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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2026
Darwin Wealth Management
Florida
$257K +$5.14K +159 +2%
TLP
2027
Trinity Legacy Partners
Texas
$256K -$46.2K -1,430 -16%
JHCP
2028
Jackson Hole Capital Partners
Oklahoma
$256K – – –
BWM
2029
BCS Wealth Management
Tennessee
$255K +$234K +7,243 New
CG
2030
CFO4Life Group
Texas
$254K -$13.3K -413 -5%
C
2031
Certuity
Florida
$254K +$233K +7,213 New
HGWM
2032
Harvest Group Wealth Management
Massachusetts
$253K -$72K -2,227 -24%
SCG
2033
Sonata Capital Group
Washington
$253K +$970 +30 +0.4%
MWPCG
2034
Measured Wealth Private Client Group
New Hampshire
$253K +$232K +7,170 New
CST
2035
Charles Schwab Trust
Nevada
$253K +$232K +7,190 New
RRWA
2036
Rainey & Randall Wealth Advisors
Florida
$252K -$105K -3,251 -31%
GAM
2037
Gould Asset Management
California
$251K -$115K -3,550 -33%
MSR
2038
Main Street Research
Connecticut
$251K -$38.1K -1,178 -14%
PAM
2039
Peak Asset Management
Colorado
$251K – – –
HWA
2040
HHM Wealth Advisors
Tennessee
$250K +$230K +7,103 New
SFA
2041
Stewardship Financial Advisors
Georgia
$249K -$30.8K -952 -12%
BL
2042
Balentine LLC
Georgia
$249K +$20.7K +642 +10%
TA
2043
TFG Advisers
Michigan
$248K -$20.1K -622 -8%
AWM
2044
Aprio Wealth Management
Georgia
$248K +$228K +7,041 New
AA
2045
AF Advisors
California
$247K +$226K +7,000 New
RCA
2046
Ranch Capital Advisors
Florida
$247K +$226K +7,007 New
TA
2047
TCG Advisors
Texas
$247K +$227K +7,021 New
GD
2048
Grandfield & Dodd
New York
$246K – – –
HI
2049
Human Investing
Oregon
$246K +$14K +432 +7%
EIP
2050
Ellis Investment Partners
Pennsylvania
$245K +$549 +17 +0.2%
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