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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2026
Alerus Financial
North Dakota
$431K -$65.9K -1,912 -13%
AP
2027
Atwood & Palmer
Missouri
$431K – – –
AWP
2028
Ascent Wealth Partners
New York
$430K -$47.8K -1,387 -10%
JC
2029
JB Capital
Connecticut
$429K +$121K +3,511 +37%
RP
2030
Rice Partnership
Hawaii
$428K -$2.69K -78 -0.6%
WFI
2031
West Family Investments
California
$427K -$312K -9,054 -41%
SPP
2032
Single Point Partners
Massachusetts
$427K -$81.2K -2,356 -15%
FFG
2033
Frisch Financial Group
New York
$427K +$2.1K +61 +0.5%
BFC
2034
Bedel Financial Consulting
Indiana
$425K -$2.17K -63 -0.5%
SC
2035
Saiph Capital
New Jersey
$425K +$3.07K +89 +0.1%
SLA
2036
Silver Lake Advisory
Utah
$424K +$3.1K +90 +0.7%
EA
2037
Ergawealth Advisors
Illinois
$424K +$441K +12,800 New
AFG
2038
Albion Financial Group
Utah
$423K -$8.13K -236 -2%
KFP
2039
KMG Fiduciary Partners
Ohio
$422K -$26.5K -770 -6%
CWMU
2040
Caliber Wealth Management (Utah)
Utah
$422K +$439K +12,749 New
WMSA
2041
Weiss Multi-Strategy Advisers
New York
$422K -$6.32M -183,515 -94%
HC
2042
Hamilton Capital
Ohio
$422K +$149K +4,330 +52%
SIC
2043
Sigma Investment Counselors
Michigan
$421K +$67.4K +1,956 +18%
FHC
2044
First Heartland Consultants
Missouri
$420K +$4.99K +145 +1%
CCM
2045
Condor Capital Management
New Jersey
$419K +$12.8K +371 +3%
LNB
2046
Ledyard National Bank
$418K -$42.8K -1,243 -9%
VAFP
2047
Vahanian & Associates Financial Planning
New York
$418K – – –
TCMP
2048
Thrive Capital Management (Pennsylvania)
Pennsylvania
$417K +$6.61K +192 +2%
AF
2049
Apexium Financial
Texas
$416K +$36K +1,044 +9%
CG
2050
Clarus Group
Texas
$415K +$1.24K +36 +0.3%
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