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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2251
Vivaldi Capital Management
Illinois
$361K +$1.64K +36 +0.4%
ACM
2252
Aljian Capital Management
Nevada
$360K -$7.75K -170 -2%
FWM
2253
ForthRight Wealth Management
Georgia
$359K +$18.2K +400 +5%
BWP
2254
BSW Wealth Partners
Colorado
$358K -$5.06K -111 -1%
ACA
2255
Affinity Capital Advisors
California
$358K -$4.56K -100 -1%
VCM
2256
Violich Capital Management
California
$358K +$17.1K +375 +5%
MPCG
2257
Matrix Private Capital Group
New York
$358K +$31.8K +698 +10%
LSA
2258
Lion Street Advisors
Texas
$357K – – –
UBV
2259
United Bank (Virginia)
Virginia
$357K – – –
WWMSC
2260
Wagner Wealth Management (South Carolina)
South Carolina
$357K +$91.1K +2,000 +33%
BBL
2261
Beck Bode LLC
Massachusetts
$356K -$10.2K -223 -3%
TC
2262
Tacita Capital
Ontario, Canada
$356K – – –
PWM
2263
Prentice Wealth Management
New York
$356K +$364 +8 +0.1%
HCM
2264
Highview Capital Management
Illinois
$356K +$364K +7,992 New
DI
2265
DFPG Investments
Utah
$355K -$1.39M -30,582 -80%
CRCM
2266
Corbett Road Capital Management
Virginia
$355K -$36K -791 -9%
EWS
2267
Evergreen Wealth Solutions
Pennsylvania
$354K +$363K +7,963 New
FNT
2268
First Nebraska Trust
Nebraska
$354K -$10.3K -226 -3%
ASFA
2269
All Season Financial Advisors
Colorado
$353K +$361K +7,935 New
CCM
2270
Chickasaw Capital Management
Tennessee
$352K – – –
CAM
2271
Cozad Asset Management
Illinois
$352K – – –
KWMG
2272
King Wealth Management Group
Florida
$352K +$36.4K +800 +11%
NCM
2273
Nelson Capital Management
California
$350K – – –
DOA
2274
D'Orazio & Associates
Virginia
$350K +$40K +879 +13%
MFGP
2275
Marshall Financial Group (Pennsylvania)
Pennsylvania
$349K – – –
89 90
91
92 93