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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BPAMU
2376
BTG Pactual Asset Management US
New York
$506K +$55.9K +1,084 +12%
MSWM
2377
Mowery & Schoenfeld Wealth Management
Illinois
$506K -$29.2K -566 -5%
OHWP
2378
Oak Harbor Wealth Partners
North Carolina
$505K -$68.9K -1,336 -11%
LSA
2379
L & S Advisors
California
$504K -$16M -310,034 -97%
ABWM
2380
Alpine Bank Wealth Management
Colorado
$504K -$5.26K -102 -1%
BFO
2381
Boston Family Office
Massachusetts
$503K +$118K +2,288 +29%
GIPW
2382
Granite Islands Private Wealth
Connecticut
$503K +$17.9K +346 +3%
OAM
2383
Occidental Asset Management
California
$502K +$1.45K +28 +0.3%
BOPW
2384
Brandywine Oak Private Wealth
Pennsylvania
$502K -$21.6K -418 -4%
ACA
2385
Affinity Capital Advisors
California
$502K -$38.4K -744 -7%
DIM
2386
Delta Investment Management
California
$501K -$19.6K -380 -4%
AW
2387
Alchemi Wealth
Connecticut
$501K +$155 +3 +0%
EV
2388
EJMK Ventures
Illinois
$500K -$16.5K -320 -3%
AFA
2389
Allium Financial Advisors
Oregon
$499K -$1.65K -32 -0.3%
DWP
2390
Destiny Wealth Partners
Florida
$499K +$6.76K +131 +1%
PCA
2391
Prosperity Capital Advisors
Ohio
$499K -$33.8K -655 -6%
RA
2392
Riversedge Advisors
Delaware
$499K -$136K -2,628 -20%
EPM
2393
Elm Partners Management
Pennsylvania
$498K +$20K +387 +4%
OFO
2394
OneAscent Family Office
Alabama
$498K +$5.21K +101 +1%
MA
2395
MKT Advisors
California
$498K -$1.08K -21 -0.2%
CM
2396
Cornerstone Management
Georgia
$497K – – –
SAMT
2397
Select Asset Management & Trust
Pennsylvania
$497K -$5.68K -110 -1%
FA
2398
FDx Advisors
Illinois
$497K -$1.5K -29 -0.3%
ICP
2399
Impact Capital Partners
Colorado
$496K -$37.7K -730 -7%
SIAG
2400
Signet Investment Advisory Group
Rhode Island
$495K +$12.3K +238 +2%
94 95
96
97 98