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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2351
Mindset Wealth Management
Indiana
$602K -$9.25K -174 -2%
SWP
2352
Semus Wealth Partners
Florida
$602K -$54.8K -1,030 -9%
LNB
2353
Ledyard National Bank
$601K +$7.02K +132 +1%
CFA
2354
Cahill Financial Advisors
Minnesota
$600K +$160 +3 +0%
CA
2355
COFG Advisors
Illinois
$600K -$23.6K -443 -4%
AIS
2356
Advocate Investing Services
Maryland
$599K – – –
PA
2357
Promethium Advisors
Maryland
$598K +$26.6K +500 +5%
MA
2358
MKT Advisors
California
$598K +$4.68K +88 +0.9%
SFG
2359
Strive Financial Group
Indiana
$597K +$343K +6,446 +160%
VCM
2360
Vines Capital Management
Louisiana
$597K -$2.13K -40 -0.4%
PFT
2361
Providence First Trust
Arizona
$596K +$35.2K +662 +7%
KFA
2362
Kapstone Financial Advisors
Ohio
$596K -$14.4K -270 -3%
RE
2363
Rydar Equities
Texas
$595K +$61.2K +1,150 +13%
DIM
2364
Delta Investment Management
California
$595K +$8.19K +154 +1%
JLBC
2365
J.L. Bainbridge & Co
Florida
$592K -$25.3K -476 -4%
BOPW
2366
Brandywine Oak Private Wealth
Pennsylvania
$592K +$5K +94 +0.9%
AHL
2367
Abel Hall LLC
Louisiana
$592K +$39K +733 +8%
DT
2368
DV Trading
Illinois
$591K -$1.52M -28,569 -73%
MSWM
2369
Mowery & Schoenfeld Wealth Management
Illinois
$591K – – –
GIPW
2370
Granite Islands Private Wealth
Connecticut
$590K +$1.92K +36 +0.3%
BCM
2371
BTC Capital Management
Iowa
$589K -$10.6K -200 -2%
ABWM
2372
Alpine Bank Wealth Management
Colorado
$589K -$425 -8 -0.1%
RWS
2373
Resolute Wealth Strategies
Mississippi
$588K +$40.7K +766 +8%
BIS
2374
BG Investment Services
Guam
$587K -$37.9K -712 -6%
BFO
2375
Boston Family Office
Massachusetts
$587K – – –
93 94
95
96 97