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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FC
2026
Forte Capital
New York
$688K -$44 -1 -0%
KIA
2027
Knollwood Investment Advisory
Maryland
$687K – – –
DDPIC
2028
Deroy & Devereaux Private Investment Counsel
Michigan
$687K -$66K -1,500 -9%
AFAS
2029
Acorn Financial Advisory Services
Virginia
$686K -$18.5K -420 -3%
SM
2030
Sciencast Management
New Jersey
$685K -$2.45M -55,595 -78%
Chicago Capital
2031
Chicago Capital
Illinois
$682K +$69.8K +1,586 +11%
WFAG
2032
Wescott Financial Advisory Group
Pennsylvania
$677K +$18.2K +413 +3%
Destination Wealth Management
2033
Destination Wealth Management
California
$675K +$173K +3,922 +34%
NHT
2034
New Hampshire Trust
New Hampshire
$673K -$12.8K -290 -2%
GP
2035
Guardian Partners
Canada
$672K +$640K +14,549 New
CSB
2036
City State Bank
Iowa
$671K -$47.2K -1,073 -7%
WSA
2037
Warm Springs Advisors
California
$671K +$672K +15,265 New
SPWM
2038
Spartan Planning & Wealth Management
North Carolina
$671K +$671K +15,257 New
HNB
2039
Hilltop National Bank
Wyoming
$669K +$8.1K +184 +1%
FFG
2040
Frisch Financial Group
New York
$668K +$1.89K +43 +0.3%
GFA
2041
Gifford Fong Associates
California
$666K – – –
WAM
2042
WNY Asset Management
New York
$665K -$225K -5,125 -25%
SIC
2043
Shoker Investment Counsel
Ohio
$664K +$1.8K +41 +0.3%
IVP
2044
Intrinsic Value Partners
Arizona
$664K -$11.1K -252 -2%
PAM
2045
PCG Asset Management
New Jersey
$663K +$664K +15,090 New
CCP
2046
Cassia Capital Partners
North Carolina
$663K +$664K +15,086 New
ST
2047
Spinnaker Trust
Maine
$662K – – –
AFG
2048
Altiora Financial Group
Ohio
$660K – – –
FWSM
2049
First Wilshire Securities Management
California
$657K -$44.6K -1,013 -6%
OA
2050
Oxbow Advisors
Texas
$657K -$94.6K -2,150 -13%