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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2251
Moseley Investment Management
Florida
$372K -$84.1K -1,865 -17%
TC
2252
Tacita Capital
Ontario, Canada
$371K +$45.1K +1,000 +12%
RTS
2253
Round Table Services
New Jersey
$370K +$13.6K +302 +3%
RPWA
2254
Regent Peak Wealth Advisors
Georgia
$370K +$18.3K +405 +5%
OWM
2255
OneAscent Wealth Management
Alabama
$369K -$1.99K -44 -0.5%
SAM
2256
Security Asset Management
New York
$368K +$1.08K +24 +0.3%
DIM
2257
Delta Investment Management
California
$367K +$90 +2 +0%
RMCM
2258
Reynders McVeigh Capital Management
Massachusetts
$367K +$196K +4,355 +96%
CFO
2259
Collective Family Office
Pennsylvania
$365K +$16.4K +363 +4%
CAM
2260
Cozad Asset Management
Illinois
$365K +$42.9K +950 +12%
JCG
2261
John C. Goff
$365K +$399K +8,846 New
SWP
2262
Strategic Wealth Partners
Ohio
$365K +$399K +8,850 New
NF
2263
Nvest Financial
New Hampshire
$364K +$399K +8,833 New
UF
2264
Univest Financial
Pennsylvania
$363K -$38.4K -850 -9%
MPCL
2265
My Personal CFO LLC
Washington
$363K -$20.4K -453 -5%
FH
2266
FWG Holdings
Florida
$363K -$2.3K -51 -0.6%
KA
2267
Kozak & Associates
Colorado
$363K – – –
CTI
2268
Community Trust & Investment
Kentucky
$361K -$97.7K -2,166 -20%
IIM
2269
Ironwood Investment Management
Massachusetts
$361K -$26.3K -582 -6%
RPG
2270
Resource Planning Group
Georgia
$360K – – –
HFM
2271
Harvest Fund Management
China
$360K +$84.9K +1,882 +27%
FA
2272
Fermata Advisors
California
$359K -$44.7K -991 -10%
NEPPG
2273
New England Professional Planning Group
Rhode Island
$359K – – –
CBT
2274
CoreFirst Bank & Trust
Kansas
$358K – – –
SAM
2275
Summit Asset Management
Tennessee
$357K +$40.7K +901 +12%
89 90
91
92 93