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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2251
Aljian Capital Management
Nevada
$360K -$7.75K -170 -2%
FWM
2252
ForthRight Wealth Management
Georgia
$359K +$18.2K +400 +5%
BWP
2253
BSW Wealth Partners
Colorado
$358K -$5.06K -111 -1%
ACA
2254
Affinity Capital Advisors
California
$358K -$4.56K -100 -1%
VCM
2255
Violich Capital Management
California
$358K +$17.1K +375 +5%
MPCG
2256
Matrix Private Capital Group
New York
$358K +$31.8K +698 +10%
LSA
2257
Lion Street Advisors
Texas
$357K – – –
UBV
2258
United Bank (Virginia)
Virginia
$357K – – –
WWMSC
2259
Wagner Wealth Management (South Carolina)
South Carolina
$357K +$91.1K +2,000 +33%
BBL
2260
Beck Bode LLC
Massachusetts
$356K -$10.2K -223 -3%
TC
2261
Tacita Capital
Ontario, Canada
$356K – – –
PWM
2262
Prentice Wealth Management
New York
$356K +$364 +8 +0.1%
HCM
2263
Highview Capital Management
Illinois
$356K +$364K +7,992 New
DI
2264
DFPG Investments
Utah
$355K -$1.39M -30,582 -80%
CRCM
2265
Corbett Road Capital Management
Virginia
$355K -$36K -791 -9%
EWS
2266
Evergreen Wealth Solutions
Pennsylvania
$354K +$363K +7,963 New
FNT
2267
First Nebraska Trust
Nebraska
$354K -$10.3K -226 -3%
ASFA
2268
All Season Financial Advisors
Colorado
$353K +$361K +7,935 New
CCM
2269
Chickasaw Capital Management
Tennessee
$352K – – –
CAM
2270
Cozad Asset Management
Illinois
$352K – – –
KWMG
2271
King Wealth Management Group
Florida
$352K +$36.4K +800 +11%
NCM
2272
Nelson Capital Management
California
$350K – – –
DOA
2273
D'Orazio & Associates
Virginia
$350K +$40K +879 +13%
MFGP
2274
Marshall Financial Group (Pennsylvania)
Pennsylvania
$349K – – –
CCA
2275
Column Capital Advisors
Indiana
$349K +$7.15K +157 +2%
89 90
91
92 93