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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2026
Teza Capital Management
Illinois
$527K +$540K +11,852 New
TAM
2027
Townsend Asset Management
North Carolina
$525K -$74K -1,625 -12%
SFO
2028
Stokes Family Office
Louisiana
$525K +$67.6K +1,483 +14%
LAS
2029
LWM Advisory Services
Florida
$525K +$537K +11,797 New
WAM
2030
WFA Asset Management
Wisconsin
$524K +$537K +11,781 New
BIA
2031
BHK Investment Advisors
Alabama
$524K -$9.11K -200 -2%
V
2032
VeraBank
Texas
$524K – – –
CWM
2033
Centric Wealth Management
Illinois
$524K +$9.66K +212 +2%
SN
2034
Sittner & Nelson
Oregon
$523K – – –
HC
2035
Hoese & Co
Minnesota
$522K – – –
GKWIM
2036
Gerber Kawasaki Wealth & Investment Management
California
$522K +$124K +2,729 +30%
CWA
2037
Consilium Wealth Advisory
Texas
$522K +$535K +11,733 New
HFS
2038
Heritage Financial Services
Massachusetts
$522K +$535K +11,746 New
GP
2039
Greenline Partners
New York
$521K – – –
PG
2040
Patten Group
Tennessee
$521K +$173K +3,793 +48%
WCM
2041
Wedge Capital Management
North Carolina
$520K -$7.2K -158 -1%
RFA
2042
RTD Financial Advisors
Pennsylvania
$520K +$532K +11,688 New
LCM
2043
LVM Capital Management
Michigan
$519K -$31.8K -698 -6%
AFS
2044
Annapolis Financial Services
Maryland
$517K +$17.7K +389 +3%
PFA
2045
Pure Financial Advisors
California
$516K +$4.46K +98 +0.9%
FHC
2046
First Heartland Consultants
Missouri
$510K -$69.2K -1,518 -12%
BWM
2047
BT Wealth Management
Georgia
$510K +$173K +3,808 +50%
WIM
2048
Westside Investment Management
California
$508K -$22.3K -490 -2%
ARMT
2049
Amica Retiree Medical Trust
Rhode Island
$508K +$520K +11,410 New
EFA
2050
Evernest Financial Advisors
Indiana
$507K +$698K +15,324 New
80 81
82
83 84