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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2026
Orleans Capital Management
Louisiana
$367K – – –
EA
2027
Ergawealth Advisors
Illinois
$367K – – –
AFG
2028
Albion Financial Group
Utah
$367K +$1.14K +40 +0.3%
SCG
2029
Sonata Capital Group
Washington
$367K -$9.82K -344 -3%
WJA
2030
Willis Johnson & Associates
Texas
$366K -$26K -910 -7%
SFO
2031
Stokes Family Office
Louisiana
$365K +$67K +2,348 +23%
JC
2032
JB Capital
Connecticut
$365K -$23.6K -827 -6%
GWP
2033
Gateway Wealth Partners
Wisconsin
$365K +$138K +4,843 +62%
OA
2034
Oxbow Advisors
Texas
$364K – – –
HI
2035
Humankind Investments
New York
$363K -$149K -5,209 -29%
BCM
2036
Barden Capital Management
Texas
$362K -$44.5K -1,561 -11%
AF
2037
Apexium Financial
Texas
$362K +$4.82K +169 +1%
APW
2038
Austin Private Wealth
Texas
$362K +$32.1K +1,124 +10%
ACM
2039
Arcataur Capital Management
Wisconsin
$361K +$359K +12,593 New
CWA
2040
CM Wealth Advisors
Ohio
$360K -$1.53M -53,525 -83%
OPWM
2041
Oxinas Partners Wealth Management
Indiana
$360K +$358K +12,540 New
GAM
2042
Gemmer Asset Management
California
$359K -$44.2K -1,549 -11%
V
2043
VeraBank
Texas
$358K -$17.5K -612 -5%
BIA
2044
Barry Investment Advisors
Massachusetts
$358K -$97.3K -3,409 -21%
BMC
2045
Benin Management Corp
Connecticut
$358K +$5.17K +181 +1%
MC
2046
Middleton & Co
Massachusetts
$358K -$208K -7,296 -37%
GPA
2047
Guidance Point Advisors
Massachusetts
$356K -$19.5K -684 -5%
TWM
2048
Tradition Wealth Management
Minnesota
$355K -$9.87K -346 -3%
PFA
2049
Pure Financial Advisors
California
$355K -$397K -13,912 -53%
BP
2050
BBR Partners
New York
$355K -$25K -875 -7%
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