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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2026
Oxbow Advisors
Texas
$348K – – –
KIG
2027
Kowal Investment Group
Wisconsin
$347K +$11.4K +387 +3%
KFA
2028
Kapstone Financial Advisors
Ohio
$346K +$14.8K +500 +4%
CW
2029
Channel Wealth
California
$345K +$114K +3,846 +44%
HWM
2030
Hemington Wealth Management
Virginia
$345K -$25.7K -870 -6%
LFP
2031
Lakeshore Financial Planning
Michigan
$345K +$373K +12,595 New
ACM
2032
Arcataur Capital Management
Wisconsin
$345K – – –
CCFCSB
2033
Cape Cod Five Cents Savings Bank
Massachusetts
$345K +$372K +12,588 New
P
2034
&Partners
Tennessee
$344K -$16.5K -559 -4%
RIG
2035
RiverFront Investment Group
Virginia
$344K +$53.3K +1,800 +17%
CIM
2036
CIM Investment Management
Pennsylvania
$344K -$7.93K -268 -2%
TFCP
2037
Twin Focus Capital Partners
Massachusetts
$343K -$235K -7,932 -39%
V
2038
VeraBank
Texas
$342K – – –
FPCP
2039
Fort Point Capital Partners
California
$342K +$22.6K +765 +7%
GM
2040
Granger Management
New York
$342K +$7.99K +270 +2%
TWM
2041
Tradition Wealth Management
Minnesota
$340K +$888 +30 +0.2%
SLA
2042
Silver Lake Advisory
Utah
$340K +$2.72K +92 +0.7%
PI
2043
PGGM Investments
Netherlands
$339K -$3.31M -112,006 -90%
AAP
2044
Arax Advisory Partners
Colorado
$338K +$444 +15 +0.1%
CWS
2045
Confluence Wealth Services
Pennsylvania
$337K +$769 +26 +0.2%
CCFM
2046
Clear Creek Financial Management
Washington
$337K +$7.22K +244 +2%
CIC
2047
Chilton Investment Company
Connecticut
$337K -$66.2K -2,238 -15%
HA
2048
HC Advisors
Georgia
$337K +$25.7K +867 +8%
BMC
2049
Benin Management Corp
Connecticut
$336K -$5.68K -192 -2%
FHC
2050
First Heartland Consultants
Missouri
$336K +$22.9K +775 +7%
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