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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
2276
OneAscent Family Office
Alabama
$666K +$77.9K +1,465 +14%
CAC
2277
Core Alternative Capital
Georgia
$665K +$87.9K +1,653 +16%
TFG
2278
Tilson Financial Group
New Jersey
$664K +$2.66K +50 +0.4%
CL
2279
CLG LLC
California
$663K +$147K +2,760 +31%
CG
2280
Curat Global
New Hampshire
$662K – – –
VCP
2281
Vista Capital Partners
Oregon
$662K -$27.3K -514 -4%
SPWM
2282
Spartan Planning & Wealth Management
North Carolina
$661K +$617K +11,599 New
AFG
2283
ABLE Financial Group
Arizona
$661K -$19.9K -374 -3%
PWP
2284
Private Wealth Partners
California
$659K +$84.1K +1,582 +16%
FPCP
2285
Fort Point Capital Partners
California
$659K -$33.9K -638 -5%
HBW
2286
Hazlett, Burt & Watson
West Virginia
$658K – – –
AFAS
2287
Acorn Financial Advisory Services
Virginia
$655K -$19.7K -371 -3%
PS
2288
Planned Solutions
California
$655K +$17.4K +328 +3%
VEM
2289
Vann Equity Management
Texas
$653K -$3.67K -69 -0.6%
SWA
2290
SFMG Wealth Advisors
Texas
$653K +$11.6K +218 +2%
BFA
2291
Beacon Financial Advisory
Ohio
$652K +$38.9K +731 +7%
BFA
2292
Blueprint Financial Advisors
North Carolina
$652K +$608K +11,435 New
FWP
2293
Flatrock Wealth Partners
California
$651K +$70.3K +1,321 +13%
BM
2294
Berman McAleer
Maryland
$651K +$3.99K +75 +0.7%
SG
2295
Sienna Gestion
France
$651K +$592K +11,123 New
PCMNC
2296
Piedmont Capital Management (North Carolina)
North Carolina
$651K -$308K -5,798 -34%
OE
2297
OFS Enterprise
Nebraska
$650K +$6.54K +123 +1%
WCM
2298
Wedge Capital Management
North Carolina
$649K -$68.4K -1,286 -10%
KLCM
2299
KG&L Capital Management
Louisiana
$649K +$24.5K +461 +4%
IWM
2300
Integris Wealth Management
California
$648K +$33.3K +627 +6%
90 91
92
93 94