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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2026
Crews Bank & Trust
Florida
$898K +$25.6K +482 +3%
HCMG
2027
Howard Capital Management Group
California
$897K – – –
HKAM
2028
Horizon Kinetics Asset Management
New York
$897K -$38.6K -725 -4%
CWM
2029
C2C Wealth Management
Arizona
$893K -$18.3K -344 -2%
RCA
2030
Ranch Capital Advisors
Florida
$892K +$82.5K +1,551 +11%
KIA
2031
Knollwood Investment Advisory
Maryland
$891K – – –
MG
2032
Marex Group
$891K -$1.26M -23,624 -60%
DA
2033
Doliver Advisors
Texas
$891K +$7.29K +137 +0.9%
FCM
2034
Fire Capital Management
California
$890K +$163K +3,074 +25%
GPI
2035
General Partner Inc
Pennsylvania
$890K – – –
JRPIM
2036
Journey Retirement Planning & Investment Management
Idaho
$889K +$124K +2,332 +18%
VAG
2037
VisionPoint Advisory Group
Texas
$888K +$65.9K +1,239 +9%
SCA
2038
Stokes Capital Advisors
South Carolina
$886K +$171K +3,219 +26%
RIAS
2039
Rachor Investment Advisory Services
Michigan
$885K +$3.88K +73 +0.5%
HC
2040
Headland Capital
South Carolina
$885K -$53.2K -1,000 -6%
WA
2041
WESPAC Advisors
California
$885K +$4.68K +88 +0.6%
MHC
2042
May Hill Capital
Massachusetts
$884K +$163K +3,065 +25%
PTFIS
2043
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$883K +$161K +3,032 +24%
LIM
2044
Lathrop Investment Management
Arkansas
$883K -$5.32K -100 -0.6%
MCM
2045
Manchester Capital Management
Vermont
$882K -$123K -2,314 -13%
CFG
2046
CKW Financial Group
Hawaii
$882K +$2.98K +56 +0.4%
AIA
2047
AIMZ Investment Advisors
California
$875K -$53.2K -1,000 -6%
AIA
2048
Arbor Investment Advisors
North Carolina
$875K +$387K +7,278 +90%
TTWM
2049
TCV Trust & Wealth Management
Virginia
$875K +$39.5K +742 +5%
PCM
2050
Pointe Capital Management
Michigan
$874K – – –
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