -$10K -250 -2%
OWP
2219
Obermeyer Wealth Partners
Colorado
$429K -$86.3K -2,153 -17%
TGAM
2220
TBH Global Asset Management
Tennessee
$428K +$4.17K +104 +1%
SEIA
2221
Signature Estate & Investment Advisors
California
$428K -$11.4K -284 -3%
AWA
2222
Amplius Wealth Advisors
Pennsylvania
$427K – – –
OFS
2223
Oldfather Financial Services
Nebraska
$427K – – –
BAM
2224
Blueshift Asset Management
New Jersey
$427K +$431K +10,756 New
AC
2225
Apella Capital
Connecticut
$426K -$15.7K -392 -3%
87 88
89
90 91