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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2251
Keebeck Wealth Management
Illinois
$257K – – –
CHA
2252
Cooper/Haims Advisors
New York
$256K -$16.7K -500 -6%
IFO
2253
Independent Family Office
New York
$256K +$41.8K +1,250 +17%
HC
2254
Hamilton Capital
Ohio
$254K -$110K -3,282 -28%
SKK
2255
Shepherd Kaplan Krochuk
Massachusetts
$254K – – –
OWM
2256
OneAscent Wealth Management
Alabama
$252K -$15.2K -454 -5%
SWM
2257
Segment Wealth Management
Texas
$252K -$7.55K -226 -3%
DIP
2258
DT Investment Partners
Pennsylvania
$251K -$489K -14,633 -64%
LJHT
2259
Laurie J. Hall Trustee
$250K -$10K -300 -4%
GD
2260
Grandfield & Dodd
New York
$250K – – –
PCM
2261
Pennsylvania Capital Management
Pennsylvania
$250K – – –
BC
2262
Brio Consultants
California
$250K +$602 +18 +0.3%
RWM
2263
RKL Wealth Management
Pennsylvania
$250K +$277K +8,286 New
GWM
2264
Gray Wealth Management
Maine
$249K – – –
LBA
2265
Lowell Blake & Associates
Massachusetts
$249K – – –
EWM
2266
Executive Wealth Management
Michigan
$248K -$257K -7,689 -97%
MAM
2267
Marotta Asset Management
Virginia
$246K – – –
CBT
2268
CoreFirst Bank & Trust
Kansas
$246K -$21.9K -654 -7%
WMA
2269
West Michigan Advisors
Michigan
$245K -$61K -1,824 -18%
ACM
2270
Aljian Capital Management
Nevada
$245K – – –
NCM
2271
Narwhal Capital Management
Georgia
$245K +$67 +2 +0%
CH
2272
Canton Hathaway
Rhode Island
$245K +$167K +5,000 +161%
OHIS
2273
Oak Harvest Investment Services
Texas
$244K +$270K +8,090 New
RFM
2274
Royal Fund Management
Florida
$243K +$14.2K +426 +6%
LFG
2275
Larson Financial Group
Missouri
$243K +$118K +3,518 +78%
89 90
91
92 93