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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2026
Southeast Asset Advisors
Georgia
$632K +$225K +5,044 +50%
SIC
2027
Shoker Investment Counsel
Ohio
$632K +$1.83K +41 +0.3%
GFA
2028
Gifford Fong Associates
California
$632K – – –
ZIG
2029
Zuckerman Investment Group
Illinois
$628K – – –
AA
2030
Argent Advisors
Louisiana
$628K -$1.51M -33,856 -69%
AFG
2031
Altiora Financial Group
Ohio
$626K – – –
OL
2032
Optas LLC
Texas
$626K +$20.7K +464 +3%
MSR
2033
Main Street Research
Connecticut
$621K +$36.5K +819 +6%
SWA
2034
SOA Wealth Advisors
New York
$621K -$208K -4,670 -24%
SMA
2035
Seven Mile Advisory
New Jersey
$619K +$1.07K +24 +0.2%
CCB
2036
Cutter & Co Brokerage
Missouri
$616K +$184K +4,127 +39%
PAM
2037
PCG Asset Management
New Jersey
$616K -$14.7K -330 -2%
CSB
2038
City State Bank
Iowa
$614K -$25K -562 -4%
LF
2039
Lantz Financial
Illinois
$613K +$1.65K +37 +0.3%
BWM
2040
Blossom Wealth Management
California
$613K -$121K -2,715 -16%
CAM
2041
Creekmur Asset Management
Illinois
$612K +$652K +14,642 +45,756%
NHT
2042
New Hampshire Trust
New Hampshire
$612K -$29.1K -654 -4%
ZBNA
2043
Zions Bancorporation, National Association
Utah
$609K +$650K +14,584 New
CCA
2044
Childress Capital Advisors
Texas
$608K -$642K -14,415 -50%
ABLA
2045
Alan B. Lancz & Associates
Ohio
$608K -$60.2K -1,350 -8%
ALC
2046
Alexander Labrunerie & Co
Missouri
$608K +$2.72K +61 +0.4%
FFG
2047
Frisch Financial Group
New York
$607K -$29.5K -661 -4%
G
2048
GenTrust
Florida
$607K -$1.11K -25 -0.2%
BWA
2049
Brave Warrior Advisors
New York
$606K – – –
KFP
2050
KMG Fiduciary Partners
Ohio
$606K -$2.5K -56 -0.4%
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