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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
2326
Pacific Sage Partners
Washington
$631K – – –
BDFN
2327
Bond & Devick Financial Network
Minnesota
$631K +$2.22K +42 +0.4%
FWP
2328
Flatrock Wealth Partners
California
$631K +$606K +11,469 New
V
2329
VeraBank
Texas
$631K – – –
AWC
2330
Adamsbrown Wealth Consultants
Kansas
$630K +$15.9K +300 +3%
MCM
2331
Morton Capital Management
California
$628K -$581 -11 -0.1%
MA
2332
Mezzasalma Advisors
New Jersey
$628K +$13K +245 +2%
BFIM
2333
Beese Fulmer Investment Management
Ohio
$628K +$80.3K +1,519 +15%
CFO
2334
CVA Family Office
Colorado
$627K +$117K +2,206 +24%
TFCP
2335
Twin Focus Capital Partners
Massachusetts
$626K +$23.7K +449 +4%
TWA
2336
Tandem Wealth Advisors
Arizona
$625K +$98.4K +1,861 +20%
RA
2337
Range Advisory
Virginia
$624K +$600K +11,345 New
FWSM
2338
First Wilshire Securities Management
California
$623K -$2.7K -51 -0.4%
OAM
2339
Oak Asset Management
California
$623K – – –
PS
2340
Planned Solutions
California
$623K +$53.5K +1,012 +10%
TCPW
2341
Twin City Private Wealth
North Carolina
$621K +$21.1K +399 +4%
BM
2342
Berman McAleer
Maryland
$621K -$110K -2,072 -16%
TCM
2343
Tradewinds Capital Management
Washington
$620K +$52.9K +1,000 +10%
BCA
2344
Bay Capital Advisors
Virginia
$620K +$8.3K +157 +1%
OFS
2345
Oldfather Financial Services
Nebraska
$618K +$21K +398 +4%
BWG
2346
Beta Wealth Group
California
$617K -$68.9K -1,304 -10%
Wedge Capital Management
2347
Wedge Capital Management
North Carolina
$617K -$9.62K -182 -2%
ACM
2348
Arcataur Capital Management
Wisconsin
$616K -$1.59K -30 -0.3%
WCM
2349
Weik Capital Management
Pennsylvania
$615K -$13.2K -250 -2%
JCM
2350
Jacobsen Capital Management
Utah
$615K +$11.2K +212 +2%