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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2026
Wealthcare Capital Management
Virginia
$21K -$300 -10 -1%
PCC
2027
Park Circle Company
Maryland
$21K – – –
RCWMU
2028
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K – – –
SAM
2029
Security Asset Management
New York
$20K – – –
CFN
2030
Cordasco Financial Network
Florida
$20K +$300 +10 +1%
CA
2031
Centerpoint Advisors
Massachusetts
$20K +$23.4K +780 +488%
CH
2032
Canton Hathaway
Rhode Island
$19K -$57.4K -1,915 -68%
IF
2033
Ironwood Financial
Arizona
$19K +$3K +100 +13%
CC
2034
Cognios Capital
Kansas
$18K +$25.8K +859 New
DI
2035
Disciplined Investments
Oklahoma
$17K +$21.6K +719 +1,042%
TC
2036
Truvestments Capital
Florida
$17K +$24.4K +815 New
CPA
2037
Cowen Prime Advisors
New York
$16K +$22.8K +760 New
CBT
2038
Central Bank & Trust
Kentucky
$15K -$454K -15,136 -96%
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$15K +$30 +1 +0.1%
HWM
2040
HighMark Wealth Management
Minnesota
$15K +$1.71K +57 +8%
PP
2041
PrairieView Partners
Minnesota
$15K +$20.7K +689 New
BCM
2042
Brooktree Capital Management
Michigan
$14K – – –
SSWG
2043
Seven Springs Wealth Group
Tennessee
$14K – – –
CWM
2044
Cedar Wealth Management
California
$13K – – –
IFAM
2045
Institutional & Family Asset Management
Colorado
$13K +$779 +26 +4%
BAMG
2046
Brand Asset Management Group
Missouri
$12K -$67.5K -2,251 -80%
FEG
2047
Financial Enhancement Group
Indiana
$12K -$38.6K -1,286 -70%
CWM
2048
Cranbrook Wealth Management
Michigan
$12K – – –
CYG
2049
Clean Yield Group
Vermont
$12K +$7.5K +250 +83%
LWA
2050
Lenox Wealth Advisors
New York
$11K -$899 -30 -5%
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