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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
2026
Knollwood Investment Advisory
Maryland
$687K – – –
DDPIC
2027
Deroy & Devereaux Private Investment Counsel
Michigan
$687K -$66K -1,500 -9%
AFAS
2028
Acorn Financial Advisory Services
Virginia
$686K -$18.5K -420 -3%
SM
2029
Sciencast Management
New Jersey
$685K -$2.45M -55,595 -78%
CC
2030
Chicago Capital
Illinois
$682K +$69.8K +1,586 +11%
WFAG
2031
Wescott Financial Advisory Group
Pennsylvania
$677K +$18.2K +413 +3%
DWM
2032
Destination Wealth Management
California
$675K +$173K +3,922 +34%
NHT
2033
New Hampshire Trust
New Hampshire
$673K -$12.8K -290 -2%
GP
2034
Guardian Partners
Canada
$672K +$640K +14,549 New
CSB
2035
City State Bank
Iowa
$671K -$47.2K -1,073 -7%
WSA
2036
Warm Springs Advisors
California
$671K +$672K +15,265 New
SPWM
2037
Spartan Planning & Wealth Management
North Carolina
$671K +$671K +15,257 New
HNB
2038
Hilltop National Bank
Wyoming
$669K +$8.1K +184 +1%
FFG
2039
Frisch Financial Group
New York
$668K +$1.89K +43 +0.3%
GFA
2040
Gifford Fong Associates
California
$666K – – –
WAM
2041
WNY Asset Management
New York
$665K -$225K -5,125 -25%
SIC
2042
Shoker Investment Counsel
Ohio
$664K +$1.8K +41 +0.3%
IVP
2043
Intrinsic Value Partners
Arizona
$664K -$11.1K -252 -2%
PAM
2044
PCG Asset Management
New Jersey
$663K +$664K +15,090 New
CCP
2045
Cassia Capital Partners
North Carolina
$663K +$664K +15,086 New
ST
2046
Spinnaker Trust
Maine
$662K – – –
AFG
2047
Altiora Financial Group
Ohio
$660K – – –
FWSM
2048
First Wilshire Securities Management
California
$657K -$44.6K -1,013 -6%
OA
2049
Oxbow Advisors
Texas
$657K -$94.6K -2,150 -13%
DWM
2050
Dogwood Wealth Management
Kansas
$655K +$130K +2,953 +25%
80 81
82
83 84