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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
2451
Evergreen Wealth Solutions
Pennsylvania
$425K +$210 +5 +0.1%
SPI
2452
Sutton Place Investors
New York
$424K +$21K +499 +6%
PCMF
2453
Private Capital Management (Florida)
Florida
$424K +$42 +1 +0%
FSA
2454
Franklin Street Advisors
North Carolina
$423K -$85.8K -2,040 -19%
IWA
2455
Inspirion Wealth Advisors
Illinois
$422K -$463K -11,012 -55%
HFP
2456
Holistic Financial Partners
Indiana
$422K +$376K +8,927 New
BTWM
2457
Brass Tax Wealth Management
Ohio
$421K +$74.3K +1,767 +25%
LCOV
2458
London Company of Virginia
Virginia
$421K – – –
FBT
2459
First Bank & Trust
South Dakota
$421K +$43.3K +1,029 +13%
RHAM
2460
Round Hill Asset Management
California
$420K -$9.51K -226 -2%
MHR
2461
Matthew Hamilton Rosenberg
$420K -$36.5K -867 -9%
AFT
2462
Alpha Family Trust
California
$419K +$373K +8,860 New
IWA
2463
Integrity Wealth Advisors
California
$419K +$40.4K +961 +12%
LTI
2464
Laffer Tengler Investments
Tennessee
$418K +$372K +8,841 New
JHCP
2465
Jackson Hole Capital Partners
Oklahoma
$418K +$42 +1 +0%
RE
2466
Rydar Equities
Texas
$418K +$371K +8,826 New
NWA
2467
New World Advisors
Massachusetts
$417K -$29.3K -697 -7%
VCM
2468
Vivaldi Capital Management
Illinois
$417K +$14.9K +355 +4%
VCP
2469
Vista Capital Partners
Oregon
$417K +$2.44K +58 +0.7%
BWA
2470
BlueChip Wealth Advisors
Georgia
$417K +$17.4K +414 +5%
SEP
2471
Southland Equity Partners
Missouri
$416K -$1.01K -24 -0.3%
CCA
2472
Carrera Capital Advisors
Michigan
$415K -$41.5K -986 -10%
WKWM
2473
Walter & Keenan Wealth Management
Indiana
$415K +$53.1K +1,261 +17%
PA
2474
Promethium Advisors
Maryland
$414K -$46.1K -1,095 -11%
BC
2475
Brio Consultants
California
$413K +$16.7K +396 +5%
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