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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2426
GSB Wealth Management
Connecticut
$438K +$14.8K +351 +4%
BSG
2427
Black Swift Group
Colorado
$438K -$12.2K -290 -3%
CAG
2428
Centerpoint Advisory Group
Kansas
$436K +$26.8K +636 +7%
FAT
2429
First American Trust
California
$436K +$95.7K +2,274 +33%
SAM
2430
Strive Asset Management
Ohio
$434K -$210K -4,998 -35%
EWM
2431
Evermay Wealth Management
Virginia
$434K +$19.8K +471 +5%
LCWP
2432
Legacy Capital Wealth Partners
Arkansas
$434K +$17.7K +420 +5%
MAG
2433
Mayfair Advisory Group
Alabama
$434K -$161K -3,818 -29%
DWP
2434
Destiny Wealth Partners
Florida
$434K +$105K +2,497 +37%
NEPPG
2435
New England Professional Planning Group
Rhode Island
$432K – – –
TWM
2436
TCFG Wealth Management
California
$432K -$14.3K -341 -4%
OFO
2437
OneAscent Family Office
Alabama
$431K -$381K -9,059 -50%
CHA
2438
Cooper/Haims Advisors
New York
$431K +$84 +2 +0%
GFG
2439
Greystone Financial Group
Michigan
$431K – – –
OPPS
2440
Obsidian Personal Planning Solutions
Maryland
$430K +$42 +1 +0%
HCA
2441
Hyperion Capital Advisors
New York
$430K – – –
SIM
2442
SSI Investment Management
California
$428K -$318K -7,555 -46%
LGA
2443
Lebenthal Global Advisors
New York
$428K +$29K +690 +8%
PAG
2444
Poinciana Advisors Group
Florida
$426K +$4.96K +118 +1%
JCM
2445
Jag Capital Management
Missouri
$426K +$43K +1,021 +13%
TA
2446
TrueWealth Advisors
Alabama
$426K -$294 -7 -0.1%
FDS
2447
Freedom Day Solutions
Texas
$426K – – –
TA
2448
Townsend & Associates
Colorado
$425K – – –
EWS
2449
Evergreen Wealth Solutions
Pennsylvania
$425K +$210 +5 +0.1%
SPI
2450
Sutton Place Investors
New York
$424K +$21K +499 +6%
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98
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