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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2276
Planned Solutions
California
$655K +$17.4K +328 +3%
VEM
2277
Vann Equity Management
Texas
$653K -$3.67K -69 -0.6%
SWA
2278
SFMG Wealth Advisors
Texas
$653K +$11.6K +218 +2%
BFA
2279
Beacon Financial Advisory
Ohio
$652K +$38.9K +731 +7%
BFA
2280
Blueprint Financial Advisors
North Carolina
$652K +$608K +11,435 New
FWP
2281
Flatrock Wealth Partners
California
$651K +$70.3K +1,321 +13%
BM
2282
Berman McAleer
Maryland
$651K +$3.99K +75 +0.7%
SG
2283
Sienna Gestion
France
$651K +$592K +11,123 New
PCMNC
2284
Piedmont Capital Management (North Carolina)
North Carolina
$651K -$308K -5,798 -34%
OE
2285
OFS Enterprise
Nebraska
$650K +$6.54K +123 +1%
WCM
2286
Wedge Capital Management
North Carolina
$649K -$68.4K -1,286 -10%
KLCM
2287
KG&L Capital Management
Louisiana
$649K +$24.5K +461 +4%
IWM
2288
Integris Wealth Management
California
$648K +$33.3K +627 +6%
ACM
2289
Arcataur Capital Management
Wisconsin
$647K – – –
MAM
2290
MMA Asset Management
Pennsylvania
$647K -$2.55K -48 -0.4%
AGP
2291
Autumn Glory Partners
Texas
$645K +$1.75K +33 +0.3%
V
2292
VeraBank
Texas
$644K -$8.51K -160 -1%
WFS
2293
Widmann Financial Services
Maryland
$644K +$255K +4,802 +74%
OAM
2294
Oak Asset Management
California
$643K -$1.75K -33 -0.3%
BCA
2295
Bay Capital Advisors
Virginia
$642K – – –
JCM
2296
Jacobsen Capital Management
Utah
$641K +$1.17K +22 +0.2%
JFGLC
2297
Johnson Financial Group LLC (Colorado)
Colorado
$641K +$331K +6,216 +123%
TWA
2298
TCI Wealth Advisors
Arizona
$640K -$79.5K -1,494 -12%
BFIM
2299
Beese Fulmer Investment Management
Ohio
$640K +$16.8K +316 +3%
WFA
2300
WJ Financial Advisors
Connecticut
$639K +$372 +7 +0.1%
90 91
92
93 94