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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2401
Guidance Point Advisors
Massachusetts
$495K -$4.44K -86 -0.8%
CAC
2402
Certified Advisory Corp
Florida
$493K -$24.4K -472 -4%
FWP
2403
Flatrock Wealth Partners
California
$493K -$70K -1,357 -12%
SCA
2404
Sage Capital Advisors
South Dakota
$492K +$3.61K +70 +0.7%
LCC
2405
Lincoln Capital Corp
Rhode Island
$492K +$22.5K +436 +5%
PAG
2406
Powers Advisory Group
Illinois
$491K -$13.1K -253 -2%
JCM
2407
Jag Capital Management
Missouri
$490K +$774 +15 +0.1%
CAC
2408
Core Alternative Capital
Georgia
$488K +$76.5K +1,482 +17%
PA
2409
Promethium Advisors
Maryland
$487K +$77.4K +1,500 +18%
TGAM
2410
TBH Global Asset Management
Tennessee
$487K -$217K -4,213 -30%
PWP
2411
Private Wealth Partners
California
$487K -$42.9K -832 -8%
CWA
2412
Consilium Wealth Advisory
Texas
$485K +$10.6K +206 +2%
WAOTB
2413
Wealth Advisors of Tampa Bay
Florida
$485K -$51.6K -1,000 -9%
TC
2414
TwinBeech Capital
New York
$485K -$5.84M -113,117 -92%
DTC
2415
Davidson Trust Company
Washington
$484K +$5.68K +110 +1%
TWM
2416
Triton Wealth Management
Arizona
$483K +$9.13K +177 +2%
SWM
2417
Segment Wealth Management
Texas
$482K +$16.1K +312 +3%
PWP
2418
Ponta Wealth Partners
Florida
$482K +$208K +4,032 +69%
ARG
2419
Advisory Resource Group
Oklahoma
$482K +$2.27K +44 +0.4%
NWA
2420
New World Advisors
Massachusetts
$480K -$46.5K -902 -8%
DBFM
2421
Dickmeyer Boyce Financial Management
Indiana
$480K +$508K +9,841 New
USB
2422
Union Savings Bank
Connecticut
$479K -$25.4K -493 -5%
PFT
2423
Providence First Trust
Arizona
$478K -$304K -5,888 -38%
AP
2424
Atwood & Palmer
Missouri
$477K -$153K -2,967 -23%
MA
2425
MBA Advisors
Pennsylvania
$477K +$4.7K +91 +0.9%
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97
98 99