Filing Research | BANK OF AMER CORP Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	ZAZOVE ASSOCIATES LLC	Shares	35.9KSH	$45.1M
2	Phraction Management LLC	Shares	12.2KSH	$15.3M
3	RATIONAL ADVISORS, INC.	Shares	8.0KSH	$10.1M
4	Xcel Wealth Management, LLC	Shares	6.6KSH	$8.2M
5	EPIQ PARTNERS, LLC	Shares	5.0KSH	$6.2M
6	Hudson Capital Management LLC	Shares	5.0KSH	$6.2M
7	LAFFER TENGLER INVESTMENTS, INC.	Shares	4.3KSH	$5.4M
8	AEGON USA Investment Management, LLC	Shares	2.2KSH	$2.8M
9	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	2.2KSH	$2.8M
10	LexAurum Advisors, LLC	Shares	2.1KSH	$2.7M
11	SHRIER WEALTH MANAGEMENT, LLC	Shares	1.7KSH	$2.1M
12	SUMMITRY LLC	Shares	1.6KSH	$1.9M
13	Union Bancaire Privee, UBP SA	Shares	1.4KSH	$1.5M
14	Apella Capital, LLC	Shares	1.2KSH	$1.5M
15	Magnus Financial Group LLC	Shares	1.1KSH	$1.4M
16	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	1.1KSH	$1.3M
17	High Point Wealth Management, LLC	Shares	1.1KSH	$1.3M
18	MeadowBrook Investment Advisors LLC	Shares	890SH	$1.1M
19	Penobscot Investment Management Company, Inc.	Shares	888SH	$1.1M
20	180 WEALTH ADVISORS, LLC	Shares	840SH	$1.1M
21	WEBSTER BANK, N. A.	Shares	748SH	$938.4K
22	Apollon Financial, LLC	Shares	744SH	$933.8K
23	WETZEL INVESTMENT ADVISORS, INC.	Shares	700SH	$878.1K
24	D.A. DAVIDSON & CO.	Shares	681SH	$854.3K
25	BOS Asset Management, LLC	Shares	633SH	$794.1K
26	Central Pacific Bank - Trust Division	Shares	626SH	$785.3K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	560SH	$706.1K
28	TERRIL BROTHERS, INC.	Shares	558SH	$700.0K
29	Benson Investment Management Company, Inc.	Shares	475SH	$595.9K
30	Patriot Financial Group Insurance Agency, LLC	Shares	453SH	$568.3K
31	Sowell Financial Services LLC	Shares	421SH	$528.1K
32	Valeo Financial Advisors, LLC	Shares	410SH	$514.3K
33	MARATHON CAPITAL MANAGEMENT	Shares	385SH	$483.0K
34	INCOME RESEARCH & MANAGEMENT	Shares	355SH	$445.3K
35	TCFG Investment Advisors, LLC	Shares	340SH	$426.5K
36	PFG Investments, LLC	Shares	314SH	$393.9K
37	SAX WEALTH ADVISORS, LLC	Shares	330SH	$393.2K
38	DLK Investment Management, LLC	Shares	318SH	$380.4K
39	Evanson Financial, LLC	Shares	251SH	$314.9K
40	Certified Advisory Corp	Shares	237SH	$297.3K
41	Vanguard Capital Wealth Advisors	Shares	230SH	$288.5K
42	LifeSteps Financial, Inc.	Shares	214SH	$268.3K
43	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	212SH	$266.0K
44	Aull & Monroe Investment Management Corp	Shares	210SH	$263.4K
45	Steigerwald, Gordon & Koch Inc.	Shares	200SH	$250.9K
46	Northside Capital Management, LLC	Shares	185SH	$232.1K
47	Bank & Trust Co	Shares	182SH	$228.3K
48	Bright Futures Wealth Management, LLC.	Shares	176SH	$220.8K
49	Pacific Wealth Strategies Group, Inc.	Shares	173SH	$217.0K
50	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	170SH	$213.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	Xcel Wealth Management, LLC added	Shares	+760	+$1.2M	$8.2M
2	Phraction Management LLC trimmed	Shares	-67	+$685.4K	$15.3M
3	RATIONAL ADVISORS, INC. unchanged	Shares	0	+$506.5K	$10.1M
4	Hudson Capital Management LLC added	Shares	+83	+$410.7K	$6.2M
5	DLK Investment Management, LLC new	Shares	+318	+$380.4K	$380.4K
6	EPIQ PARTNERS, LLC added	Shares	+1	+$314.5K	$6.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+210	+$292.7K	$706.1K
8	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+81	+$274.8K	$5.4M
9	Bright Futures Wealth Management, LLC. new	Shares	+176	+$220.8K	$220.8K
10	AEGON USA Investment Management, LLC unchanged	Shares	0	+$144.1K	$2.8M
11	FOUNDERS CAPITAL MANAGEMENT, LLC trimmed	Shares	-1	+$138.3K	$2.8M
12	LexAurum Advisors, LLC trimmed	Shares	-2	+$131.8K	$2.7M
13	High Point Wealth Management, LLC added	Shares	+50	+$126.3K	$1.3M
14	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$101.5K	$1.5M
15	SUMMITRY LLC trimmed	Shares	-2	+$95.2K	$1.9M
16	SHRIER WEALTH MANAGEMENT, LLC trimmed	Shares	-20	+$84.5K	$2.1M
17	LANARK FINANCIAL, INC. new	Shares	+66	+$83.6K	$83.6K
18	Magnus Financial Group LLC unchanged	Shares	0	+$69.8K	$1.4M
19	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$67.0K	$1.3M
20	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$55.9K	$1.1M
21	WEBSTER BANK, N. A. unchanged	Shares	0	+$47.1K	$938.4K
22	WETZEL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$44.1K	$878.1K
23	BOS Asset Management, LLC unchanged	Shares	0	+$39.8K	$794.1K
24	Central Pacific Bank - Trust Division unchanged	Shares	0	+$39.4K	$785.3K
25	TERRIL BROTHERS, INC. unchanged	Shares	0	+$35.1K	$700.0K
26	Benson Investment Management Company, Inc. unchanged	Shares	0	+$29.9K	$595.9K
27	LifeSteps Financial, Inc. added	Shares	+12	+$27.2K	$268.3K
28	Sowell Financial Services LLC unchanged	Shares	0	+$26.5K	$528.1K
29	MeadowBrook Investment Advisors LLC trimmed	Shares	-25	+$26.2K	$1.1M
30	D.A. DAVIDSON & CO. trimmed	Shares	-15	+$25.0K	$854.3K
31	INCOME RESEARCH & MANAGEMENT unchanged	Shares	0	+$22.7K	$445.3K
32	TCFG Investment Advisors, LLC unchanged	Shares	0	+$21.4K	$426.5K
33	PFG Investments, LLC unchanged	Shares	0	+$19.8K	$393.9K
34	Apella Capital, LLC trimmed	Shares	-15	+$18.6K	$1.5M
35	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-5	+$18.3K	$483.0K
36	Vanguard Capital Wealth Advisors unchanged	Shares	0	+$14.5K	$288.5K
37	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV unchanged	Shares	0	+$13.3K	$266.0K
38	Aull & Monroe Investment Management Corp unchanged	Shares	0	+$13.2K	$263.4K
39	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$12.6K	$250.9K
40	Northside Capital Management, LLC unchanged	Shares	0	+$11.6K	$232.1K
41	Bank & Trust Co unchanged	Shares	0	+$11.5K	$228.3K
42	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$10.7K	$213.3K
43	Cape Investment Advisory, Inc. new	Shares	+4	+$5.0K	$5.0K
44	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$3.1K	$62.7K
45	SRH ADVISORS, LLC unchanged	Shares	0	+$3.1K	$62.7K
46	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.6K	$43.9K
47	Darwin Wealth Management, LLC unchanged	Shares	0	+$1.6K	$32.6K
48	Crews Bank & Trust unchanged	Shares	0	+$1.6K	$31.4K
49	Grove Bank & Trust unchanged	Shares	0	+$1.6K	$31.4K
50	HAGER INVESTMENT MANAGEMENT SERVICES, LLC unchanged	Shares	0	+$1.6K	$31.4K

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