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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2026
Stokes Capital Advisors
South Carolina
$886K +$171K +3,219 +26%
RIAS
2027
Rachor Investment Advisory Services
Michigan
$885K +$3.88K +73 +0.5%
HC
2028
Headland Capital
South Carolina
$885K -$53.2K -1,000 -6%
WA
2029
WESPAC Advisors
California
$885K +$4.68K +88 +0.6%
MHC
2030
May Hill Capital
Massachusetts
$884K +$163K +3,065 +25%
PTFIS
2031
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$883K +$161K +3,032 +24%
LIM
2032
Lathrop Investment Management
Arkansas
$883K -$5.32K -100 -0.6%
MCM
2033
Manchester Capital Management
Vermont
$882K -$123K -2,314 -13%
CFG
2034
CKW Financial Group
Hawaii
$882K +$2.98K +56 +0.4%
AIA
2035
AIMZ Investment Advisors
California
$875K -$53.2K -1,000 -6%
AIA
2036
Arbor Investment Advisors
North Carolina
$875K +$387K +7,278 +90%
TTWM
2037
TCV Trust & Wealth Management
Virginia
$875K +$39.5K +742 +5%
PCM
2038
Pointe Capital Management
Michigan
$874K – – –
GPW
2039
Gentry Private Wealth
Kansas
$872K +$92.8K +1,745 +13%
VFG
2040
Victory Financial Group
Texas
$871K +$92.9K +1,746 +13%
JWM
2041
JGP Wealth Management
Oregon
$870K +$31.3K +588 +4%
BFM
2042
Boothbay Fund Management
New York
$870K +$143K +2,683 +21%
GKWIM
2043
Gerber Kawasaki Wealth & Investment Management
California
$866K -$18.5K -348 -2%
VW
2044
Vantus Wealth
Pennsylvania
$866K +$808K +15,196 New
OWA
2045
Outlook Wealth Advisors
Texas
$864K +$6.81K +128 +0.9%
CA
2046
Continuum Advisory
Idaho
$862K -$297K -5,591 -27%
TF
2047
Tompkins Financial
New York
$862K – – –
SIC
2048
Shoker Investment Counsel
Ohio
$862K +$1.81K +34 +0.2%
WBWA
2049
William B. Walkup & Associates
South Carolina
$857K +$64.7K +1,216 +9%
AFG
2050
Altiora Financial Group
Ohio
$855K – – –
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