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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LGW
2026
Leslie Global Wealth
Illinois
$758K +$16.6K +341 +2%
EHAM
2027
Eagle Harbor Asset Management
Washington
$757K +$99.8K +2,045 +16%
NHT
2028
New Hampshire Trust
New Hampshire
$757K – – –
PA
2029
Procyon Advisors
Connecticut
$755K -$54.5K -1,117 -7%
AWP
2030
Ascent Wealth Partners
New York
$755K – – –
BFG
2031
Berger Financial Group
Minnesota
$750K +$16K +327 +2%
JFGIW
2032
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K +$63.7K +1,305 +10%
MSA
2033
Marino Stram & Associates
Massachusetts
$748K +$29.4K +603 +4%
TCMP
2034
Thrive Capital Management (Pennsylvania)
Pennsylvania
$745K +$63.5K +1,302 +10%
CVM
2035
Cheviot Value Management
California
$745K -$2.44K -50 -0.4%
UCB
2036
United Community Bank
South Carolina
$745K -$54.9K -1,125 -7%
MCA
2037
Magnolia Capital Advisors
Mississippi
$744K +$341 +7 +0%
ALC
2038
Alexander Labrunerie & Co
Missouri
$743K -$10.3K -212 -1%
FHC
2039
First Heartland Consultants
Missouri
$742K +$3.02K +62 +0.4%
ABLA
2040
Alan B. Lancz & Associates
Ohio
$742K -$9.76K -200 -1%
AWAP
2041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K +$3.37K +69 +0.5%
SSW
2042
Stone Summit Wealth
Florida
$740K +$217K +4,450 +45%
PBF
2043
Petix & Botte Financial
California
$739K – – –
IWA
2044
Inspirion Wealth Advisors
Illinois
$738K +$472K +9,673 +108%
RPGK
2045
Retirement Planning Group (Kansas)
Kansas
$738K +$167K +3,417 +31%
NFA
2046
Northern Financial Advisors
Michigan
$738K +$12.6K +258 +2%
FFG
2047
Fiduciary Financial Group
California
$737K +$19K +390 +3%
WF
2048
WoodTrust Financial
Wisconsin
$737K -$5.54M -113,510 -89%
TFA
2049
Toth Financial Advisory
Virginia
$736K +$167K +3,428 +32%
SEIA
2050
Signature Estate & Investment Advisors
California
$735K +$86.1K +1,764 +14%
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