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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2026
AA Financial Advisors
Ohio
$763K -$206 -4 -0%
KIA
2027
Knollwood Investment Advisory
Maryland
$762K – – –
SIG
2028
Sky Investment Group
Connecticut
$762K +$2.37K +46 +0.3%
CPWA
2029
Cerro Pacific Wealth Advisors
California
$762K +$98.4K +1,906 +14%
GPI
2030
General Partner Inc
Pennsylvania
$761K -$12.9K -250 -2%
LIM
2031
Lathrop Investment Management
Arkansas
$761K -$72.4K -1,404 -8%
MAG
2032
M3 Advisory Group
Massachusetts
$760K +$11.9K +231 +2%
FFG
2033
Frisch Financial Group
New York
$759K +$10.2K +197 +1%
JAG
2034
Journey Advisory Group
Kentucky
$759K -$98.4K -1,906 -11%
GKWIM
2035
Gerber Kawasaki Wealth & Investment Management
California
$758K -$2.48K -48 -0.3%
AFPL
2036
Advus Financial Partners, LLC
Florida
$757K -$87.7K -1,699 -10%
DA
2037
Doliver Advisors
Texas
$755K +$11.4K +220 +1%
RIAS
2038
Rachor Investment Advisory Services
Michigan
$754K +$4.59K +89 +0.6%
SWRP
2039
Summit Wealth & Retirement Planning
California
$753K +$7.84K +152 +1%
WA
2040
WESPAC Advisors
California
$753K -$280K -5,423 -26%
CRWM
2041
Castle Rock Wealth Management
California
$752K -$7.89K -153 -1%
RPGK
2042
Retirement Planning Group (Kansas)
Kansas
$750K +$14.1K +273 +2%
PCM
2043
Pointe Capital Management
Michigan
$748K -$26.5K -513 -3%
CBT
2044
Crews Bank & Trust
Florida
$745K +$619 +12 +0.1%
RPSA
2045
Richard P. Slaughter Associates
Texas
$744K -$51.4K -996 -6%
RWP
2046
Revolve Wealth Partners
New Jersey
$744K +$67.3K +1,304 +9%
KIM
2047
Kestra Investment Management
Texas
$742K -$15.1K -292 -2%
GP
2048
Guardian Partners
Canada
$741K +$52 +1 +0%
CFG
2049
CKW Financial Group
Hawaii
$741K -$53.1K -1,029 -6%
TF
2050
Tompkins Financial
New York
$737K – – –
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