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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2276
Clearview Wealth Advisors
Oregon
$665K -$38.7K -733 -6%
FMP
2277
Financial Management Professionals
Texas
$663K +$38.3K +725 +6%
KCPT
2278
Kingstone Capital Partners Texas
Texas
$662K +$5.23K +99 +0.8%
SIC
2279
Sigma Investment Counselors
Michigan
$660K +$2.17K +41 +0.3%
MHC
2280
May Hill Capital
Massachusetts
$660K +$29.5K +558 +5%
LAIC
2281
Lederer & Associates Investment Counsel
California
$660K – – –
FLP
2282
Financial Life Planners
Arizona
$660K -$4.65K -88 -0.7%
4WM
2283
44 Wealth Management
Oregon
$659K +$137K +2,583 +27%
SB
2284
Sunflower Bank
Texas
$659K +$317 +6 +0.1%
HIC
2285
Harvey Investment Company
Kentucky
$659K – – –
SI
2286
Seeds Investor
New York
$658K +$79.4K +1,502 +14%
SPWM
2287
Schrum Private Wealth Management
Florida
$657K +$581 +11 +0.1%
RDWM
2288
Red Door Wealth Management
Tennessee
$657K +$1.8K +34 +0.3%
MAWCM
2289
Mine & Arao Wealth Creation & Management
California
$656K +$317 +6 +0.1%
VCP
2290
Vista Capital Partners
Oregon
$655K -$74.9K -1,417 -11%
TCOTS
2291
Trust Company of the South
North Carolina
$655K -$27.8K -526 -4%
SLC
2292
Second Line Capital
Louisiana
$655K +$529 +10 +0.1%
CWM
2293
Centurion Wealth Management
Virginia
$654K +$1.74K +33 +0.3%
TWM
2294
Thrive Wealth Management
Pennsylvania
$653K -$6.92K -131 -1%
WIM
2295
Warwick Investment Management
Texas
$653K +$5.39K +102 +0.9%
BTC
2296
Bank & Trust Company
Illinois
$652K – – –
GAM
2297
Gould Asset Management
California
$652K +$125K +2,370 +25%
KLWA
2298
Kelly Lawrence W & Associates
California
$652K – – –
JSC
2299
Jackson Square Capital
California
$651K +$283K +5,357 +83%
OBWG
2300
Onyx Bridge Wealth Group
New York
$650K +$370 +7 +0.1%
90 91
92
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