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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2251
Tacita Capital
Ontario, Canada
$371K +$45.1K +1,000 +12%
RTS
2252
Round Table Services
New Jersey
$370K +$13.6K +302 +3%
RPWA
2253
Regent Peak Wealth Advisors
Georgia
$370K +$18.3K +405 +5%
OWM
2254
OneAscent Wealth Management
Alabama
$369K -$1.99K -44 -0.5%
SAM
2255
Security Asset Management
New York
$368K +$1.08K +24 +0.3%
DIM
2256
Delta Investment Management
California
$367K +$90 +2 +0%
RMCM
2257
Reynders McVeigh Capital Management
Massachusetts
$367K +$196K +4,355 +96%
CFO
2258
Collective Family Office
Pennsylvania
$365K +$16.4K +363 +4%
CAM
2259
Cozad Asset Management
Illinois
$365K +$42.9K +950 +12%
JCG
2260
John C. Goff
$365K +$399K +8,846 New
SWP
2261
Strategic Wealth Partners
Ohio
$365K +$399K +8,850 New
NF
2262
Nvest Financial
New Hampshire
$364K +$399K +8,833 New
UF
2263
Univest Financial
Pennsylvania
$363K -$38.4K -850 -9%
MPCL
2264
My Personal CFO LLC
Washington
$363K -$20.4K -453 -5%
FH
2265
FWG Holdings
Florida
$363K -$2.3K -51 -0.6%
KA
2266
Kozak & Associates
Colorado
$363K – – –
CTI
2267
Community Trust & Investment
Kentucky
$361K -$97.7K -2,166 -20%
IIM
2268
Ironwood Investment Management
Massachusetts
$361K -$26.3K -582 -6%
RPG
2269
Resource Planning Group
Georgia
$360K – – –
HFM
2270
Harvest Fund Management
China
$360K +$84.9K +1,882 +27%
FA
2271
Fermata Advisors
California
$359K -$44.7K -991 -10%
NEPPG
2272
New England Professional Planning Group
Rhode Island
$359K – – –
CBT
2273
CoreFirst Bank & Trust
Kansas
$358K – – –
SAM
2274
Summit Asset Management
Tennessee
$357K +$40.7K +901 +12%
ACA
2275
Atlas Capital Advisors
Wyoming
$356K +$153K +3,400 +65%
89 90
91
92 93