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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2026
Mondrian Investment Partners
United Kingdom
$31K – – –
AA
2027
AlphaMark Advisors
Kentucky
$31K +$50 +2 +0.2%
KCM
2028
Kathmere Capital Management
Pennsylvania
$31K +$31.7K +1,275 New
RWM
2029
Raffa Wealth Management
District of Columbia
$30.7K +$274 +11 +0.9%
LAS
2030
Lloyd Advisory Services
Georgia
$30K -$12K -483 -28%
CWAF
2031
Core Wealth Advisors (Florida)
Florida
$29K +$25 +1 +0.1%
FMTCOCP
2032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
TIM
2033
Tortoise Investment Management
New York
$27K -$1.25K -50 -4%
DOA
2034
D'Orazio & Associates
Virginia
$27K +$1.47K +59 +6%
MS
2035
Marshall & Sullivan
Washington
$27K +$28.2K +1,133 New
SFG
2036
Sage Financial Group
Pennsylvania
$26K +$199 +8 +0.7%
FP
2037
Fiduciary Planning
Florida
$26K +$27.3K +1,098 New
PCC
2038
Park Circle Company
Maryland
$24K – – –
ST
2039
Sageworth Trust
Pennsylvania
$23K +$21.2K +852 +819%
CFN
2040
Cordasco Financial Network
Florida
$22K -$249 -10 -1%
CH
2041
Canton Hathaway
Rhode Island
$22K – – –
SAM
2042
Security Asset Management
New York
$22K +$23.2K +930 New
LWA
2043
Lowe Wealth Advisors
Maryland
$21K – – –
AW
2044
Avion Wealth
Texas
$21K +$19.1K +767 +619%
FGA
2045
Fortis Group Advisors
New Jersey
$20K +$20.9K +840 New
IF
2046
Ironwood Financial
Arizona
$19K -$2.49K -100 -11%
CPA
2047
Cowen Prime Advisors
New York
$18K – – –
MFT
2048
Moisand Fitzgerald Tamayo
Florida
$17K -$3.26K -131 -15%
EWM
2049
Elmwood Wealth Management
California
$17K – – –
PP
2050
PrairieView Partners
Minnesota
$17K +$50 +2 +0.3%
80 81
82
83 84