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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2251
Prosperity Capital Advisors
Ohio
$678K +$88.8K +1,670 +16%
TPA
2252
Trivium Point Advisory
Connecticut
$677K -$543K -10,217 -46%
MSR
2253
Main Street Research
Connecticut
$676K -$3.94K -74 -0.6%
MWM
2254
Maltin Wealth Management
New Jersey
$676K +$9.36K +176 +2%
BTC
2255
Bank & Trust Company
Illinois
$675K – – –
KLWA
2256
Kelly Lawrence W & Associates
California
$675K – – –
MBFW
2257
Morton Brown Family Wealth
Pennsylvania
$674K +$1.01K +19 +0.2%
LCWP
2258
Legacy Capital Wealth Partners
Arkansas
$670K +$4.47K +84 +0.7%
TWM
2259
Thrive Wealth Management
Pennsylvania
$669K -$22.5K -423 -3%
VNA
2260
Valley National Advisers
Pennsylvania
$669K +$29.8K +560 +5%
ALA
2261
Atlas Legacy Advisors
California
$669K +$189K +3,560 +42%
IA
2262
IFG Advisors
Missouri
$667K +$213 +4 +0%
FOA
2263
Five Oceans Advisors
California
$667K +$4.09K +77 +0.7%
OFO
2264
OneAscent Family Office
Alabama
$666K +$77.9K +1,465 +14%
CAC
2265
Core Alternative Capital
Georgia
$665K +$87.9K +1,653 +16%
TFG
2266
Tilson Financial Group
New Jersey
$664K +$2.66K +50 +0.4%
CL
2267
CLG LLC
California
$663K +$147K +2,760 +31%
CG
2268
Curat Global
New Hampshire
$662K – – –
VCP
2269
Vista Capital Partners
Oregon
$662K -$27.3K -514 -4%
SPWM
2270
Spartan Planning & Wealth Management
North Carolina
$661K +$617K +11,599 New
AFG
2271
ABLE Financial Group
Arizona
$661K -$19.9K -374 -3%
PWP
2272
Private Wealth Partners
California
$659K +$84.1K +1,582 +16%
FPCP
2273
Fort Point Capital Partners
California
$659K -$33.9K -638 -5%
HBW
2274
Hazlett, Burt & Watson
West Virginia
$658K – – –
AFAS
2275
Acorn Financial Advisory Services
Virginia
$655K -$19.7K -371 -3%
89 90
91
92 93