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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2201
Thrive Wealth Management
Pennsylvania
$573K +$14.8K +351 +3%
CA
2202
Crumly & Associates
Illinois
$570K -$80.4K -1,912 -14%
OIA
2203
Optimum Investment Advisors
Illinois
$570K +$252 +6 +0%
RA
2204
Rise Advisors
New York
$569K -$19.1K -453 -4%
FLP
2205
Financial Life Planners
Arizona
$569K -$3.66K -87 -0.7%
TCM
2206
Towercrest Capital Management
Pennsylvania
$569K – – –
TF
2207
Trek Financial
Arizona
$569K -$33.2K -788 -6%
AT
2208
Arlington Trust
Alabama
$568K – – –
CCI
2209
Credit Capital Investments
New Jersey
$568K -$337K -8,000 -40%
ASC
2210
Atalanta Sosnoff Capital
New York
$568K +$16.1K +383 +3%
TBT
2211
Texas Bank & Trust
Texas
$567K +$271K +6,434 +116%
GFA
2212
Gallagher Fiduciary Advisors
Illinois
$567K +$12.2K +291 +2%
HIC
2213
Harvey Investment Company
Kentucky
$567K – – –
SB
2214
Sunflower Bank
Texas
$567K +$20.6K +490 +4%
KWM
2215
Keebeck Wealth Management
Illinois
$566K +$24.3K +577 +5%
MAM
2216
MMA Asset Management
Pennsylvania
$565K -$6.06K -144 -1%
KIM
2217
Kestra Investment Management
Texas
$565K -$88.3K -2,099 -15%
SPWM
2218
Schrum Private Wealth Management
Florida
$564K +$547 +13 +0.1%
SAM
2219
S.A. Mason
Michigan
$564K +$210 +5 +0%
FFS
2220
Founders Financial Securities
Maryland
$564K -$10.8K -256 -2%
WAOTB
2221
Wealth Advisors of Tampa Bay
Florida
$563K – – –
MAWCM
2222
Mine & Arao Wealth Creation & Management
California
$563K +$968 +23 +0.2%
KBG
2223
Kahn Brothers Group
New York
$562K -$227K -5,388 -31%
MSWM
2224
Mowery & Schoenfeld Wealth Management
Illinois
$561K – – –
BTC
2225
Bank & Trust Company
Illinois
$561K – – –
87 88
89
90 91