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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2426
Alchemi Wealth
Connecticut
$565K +$543K +10,267 New
MA
2427
MKT Advisors
California
$565K +$159 +3 +0%
FCA
2428
Fortis Capital Advisors
Kansas
$564K +$13.8K +261 +3%
OFS
2429
Orrstown Financial Services
Pennsylvania
$564K -$18.4K -349 -3%
FA
2430
FDx Advisors
Illinois
$563K -$740 -14 -0.1%
GPA
2431
Guidance Point Advisors
Massachusetts
$563K +$3.75K +71 +0.7%
CM
2432
Cornerstone Management
Georgia
$561K – – –
LJAC
2433
L.J. Altfest & Co
New York
$561K -$23.5K -445 -4%
SA
2434
Sonoma Allocations
California
$561K -$14.3K -270 -3%
EPM
2435
Elm Partners Management
Pennsylvania
$559K +$64.9K +1,227 +14%
BCM
2436
BTC Capital Management
Iowa
$558K -$520K -9,846 -49%
AT
2437
Avalon Trust
New Mexico
$558K -$8.3K -157 -2%
EWM
2438
Elevation Wealth Management
Minnesota
$557K +$535K +10,128 New
OFO
2439
OneAscent Family Office
Alabama
$557K +$74.9K +1,417 +16%
CCMIC
2440
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$556K -$10.6K -200 -3%
VA
2441
Verdad Advisers
Massachusetts
$555K +$533K +10,083 New
ALA
2442
Atlas Legacy Advisors
California
$554K +$70.5K +1,333 +15%
MP
2443
McDonald Partners
Ohio
$554K -$192K -3,632 -27%
JCM
2444
Jag Capital Management
Missouri
$552K +$634 +12 +0.1%
TA
2445
TrueWealth Advisors
Alabama
$552K +$58K +1,098 +12%
SCA
2446
Sage Capital Advisors
South Dakota
$552K +$20.4K +386 +4%
FBT
2447
First Bank & Trust
South Dakota
$550K +$51.6K +976 +11%
RWI
2448
Red Wave Investments
Pennsylvania
$550K – – –
IAG
2449
Investment Advisory Group
Massachusetts
$549K +$86.5K +1,636 +20%
GIPW
2450
Granite Islands Private Wealth
Connecticut
$548K +$528K +9,984 New
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