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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
2326
Bond & Devick Financial Network
Minnesota
$631K +$2.22K +42 +0.4%
FWP
2327
Flatrock Wealth Partners
California
$631K +$606K +11,469 New
V
2328
VeraBank
Texas
$631K – – –
AWC
2329
Adamsbrown Wealth Consultants
Kansas
$630K +$15.9K +300 +3%
MCM
2330
Morton Capital Management
California
$628K -$581 -11 -0.1%
MA
2331
Mezzasalma Advisors
New Jersey
$628K +$13K +245 +2%
BFIM
2332
Beese Fulmer Investment Management
Ohio
$628K +$80.3K +1,519 +15%
CFO
2333
CVA Family Office
Colorado
$627K +$117K +2,206 +24%
TFCP
2334
Twin Focus Capital Partners
Massachusetts
$626K +$23.7K +449 +4%
TWA
2335
Tandem Wealth Advisors
Arizona
$625K +$98.4K +1,861 +20%
FWSM
2336
First Wilshire Securities Management
California
$623K -$2.7K -51 -0.4%
OAM
2337
Oak Asset Management
California
$623K – – –
PS
2338
Planned Solutions
California
$623K +$53.5K +1,012 +10%
TCPW
2339
Twin City Private Wealth
North Carolina
$621K +$21.1K +399 +4%
BM
2340
Berman McAleer
Maryland
$621K -$110K -2,072 -16%
TCM
2341
Tradewinds Capital Management
Washington
$620K +$52.9K +1,000 +10%
BCA
2342
Bay Capital Advisors
Virginia
$620K +$8.3K +157 +1%
OFS
2343
Oldfather Financial Services
Nebraska
$618K +$21K +398 +4%
BWG
2344
Beta Wealth Group
California
$617K -$68.9K -1,304 -10%
WCM
2345
Wedge Capital Management
North Carolina
$617K -$9.62K -182 -2%
ACM
2346
Arcataur Capital Management
Wisconsin
$616K -$1.59K -30 -0.3%
WCM
2347
Weik Capital Management
Pennsylvania
$615K -$13.2K -250 -2%
JCM
2348
Jacobsen Capital Management
Utah
$615K +$11.2K +212 +2%
RLH
2349
RD Lewis Holdings
Florida
$615K – – –
FG
2350
Foster Group
Iowa
$614K +$32.2K +609 +6%
92 93
94
95 96