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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2326
Wellspring Financial Advisors
Ohio
$470K -$270K -6,128 -36%
FSA
2327
Franklin Street Advisors
North Carolina
$470K -$32.3K -735 -6%
PGIM
2328
Pacific Global Investment Management
California
$469K -$9.86M -224,169 -95%
EWS
2329
Evergreen Wealth Solutions
Pennsylvania
$468K -$11.6K -263 -2%
CCB
2330
Cutter & Co Brokerage
Missouri
$468K -$25.9K -588 -5%
TWP
2331
Triad Wealth Partners
Kansas
$466K +$467K +10,611 New
XC
2332
XY Capital
Hong Kong
$466K +$467K +10,610 New
CIM
2333
Confluence Investment Management
Missouri
$465K – – –
PA
2334
Promethium Advisors
Maryland
$465K -$12.1K -275 -3%
IWM
2335
Integris Wealth Management
California
$465K -$4.4K -100 -0.9%
VST
2336
Van Strum & Towne
California
$465K +$33K +750 +8%
DIM
2337
Delta Investment Management
California
$465K +$1.45K +33 +0.3%
WCM
2338
Wedge Capital Management
North Carolina
$464K – – –
TFCP
2339
Twin Focus Capital Partners
Massachusetts
$463K -$76.6K -1,740 -14%
SWA
2340
SFMG Wealth Advisors
Texas
$462K +$6.07K +138 +1%
BWAM
2341
Boyd Watterson Asset Management
Ohio
$461K -$1.01K -23 -0.2%
ITFISA
2342
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$461K +$198K +4,501 +75%
CAC
2343
Certified Advisory Corp
Florida
$459K -$2.68K -61 -0.6%
MA
2344
MKT Advisors
California
$459K +$74.4K +1,690 +21%
NWAG
2345
Net Worth Advisory Group
Utah
$457K +$201K +4,566 +78%
EFH
2346
Eaton Financial Holdings
Florida
$457K -$84.4K -1,919 -16%
BAM
2347
Brave Asset Management
New Jersey
$456K – – –
TC
2348
TFR Capital
Texas
$455K +$456K +10,361 New
ESB
2349
Essex Savings Bank
Connecticut
$455K +$11.5K +262 +3%
EWM
2350
Executive Wealth Management
Michigan
$454K +$11.7K +266 +3%
92 93
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