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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2251
Baron Wealth Management
Michigan
$543K -$56.2K -1,335 -10%
TWA
2252
Tandem Wealth Advisors
Arizona
$542K +$69.1K +1,642 +17%
FAFN
2253
First Affirmative Financial Network
Colorado
$542K -$16.4K -389 -3%
BI
2254
Bradyco Inc
Massachusetts
$542K – – –
PCM
2255
Prelude Capital Management
New York
$542K +$64.4K +1,530 +15%
WCM
2256
Weik Capital Management
Pennsylvania
$541K +$2.23K +53 +0.5%
ACM
2257
Arcataur Capital Management
Wisconsin
$541K -$1.47K -35 -0.3%
TFG
2258
Tilson Financial Group
New Jersey
$540K -$7.62K -181 -2%
BOPW
2259
Brandywine Oak Private Wealth
Pennsylvania
$540K -$54.9K -1,304 -10%
WCM
2260
Wedge Capital Management
North Carolina
$540K +$38.5K +914 +9%
FVWA
2261
Foster Victor Wealth Advisors
South Carolina
$538K +$14.6K +347 +3%
KTC
2262
Kentucky Trust Company
Kentucky
$536K -$11.2K -266 -2%
OAM
2263
Oak Asset Management
California
$536K – – –
VFG
2264
Victory Financial Group
Texas
$535K +$118K +2,799 +33%
AWA
2265
Amplius Wealth Advisors
Pennsylvania
$535K -$4.67K -111 -1%
AWC
2266
Adamsbrown Wealth Consultants
Kansas
$534K +$27.9K +664 +6%
USB
2267
Union Savings Bank
Connecticut
$533K -$15.4K -367 -3%
CAM
2268
Cozad Asset Management
Illinois
$533K +$841 +20 +0.2%
BWM
2269
Bulltick Wealth Management
Florida
$532K – – –
FMP
2270
Financial Management Professionals
Texas
$529K -$12.6K -299 -3%
LNB
2271
Ledyard National Bank
$529K +$9.8K +233 +2%
V
2272
VeraBank
Texas
$529K -$8.75K -208 -2%
DA
2273
Dover Advisors
Virginia
$527K -$87.7K -2,085 -16%
PWP
2274
Private Wealth Partners
California
$524K +$168 +4 +0%
NSAM
2275
North Star Asset Management
Wisconsin
$523K +$71.5K +1,700 +18%
89 90
91
92 93