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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2026
Maven Securities
Jersey
$716K -$2.19M -51,944 -77%
LCG
2027
Lakeshore Capital Group
Illinois
$715K -$34K -807 -5%
ST
2028
Spinnaker Trust
Maine
$715K +$37.9K +900 +6%
TIA
2029
Tiemann Investment Advisors
California
$715K +$46.7K +1,110 +8%
BMC
2030
Benin Management Corp
Connecticut
$714K +$146K +3,467 +30%
TC
2031
TAGStone Capital
North Carolina
$713K +$47.1K +1,120 +8%
ZIG
2032
Zuckerman Investment Group
Illinois
$713K – – –
MAG
2033
M3 Advisory Group
Massachusetts
$712K +$32.1K +762 +5%
FMN
2034
Financial Management Network
California
$712K +$12.5K +296 +2%
AFG
2035
Altiora Financial Group
Ohio
$710K – – –
LWA
2036
Lantern Wealth Advisors
New York
$710K +$631K +15,001 New
PI
2037
Parkside Investments
Illinois
$710K -$421K -10,000 -40%
HAM
2038
Hedges Asset Management
Nevada
$710K -$379K -9,000 -38%
CCA
2039
Catalyst Capital Advisors
New York
$708K +$209K +4,956 +50%
GAM
2040
Gemmer Asset Management
California
$707K +$97.2K +2,311 +18%
FAG
2041
Fortitude Advisory Group
Washington
$702K -$4.04K -96 -0.6%
CCA
2042
Childress Capital Advisors
Texas
$702K +$10.7K +255 +2%
CCA
2043
Coign Capital Advisors
Utah
$701K +$12.8K +305 +2%
BEAM
2044
Baker Ellis Asset Management
Washington
$697K -$63.1K -1,500 -9%
CSB
2045
City State Bank
Iowa
$696K – – –
SPWM
2046
Spartan Planning & Wealth Management
North Carolina
$695K +$301K +7,144 +95%
NHT
2047
New Hampshire Trust
New Hampshire
$694K – – –
AWP
2048
Ascent Wealth Partners
New York
$693K -$94.2K -2,239 -13%
ALC
2049
Alexander Labrunerie & Co
Missouri
$691K +$1.6K +38 +0.3%
NWAG
2050
Net Worth Advisory Group
Utah
$691K +$196K +4,661 +47%
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