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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2451
Matthew Hamilton Rosenberg
$458K – – –
CL
2452
CLG LLC
California
$457K +$51.7K +1,059 +14%
UFF
2453
USA Financial Formulas
Michigan
$457K +$418K +8,569 +2,925%
AFT
2454
Alpha Family Trust
California
$457K – – –
WKWM
2455
Walter & Keenan Wealth Management
Indiana
$457K +$4.68K +96 +1%
SPWG
2456
Sage Private Wealth Group
Illinois
$455K +$430K +8,820 New
BWP
2457
Balboa Wealth Partners
Arizona
$454K +$32.5K +667 +8%
HR
2458
Hardy Reed
Mississippi
$453K +$52.4K +1,075 +14%
FSA
2459
Franklin Street Advisors
North Carolina
$453K -$7.22K -148 -2%
AWP
2460
Axis Wealth Partners
Rhode Island
$453K -$23.6K -484 -5%
AFP
2461
Alpha Financial Partners
Kentucky
$453K +$2.83K +58 +0.7%
SMH
2462
Sanders Morris Harris
Texas
$453K +$36.6K +750 +9%
BBPWM
2463
Blue Bell Private Wealth Management
Pennsylvania
$452K +$178K +3,643 +71%
PA
2464
Promethium Advisors
Maryland
$451K – – –
WWC
2465
Waypoint Wealth Counsel
Georgia
$451K +$53.9K +1,104 +14%
TA
2466
Townsend & Associates
Colorado
$450K – – –
HCM
2467
Hengehold Capital Management
Ohio
$449K +$7.51K +154 +2%
RDFA
2468
Ritter Daniher Financial Advisory
Ohio
$449K +$205K +4,196 +93%
SC
2469
Sawyer & Company
Massachusetts
$449K +$41.8K +856 +10%
OFO
2470
OneAscent Family Office
Alabama
$449K -$19.9K -407 -4%
SWM
2471
Sendero Wealth Management
Texas
$449K +$30.5K +625 +8%
EWS
2472
Evergreen Wealth Solutions
Pennsylvania
$449K -$14K -287 -3%
NEPPG
2473
New England Professional Planning Group
Rhode Island
$449K – – –
FWM
2474
FMB Wealth Management
California
$449K – – –
FTA
2475
Financial & Tax Architects
Missouri
$448K +$16.4K +336 +4%
97 98
99
100 101