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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
PBMares Wealth Management
Virginia
$716K -$19.6K -466 -3%
MS
2027
Maven Securities
Jersey
$716K -$2.19M -51,944 -77%
LCG
2028
Lakeshore Capital Group
Illinois
$715K -$34K -807 -5%
ST
2029
Spinnaker Trust
Maine
$715K +$37.9K +900 +6%
TIA
2030
Tiemann Investment Advisors
California
$715K +$46.7K +1,110 +8%
BMC
2031
Benin Management Corp
Connecticut
$714K +$146K +3,467 +30%
TC
2032
TAGStone Capital
North Carolina
$713K +$47.1K +1,120 +8%
ZIG
2033
Zuckerman Investment Group
Illinois
$713K – – –
MAG
2034
M3 Advisory Group
Massachusetts
$712K +$32.1K +762 +5%
FMN
2035
Financial Management Network
California
$712K +$12.5K +296 +2%
AFG
2036
Altiora Financial Group
Ohio
$710K – – –
LWA
2037
Lantern Wealth Advisors
New York
$710K +$631K +15,001 New
PI
2038
Parkside Investments
Illinois
$710K -$421K -10,000 -40%
HAM
2039
Hedges Asset Management
Nevada
$710K -$379K -9,000 -38%
CCA
2040
Catalyst Capital Advisors
New York
$708K +$209K +4,956 +50%
GAM
2041
Gemmer Asset Management
California
$707K +$97.2K +2,311 +18%
FAG
2042
Fortitude Advisory Group
Washington
$702K -$4.04K -96 -0.6%
CCA
2043
Childress Capital Advisors
Texas
$702K +$10.7K +255 +2%
CCA
2044
Coign Capital Advisors
Utah
$701K +$12.8K +305 +2%
BEAM
2045
Baker Ellis Asset Management
Washington
$697K -$63.1K -1,500 -9%
CSB
2046
City State Bank
Iowa
$696K – – –
SPWM
2047
Spartan Planning & Wealth Management
North Carolina
$695K +$301K +7,144 +95%
NHT
2048
New Hampshire Trust
New Hampshire
$694K – – –
AWP
2049
Ascent Wealth Partners
New York
$693K -$94.2K -2,239 -13%
ALC
2050
Alexander Labrunerie & Co
Missouri
$691K +$1.6K +38 +0.3%
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