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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BlueStem Wealth Partners
2226
BlueStem Wealth Partners
Minnesota
$605K +$343K +6,649 +116%
Ferguson Wellman Capital Management
2227
Ferguson Wellman Capital Management
Oregon
$603K -$36.1K -700 -5%
SLC
2228
Second Line Capital
Louisiana
$603K -$32.5K -630 -5%
Canvas Wealth Advisors
2229
Canvas Wealth Advisors
Kansas
$603K -$49.2K -953 -7%
CPWM
2230
Cypress Point Wealth Management
Texas
$602K +$366K +7,094 +135%
SCA
2231
Stokes Capital Advisors
South Carolina
$601K +$370K +7,179 +139%
MA
2232
Mezzasalma Advisors
New Jersey
$601K +$56.8K +1,100 +10%
FMTC
2233
Farmers & Merchants Trust Company
California
$600K – – –
Hills Bank & Trust
2234
Hills Bank & Trust
Iowa
$599K +$136K +2,633 +27%
AWC
2235
Adamsbrown Wealth Consultants
Kansas
$599K +$43.4K +841 +7%
IVP
2236
Intrinsic Value Partners
Arizona
$599K -$58.8K -1,140 -8%
AWG
2237
Altus Wealth Group
Colorado
$599K -$1.55K -30 -0.2%
AWM
2238
Aberdeen Wealth Management
Illinois
$598K -$19.9K -385 -3%
LAM
2239
LECAP Asset Management
United Kingdom
$597K +$632K +12,254 New
Gould Asset Management
2240
Gould Asset Management
California
$597K +$20.5K +398 +3%
Red Door Wealth Management
2241
Red Door Wealth Management
Tennessee
$597K +$15.9K +308 +3%
MF
2242
Montis Financial
Massachusetts
$596K -$15.2K -294 -2%
BDFN
2243
Bond & Devick Financial Network
Minnesota
$596K +$39K +756 +7%
Transamerica Financial Advisors
2244
Transamerica Financial Advisors
Florida
$595K +$178K +3,440 +39%
MEAC
2245
M.E. Allison & Co
Texas
$595K +$155 +3 +0%
KCPT
2246
Kingstone Capital Partners Texas
Texas
$595K +$9.18K +178 +1%
ATC
2247
Adirondack Trust Company
New York
$595K -$39.3K -761 -6%
Fort Point Capital Partners
2248
Fort Point Capital Partners
California
$595K +$41K +795 +7%
RLH
2249
RD Lewis Holdings
Florida
$594K -$877 -17 -0.2%
Arista Wealth Management
2250
Arista Wealth Management
Nevada
$594K +$629K +12,187 New