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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
2226
Farmers & Merchants Trust Company
California
$704K +$2.45K +46 +0.4%
AWC
2227
Adamsbrown Wealth Consultants
Kansas
$703K +$1.97K +37 +0.3%
TWM
2228
Tradition Wealth Management
Minnesota
$702K +$32.6K +613 +5%
LWM
2229
Langley Wealth Management
Mississippi
$701K +$655K +12,307 New
KFI
2230
Key Financial Inc
Pennsylvania
$699K -$351K -6,606 -35%
AWM
2231
Aberdeen Wealth Management
Illinois
$698K – – –
MWM
2232
Maridea Wealth Management
New York
$698K +$339K +6,383 +109%
BDFN
2233
Bond & Devick Financial Network
Minnesota
$697K – – –
MWA
2234
Midland Wealth Advisors
Illinois
$697K +$28.3K +533 +5%
AWM
2235
Arista Wealth Management
Nevada
$696K +$1.75K +33 +0.3%
AWG
2236
Altus Wealth Group
Colorado
$696K -$3.99K -75 -0.6%
MAWCM
2237
Mine & Arao Wealth Creation & Management
California
$695K +$1.06K +20 +0.2%
MEAC
2238
M.E. Allison & Co
Texas
$695K -$957 -18 -0.1%
KCPT
2239
Kingstone Capital Partners Texas
Texas
$695K -$1.22K -23 -0.2%
IVP
2240
Intrinsic Value Partners
Arizona
$693K -$6.38K -120 -1%
OBWG
2241
Onyx Bridge Wealth Group
New York
$693K +$27.9K +524 +5%
RWP
2242
Ridgecrest Wealth Partners
California
$691K +$20.3K +381 +3%
FLP
2243
Financial Life Planners
Arizona
$690K +$2.82K +53 +0.4%
PSF
2244
Pacific Sun Financial
California
$690K – – –
SIC
2245
Sigma Investment Counselors
Michigan
$688K +$33.2K +624 +5%
NCTC
2246
New Covenant Trust Company
Indiana
$688K +$15.7K +295 +3%
CWP
2247
Curated Wealth Partners
California
$687K +$141K +2,646 +28%
CCM
2248
Check Capital Management
California
$686K +$319 +6 +0%
BWG
2249
Beta Wealth Group
California
$686K +$5.58K +105 +0.9%
PPWM
2250
Paragon Private Wealth Management
Kentucky
$685K +$54.2K +1,020 +9%
88 89
90
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