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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2026
WealthStone
Ohio
$49.4K +$49.1K +1,702 New
NCM
2027
Next Capital Management
New York
$49K -$91.6K -3,176 -65%
PRC
2028
Pearl River Capital
Michigan
$48K -$162K -5,619 -77%
TIM
2029
Tortoise Investment Management
New York
$48K – – –
VCM
2030
Vigilant Capital Management
Maine
$44K -$5.05K -175 -10%
IWA
2031
Intercontinental Wealth Advisors
Texas
$44K +$115 +4 +0.3%
RCWMU
2032
Rothschild & Co Wealth Management (UK)
United Kingdom
$44K +$43.3K +1,500 New
SL
2033
Salomon & Ludwin
Virginia
$43K +$23.5K +814 +121%
RBC
2034
Roble Belko & Company
Pennsylvania
$41K – – –
VLKIM
2035
Van Lanschot Kempen Investment Management
Netherlands
$39K -$21.3K -737 -35%
HFM
2036
Harvest Fund Management
China
$39K – – –
MIP
2037
Mondrian Investment Partners
United Kingdom
$38K – – –
LWA
2038
Lowe Wealth Advisors
Maryland
$37K +$58 +2 +0.2%
WAM
2039
Wolverine Asset Management
Illinois
$35K +$35.7K +1,239 New
RA
2040
Rational Advisors
New York
$34K -$3.6M -124,837 -99%
FMTCOCP
2041
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
PCMK
2042
Paragon Capital Management (Kansas)
Kansas
$31K -$3.72K -129 -11%
SFG
2043
Sage Financial Group
Pennsylvania
$31K +$144 +5 +0.5%
FRA
2044
Front Row Advisors
California
$30K -$1.38K -48 -4%
CFN
2045
Cordasco Financial Network
Florida
$27K -$7.58K -263 -22%
SAM
2046
Security Asset Management
New York
$27K – – –
DOA
2047
D'Orazio & Associates
Virginia
$27K +$9.86K +342 +59%
CFGS
2048
Concourse Financial Group Securities
Alabama
$24K -$2.39M -82,735 -99%
EWM
2049
Elmwood Wealth Management
California
$23K – – –
IF
2050
Ironwood Financial
Arizona
$23K – – –
80 81
82
83 84