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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2026
Zhang Financial
Michigan
$535K +$234K +5,197 +67%
PRC
2027
Pearl River Capital
Michigan
$534K +$584K +12,952 New
GPA
2028
Guidance Point Advisors
Massachusetts
$532K +$287K +6,369 +97%
ER
2029
Enlightenment Research
Florida
$532K +$528K +11,700 +975%
PG
2030
Patten Group
Tennessee
$531K +$52.6K +1,166 +10%
FIA
2031
Foundations Investment Advisors
Arizona
$530K -$408K -9,041 -39%
PSF
2032
Pacific Sun Financial
California
$530K – – –
WP
2033
WMS Partners
Maryland
$530K +$93.4K +2,069 +19%
FMP
2034
Financial Management Professionals
Texas
$530K +$141K +3,130 +32%
BLC
2035
Brown, Lisle/Cummings
Rhode Island
$529K -$10.3K -228 -2%
NWM
2036
Northcape Wealth Management
New York
$528K +$127K +2,817 +28%
IF
2037
Integrity Financial
Wyoming
$527K -$22K -487 -4%
BFWA
2038
Benchmark Financial Wealth Advisors
Florida
$524K +$274K +6,082 +92%
SC
2039
Sculptor Capital
New York
$523K -$388M -8,595,007 -100%
MMA
2040
Miracle Mile Advisors
California
$523K -$159K -3,532 -22%
CI
2041
CPR Investments
Michigan
$523K -$42.4K -940 -7%
GG
2042
Greenwood Gearhart
Arkansas
$523K – – –
BST
2043
Bath Savings Trust
Maine
$523K +$142K +3,148 +33%
SAM
2044
Synergy Asset Management
Washington
$522K -$41.5K -920 -7%
TWM
2045
Titus Wealth Management
California
$522K +$361 +8 +0.1%
BWM
2046
Blossom Wealth Management
California
$522K +$77.6K +1,720 +16%
SLA
2047
Silver Lake Advisory
Utah
$521K -$10.2K -225 -2%
DWM
2048
Drive Wealth Management
Utah
$521K +$90.7K +2,010 +19%
BPFA
2049
Barnes Pettey Financial Advisors
Mississippi
$518K -$41.5K -919 -7%
BDFN
2050
Bond & Devick Financial Network
Minnesota
$517K +$2.84K +63 +0.5%
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