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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2376
Impact Capital Partners
Colorado
$585K +$5.8K +109 +1%
MP
2377
McDonald Partners
Ohio
$585K -$3.99M -75,000 -88%
AFA
2378
Allium Financial Advisors
Oregon
$584K +$160 +3 +0%
MA
2379
MBA Advisors
Pennsylvania
$583K +$24.4K +458 +5%
DLCIG
2380
D.L. Carlson Investment Group
New Hampshire
$583K -$9.2K -173 -2%
CM
2381
Cornerstone Management
Georgia
$581K – – –
WG
2382
Wellington Group
Indiana
$581K – – –
AW
2383
Alchemi Wealth
Connecticut
$580K -$5.11K -96 -0.9%
SCA
2384
Sage Capital Advisors
South Dakota
$579K +$3.08K +58 +0.6%
ISFAN
2385
Investor's Fiduciary Advisor Network
Washington
$578K -$136K -2,565 -20%
CAC
2386
Certified Advisory Corp
Florida
$578K +$1.06K +20 +0.2%
MWA
2387
Meridian Wealth Advisors
Texas
$577K +$121K +2,281 +29%
RB
2388
Richmond Brothers
Michigan
$576K +$538K +10,111 New
KNW
2389
Kesler Norman & Wride
Utah
$576K +$537K +10,104 New
PAG
2390
Powers Advisory Group
Illinois
$576K +$1.6K +30 +0.3%
EWM
2391
Elevation Wealth Management
Minnesota
$575K +$57.6K +1,083 +12%
SEP
2392
Southland Equity Partners
Missouri
$574K +$32.9K +618 +7%
JTWM
2393
Jackson Thornton Wealth Management
Alabama
$574K +$116K +2,177 +28%
HR
2394
Hardy Reed
Mississippi
$574K +$108K +2,039 +25%
TW
2395
Tempo Wealth
Ohio
$574K +$152K +2,853 +40%
1C
2396
111 Capital
France
$571K -$469K -8,811 -47%
PI
2397
Parkside Investments
Illinois
$570K +$1.05M +19,780 +98%
BWM
2398
BlackDiamond Wealth Management
New York
$568K +$21.2K +398 +5%
SAMT
2399
Select Asset Management & Trust
Pennsylvania
$568K -$12.1K -228 -2%
TC
2400
TwinBeech Capital
New York
$568K +$798 +15 +0.2%
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96
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