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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2426
Fortis Capital Advisors
Kansas
$564K +$13.8K +261 +3%
OFS
2427
Orrstown Financial Services
Pennsylvania
$564K -$18.4K -349 -3%
FA
2428
FDx Advisors
Illinois
$563K -$740 -14 -0.1%
GPA
2429
Guidance Point Advisors
Massachusetts
$563K +$3.75K +71 +0.7%
CM
2430
Cornerstone Management
Georgia
$561K – – –
LJAC
2431
L.J. Altfest & Co
New York
$561K -$23.5K -445 -4%
SA
2432
Sonoma Allocations
California
$561K -$14.3K -270 -3%
EPM
2433
Elm Partners Management
Pennsylvania
$559K +$64.9K +1,227 +14%
BCM
2434
BTC Capital Management
Iowa
$558K -$520K -9,846 -49%
AT
2435
Avalon Trust
New Mexico
$558K -$8.3K -157 -2%
EWM
2436
Elevation Wealth Management
Minnesota
$557K +$535K +10,128 New
OFO
2437
OneAscent Family Office
Alabama
$557K +$74.9K +1,417 +16%
CCMIC
2438
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$556K -$10.6K -200 -3%
VA
2439
Verdad Advisers
Massachusetts
$555K +$533K +10,083 New
ALA
2440
Atlas Legacy Advisors
California
$554K +$70.5K +1,333 +15%
MP
2441
McDonald Partners
Ohio
$554K -$192K -3,632 -27%
JCM
2442
Jag Capital Management
Missouri
$552K +$634 +12 +0.1%
TA
2443
TrueWealth Advisors
Alabama
$552K +$58K +1,098 +12%
SCA
2444
Sage Capital Advisors
South Dakota
$552K +$20.4K +386 +4%
FBT
2445
First Bank & Trust
South Dakota
$550K +$51.6K +976 +11%
RWI
2446
Red Wave Investments
Pennsylvania
$550K – – –
IAG
2447
Investment Advisory Group
Massachusetts
$549K +$86.5K +1,636 +20%
GIPW
2448
Granite Islands Private Wealth
Connecticut
$548K +$528K +9,984 New
JTWM
2449
Jackson Thornton Wealth Management
Alabama
$546K +$32.1K +607 +7%
SIAG
2450
Signet Investment Advisory Group
Rhode Island
$546K -$71.5K -1,353 -12%
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