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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
2026
Sumitomo Mitsui Financial Group
Japan
$58K +$57.5K +2,000 New
FEG
2027
Financial Enhancement Group
Indiana
$54K – – –
VCM
2028
Vigilant Capital Management
Maine
$50K +$5.75K +200 +13%
RWM
2029
Raffa Wealth Management
District of Columbia
$44.6K +$44K +1,530 New
SL
2030
Salomon & Ludwin
Virginia
$43K – – –
SWM
2031
Selective Wealth Management
Virginia
$43K +$42.2K +1,468 New
TIM
2032
Tortoise Investment Management
New York
$42K -$5.75K -200 -12%
RBC
2033
Roble Belko & Company
Pennsylvania
$41K – – –
MIP
2034
Mondrian Investment Partners
United Kingdom
$39K – – –
VLKIM
2035
Van Lanschot Kempen Investment Management
Netherlands
$39K – – –
LFG
2036
Larson Financial Group
Missouri
$39K +$25.3K +880 +196%
LWA
2037
Lowe Wealth Advisors
Maryland
$38K +$58 +2 +0.2%
FMTCOCP
2038
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
PCC
2039
Park Circle Company
Maryland
$29K -$288K -10,000 -91%
RCWMU
2040
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$15.4K -535 -36%
FRA
2041
Front Row Advisors
California
$27K -$2.9K -101 -10%
CFN
2042
Cordasco Financial Network
Florida
$27K – – –
DOA
2043
D'Orazio & Associates
Virginia
$27K – – –
SAM
2044
Security Asset Management
New York
$27K – – –
EWA
2045
Evolution Wealth Advisors
Florida
$26K -$20.5M -713,327 -100%
GWAG
2046
Garrett Wealth Advisory Group
Texas
$25.2K +$24.8K +863 New
EWM
2047
Elmwood Wealth Management
California
$24K – – –
IF
2048
Ironwood Financial
Arizona
$23K – – –
MFT
2049
Moisand Fitzgerald Tamayo
Florida
$21K +$86 +3 +0.4%
NC
2050
NewSquare Capital
Pennsylvania
$20K -$33.1K -1,150 -62%
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