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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSCM
2226
Front Street Capital Management
Montana
$708K +$51.1K +966 +8%
RA
2227
Riversedge Advisors
Delaware
$707K +$21.6K +409 +3%
AS
2228
Altshuler Shaham
Israel
$707K -$1.32M -25,048 -66%
GFA
2229
Gallagher Fiduciary Advisors
Illinois
$707K +$30.8K +583 +5%
RCG
2230
Regatta Capital Group
California
$705K -$6.45K -122 -0.9%
EA
2231
Ergawealth Advisors
Illinois
$704K – – –
GA
2232
Greenspring Advisors
Maryland
$703K +$676K +12,788 New
AP
2233
Atwood & Palmer
Missouri
$702K -$40.5K -766 -6%
SAM
2234
S.A. Mason
Michigan
$701K -$1.85K -35 -0.3%
CH
2235
Cromwell Holdings
Wyoming
$700K – – –
CM
2236
Capula Management
Cayman Islands
$698K -$2.64M -49,997 -80%
AWM
2237
Aberdeen Wealth Management
Illinois
$695K +$4.49K +85 +0.7%
RPWA
2238
Regent Peak Wealth Advisors
Georgia
$693K +$29K +548 +5%
ESB
2239
Essex Savings Bank
Connecticut
$693K +$39K +738 +6%
RFP
2240
Root Financial Partners
California
$692K +$12.7K +240 +2%
LAM
2241
Lewis Asset Management
California
$692K -$13.2K -249 -2%
AGP
2242
Autumn Glory Partners
Texas
$691K -$20.7K -391 -3%
CWA
2243
CM Wealth Advisors
Ohio
$690K +$663K +12,548 New
AFG
2244
ABLE Financial Group
Arizona
$690K +$49.6K +938 +8%
MF
2245
Montis Financial
Massachusetts
$689K +$93K +1,760 +16%
AU
2246
AlphaGrep UK
$689K +$662K +12,527 New
DWM
2247
Destination Wealth Management
California
$688K -$72.2K -1,366 -10%
LWA
2248
Lantern Wealth Advisors
New York
$688K +$7.03K +133 +1%
UCB
2249
United Community Bank
South Carolina
$686K -$104K -1,961 -14%
KFSC
2250
Keystone Financial Services (Colorado)
Colorado
$685K -$6.98K -132 -1%
88 89
90
91 92