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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MEAC
2226
M.E. Allison & Co
Texas
$695K -$957 -18 -0.1%
KCPT
2227
Kingstone Capital Partners Texas
Texas
$695K -$1.22K -23 -0.2%
IVP
2228
Intrinsic Value Partners
Arizona
$693K -$6.38K -120 -1%
OBWG
2229
Onyx Bridge Wealth Group
New York
$693K +$27.9K +524 +5%
RWP
2230
Ridgecrest Wealth Partners
California
$691K +$20.3K +381 +3%
FLP
2231
Financial Life Planners
Arizona
$690K +$2.82K +53 +0.4%
PSF
2232
Pacific Sun Financial
California
$690K – – –
SIC
2233
Sigma Investment Counselors
Michigan
$688K +$33.2K +624 +5%
NCTC
2234
New Covenant Trust Company
Indiana
$688K +$15.7K +295 +3%
CWP
2235
Curated Wealth Partners
California
$687K +$141K +2,646 +28%
CCM
2236
Check Capital Management
California
$686K +$319 +6 +0%
BWG
2237
Beta Wealth Group
California
$686K +$5.58K +105 +0.9%
PPWM
2238
Paragon Private Wealth Management
Kentucky
$685K +$54.2K +1,020 +9%
LWA
2239
Lantern Wealth Advisors
New York
$685K -$140K -2,633 -18%
LAIC
2240
Lederer & Associates Investment Counsel
California
$684K – – –
SLA
2241
Silver Lake Advisory
Utah
$683K -$52.1K -980 -8%
HIC
2242
Harvey Investment Company
Kentucky
$683K – – –
GP
2243
Guardian Partners
Canada
$681K -$171K -3,206 -21%
MG
2244
McHugh Group
Ohio
$681K – – –
SA
2245
Sovran Advisors
California
$680K -$1.06K -20 -0.2%
PCM
2246
Permanent Capital Management
Illinois
$680K – – –
ATC
2247
Adirondack Trust Company
New York
$679K -$15.1K -283 -2%
ESB
2248
Essex Savings Bank
Connecticut
$678K -$5.16K -97 -0.8%
MHIC
2249
Marble Harbor Investment Counsel
Massachusetts
$678K – – –
FBT
2250
First Bank & Trust
South Dakota
$678K -$1.92K -36 -0.3%
88 89
90
91 92