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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2026
Pinnacle Wealth Management Group
Michigan
$365K – – –
BHA
2027
Beech Hill Advisors
New York
$364K – – –
GFP
2028
Gryphon Financial Partners
Ohio
$364K +$68.8K +2,059 +21%
GM
2029
Granger Management
New York
$363K -$1.84M -54,940 -82%
RCA
2030
Ranch Capital Advisors
Florida
$363K -$113K -3,383 -22%
SFS
2031
Summit Financial Strategies
Ohio
$363K +$4.18K +125 +1%
WAM
2032
WFA Asset Management
Wisconsin
$361K – – –
AMC
2033
Asset Management Corp
Illinois
$361K -$41.8K -1,251 -9%
NFG
2034
Nadler Financial Group
Illinois
$360K +$1.67K +50 +0.4%
BEAM
2035
Baker Ellis Asset Management
Washington
$360K +$83.6K +2,500 +27%
NWA
2036
New World Advisors
Massachusetts
$359K -$66.9K -2,000 -14%
FMTC
2037
Farmers & Merchants Trust Company
California
$359K -$5.48K -164 -1%
FTC
2038
Farmers Trust Company
Ohio
$358K – – –
SFG
2039
Summit Financial Group
West Virginia
$358K – – –
CCT
2040
Capital City Trust
Florida
$357K -$10K -300 -2%
CAM
2041
Campion Asset Management
Virginia
$357K – – –
HBW
2042
Hazlett, Burt & Watson
West Virginia
$357K +$6.69K +200 +2%
VFA
2043
Voya Financial Advisors
Connecticut
$357K +$33.4K +999 +9%
KA
2044
Kercheville Advisors
Texas
$356K -$6.45K -193 -2%
SAM
2045
Synergy Asset Management
Washington
$356K -$4.11K -123 -1%
BIA
2046
BHK Investment Advisors
Alabama
$356K – – –
KWM
2047
Kolinsky Wealth Management
New Jersey
$356K +$4.25K +127 +1%
HAS
2048
HBW Advisory Services
California
$356K +$33.8K +1,012 +9%
FNBOSM
2049
First National Bank of South Miami
Florida
$355K -$84.4K -2,524 -18%
TAM
2050
Townsend Asset Management
North Carolina
$355K – – –
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