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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2026
Bellevue Asset Management
Washington
$356K -$6.9K -200 -2%
CBT
2027
CoreFirst Bank & Trust
Kansas
$355K – – –
PHAM
2028
Palisades Hudson Asset Management
Florida
$355K – – –
WDL
2029
Well Done LLC
Michigan
$355K +$8.59K +249 +3%
HAIM
2030
Hunter Associates Investment Management
Pennsylvania
$352K -$6.9K -200 -2%
CAM
2031
Claret Asset Management
Quebec, Canada
$352K +$12.3K +357 +4%
GFP
2032
Gryphon Financial Partners
Ohio
$352K +$16.1K +468 +5%
AWMG
2033
Alliance Wealth Management Group
New Jersey
$351K -$4.31K -125 -1%
GSBTD
2034
Glenview State Bank Trust Department
Illinois
$351K – – –
SIA
2035
SkyView Investment Advisors
New Jersey
$350K -$22.5K -651 -7%
GD
2036
Grandfield & Dodd
New York
$350K +$31.4K +910 +11%
ACM
2037
Allred Capital Management
Texas
$349K +$4.97K +144 +2%
WGA
2038
Weather Gauge Advisory
Virginia
$349K -$37.1K -1,075 -11%
HR
2039
Hardy Reed
Mississippi
$349K -$1.03K -30 -0.3%
CCFCSB
2040
Cape Cod Five Cents Savings Bank
Massachusetts
$348K -$30.2K -875 -9%
SCM
2041
Sterneck Capital Management
Missouri
$347K -$60.3K -1,748 -16%
JAG
2042
Journey Advisory Group
Kentucky
$346K -$14.7K -426 -5%
DA
2043
DSC Advisors
Illinois
$346K +$309K +8,945 New
PIP
2044
Peachtree Investment Partners
Florida
$346K +$309K +8,949 New
DIM
2045
Delta Investment Management
California
$344K -$17.4K -504 -5%
SAM
2046
Security Asset Management
New York
$343K +$414 +12 +0.1%
HWM
2047
Hemington Wealth Management
Virginia
$343K +$3.28K +95 +1%
ACA
2048
Affinity Capital Advisors
California
$340K -$41.8K -1,211 -12%
SMC
2049
Smith, Moore & Co
Missouri
$337K -$35.8K -1,037 -11%
WP
2050
WMS Partners
Maryland
$336K – – –
80 81
82
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