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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2326
Franklin Street Advisors
North Carolina
$470K -$32.3K -735 -6%
PGIM
2327
Pacific Global Investment Management
California
$469K -$9.86M -224,169 -95%
EWS
2328
Evergreen Wealth Solutions
Pennsylvania
$468K -$11.6K -263 -2%
CCB
2329
Cutter & Co Brokerage
Missouri
$468K -$25.9K -588 -5%
TWP
2330
Triad Wealth Partners
Kansas
$466K +$467K +10,611 New
XC
2331
XY Capital
Hong Kong
$466K +$467K +10,610 New
CIM
2332
Confluence Investment Management
Missouri
$465K – – –
PA
2333
Promethium Advisors
Maryland
$465K -$12.1K -275 -3%
IWM
2334
Integris Wealth Management
California
$465K -$4.4K -100 -0.9%
VST
2335
Van Strum & Towne
California
$465K +$33K +750 +8%
DIM
2336
Delta Investment Management
California
$465K +$1.45K +33 +0.3%
WCM
2337
Wedge Capital Management
North Carolina
$464K – – –
TFCP
2338
Twin Focus Capital Partners
Massachusetts
$463K -$76.6K -1,740 -14%
SWA
2339
SFMG Wealth Advisors
Texas
$462K +$6.07K +138 +1%
BWAM
2340
Boyd Watterson Asset Management
Ohio
$461K -$1.01K -23 -0.2%
ITFISA
2341
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$461K +$198K +4,501 +75%
CAC
2342
Certified Advisory Corp
Florida
$459K -$2.68K -61 -0.6%
MA
2343
MKT Advisors
California
$459K +$74.4K +1,690 +21%
NWAG
2344
Net Worth Advisory Group
Utah
$457K +$201K +4,566 +78%
EFH
2345
Eaton Financial Holdings
Florida
$457K -$84.4K -1,919 -16%
BAM
2346
Brave Asset Management
New Jersey
$456K – – –
TC
2347
TFR Capital
Texas
$455K +$456K +10,361 New
ESB
2348
Essex Savings Bank
Connecticut
$455K +$11.5K +262 +3%
EWM
2349
Executive Wealth Management
Michigan
$454K +$11.7K +266 +3%
SAMT
2350
Select Asset Management & Trust
Pennsylvania
$453K -$2.64K -60 -0.6%
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