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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2026
Well Done LLC
Michigan
$378K – – –
FVWA
2027
Foster Victor Wealth Advisors
South Carolina
$378K +$2.34K +57 +0.6%
ML
2028
McAdam LLC
Pennsylvania
$376K +$14.6K +356 +4%
PIP
2029
Peachtree Investment Partners
Florida
$375K +$5.49K +134 +1%
AWMG
2030
Alliance Wealth Management Group
New Jersey
$374K – – –
ACM
2031
Allred Capital Management
Texas
$373K +$779 +19 +0.2%
WGA
2032
Weather Gauge Advisory
Virginia
$372K – – –
KA
2033
Klingman & Associates
New York
$372K +$13.9K +340 +4%
KOMWMG
2034
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$372K +$23.7K +577 +7%
LBD
2035
Landsberg Bennett & Dubbaneh
Florida
$371K -$20.2K -492 -5%
BAM
2036
Bellevue Asset Management
Washington
$371K -$6.15K -150 -2%
HR
2037
Hardy Reed
Mississippi
$371K -$1.02K -25 -0.3%
MG
2038
Mather Group
Illinois
$370K +$11.6K +283 +3%
CCMD
2039
Cypress Capital Management (Delaware)
Delaware
$369K -$20.9K -510 -5%
FMP
2040
Financial Management Professionals
Texas
$368K +$27.5K +672 +8%
DIM
2041
Delta Investment Management
California
$367K +$82 +2 +0%
SAM
2042
Security Asset Management
New York
$366K +$410 +10 +0.1%
GKWIM
2043
Gerber Kawasaki Wealth & Investment Management
California
$365K +$50.5K +1,232 +16%
CCFCSB
2044
Cape Cod Five Cents Savings Bank
Massachusetts
$364K -$6.15K -150 -2%
GFP
2045
Gryphon Financial Partners
Ohio
$364K +$65.5K +1,598 +18%
UAS
2046
United Asset Strategies
New York
$362K -$4.22M -103,037 -92%
JAM
2047
JCIC Asset Management
Ontario, Canada
$362K +$1.64K +40 +0.6%
BWP
2048
BSW Wealth Partners
Colorado
$361K +$26.7K +652 +8%
SMC
2049
Smith, Moore & Co
Missouri
$359K +$82 +2 +0%
MWM
2050
Maltin Wealth Management
New Jersey
$359K +$1.84K +45 +0.5%
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