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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2026
Cannell & Spears
New York
$923K -$6.13K -116 -0.7%
DDC
2027
DF Dent & Co
Maryland
$921K -$3.99M -75,471 -82%
JWM
2028
JGP Wealth Management
Oregon
$920K +$84.9K +1,607 +11%
AIIMS
2029
Analyst IMS Investment Management Services
Israel
$915K -$564K -10,678 -39%
ECA
2030
Elevated Capital Advisors
Utah
$910K +$181K +3,429 +26%
HC
2031
Headland Capital
South Carolina
$909K +$264 +5 +0%
SCA
2032
STALEY CAPITAL ADVISERS
Pennsylvania
$908K – – –
BCM
2033
Brasada Capital Management
Texas
$908K +$185K +3,500 +27%
TCMP
2034
Thrive Capital Management (Pennsylvania)
Pennsylvania
$906K +$107K +2,032 +14%
BWM
2035
BCS Wealth Management
Tennessee
$905K +$473K +8,942 +119%
HIMS
2036
Hager Investment Management Services
New Hampshire
$902K -$63.3K -1,198 -7%
MS
2037
Maven Securities
Jersey
$901K -$508K -9,613 -37%
PG
2038
Proffitt & Goodson
Tennessee
$901K -$233K -4,402 -21%
TGAM
2039
TBH Global Asset Management
Tennessee
$901K +$196K +3,713 +35%
FWM
2040
Finer Wealth Management
Massachusetts
$899K -$45.2K -856 -5%
DAM
2041
Delta Asset Management
Tennessee
$899K -$1.85K -35 -0.2%
FC
2042
FCA Corp
Texas
$898K – – –
SMWM
2043
Silvia McColl Wealth Management
California
$897K – – –
FWM
2044
Forza Wealth Management
Florida
$894K – – –
RPSA
2045
Richard P. Slaughter Associates
Texas
$894K -$4.18K -79 -0.5%
AIA
2046
AIMZ Investment Advisors
California
$893K -$73.9K -1,398 -8%
WCM
2047
Warburton Capital Management
Oklahoma
$893K +$15.3K +289 +2%
BFC
2048
Bedel Financial Consulting
Indiana
$891K +$123K +2,325 +17%
TP
2049
Tranquility Partners
Tennessee
$889K -$81.2K -1,537 -9%
IF
2050
Intrua Financial
Texas
$885K -$7.08K -134 -0.8%
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82
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