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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2026
Institutional & Family Asset Management
Colorado
$16K +$760 +28 +4%
EWA
2027
ERTS Wealth Advisors
Michigan
$16K +$17.4K +640 New
CWM
2028
Cedar Wealth Management
California
$15K – – –
NCM
2029
New Capital Management
Texas
$15K – – –
KL
2030
KWMG LLC
Kansas
$15K +$81 +3 +0.5%
TRCT
2031
Tower Research Capital (TRC)
New York
$14K -$1.58M -58,156 -99%
DOA
2032
D'Orazio & Associates
Virginia
$14K +$15.7K +580 New
AA
2033
AlphaMark Advisors
Kentucky
$13K +$81 +3 +0.6%
PFO
2034
Pathstone Family Office
New Jersey
$12K -$5.45K -201 -29%
GWA
2035
Guidant Wealth Advisors
Illinois
$12K -$1.74K -64 -11%
AWMS
2036
Advocacy Wealth Management Services
Georgia
$12K – – –
TF
2037
Tompkins Financial
New York
$12K – – –
SL
2038
Salomon & Ludwin
Virginia
$12K +$13.3K +489 New
TCCM
2039
Timber Creek Capital Management
Massachusetts
$11K – – –
AIS
2040
Accurate Investment Solutions
Pennsylvania
$11K +$81 +3 +0.6%
AWMF
2041
Arbor Wealth Management (Florida)
Florida
$11K +$11.7K +433 New
FPB
2042
First PREMIER Bank
South Dakota
$10K – – –
JWM
2043
Janiczek Wealth Management
Colorado
$10K – – –
CAGAS
2044
Capital Advisory Group Advisory Services
Minnesota
$10K +$10.8K +397 New
PAI
2045
Pittenger & Anderson Inc
Nebraska
$8K -$54.3K -2,000 -86%
TVWM
2046
Tower View Wealth Management
Wisconsin
$8K -$2.66K -98 -24%
CB
2047
CNB Bank
Pennsylvania
$8K – – –
FLI
2048
Family Legacy Inc
South Carolina
$8K – – –
SWP
2049
Strategic Wealth Partners
Ohio
$8K +$868 +32 +12%
CA
2050
Centerpoint Advisors
Massachusetts
$7K – – –
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