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ícone de BAC

Bank of America
BAC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TDB
2001
Thompson David Blair
US$ 935 mil -US$ 12,6 mil -236 -1%
FCA Corp
2002
FCA Corp
Texas
US$ 930 mil – – –
Silvia McColl Wealth Management
2003
Silvia McColl Wealth Management
California
US$ 930 mil – – –
LBMC Investment Advisors
2004
LBMC Investment Advisors
Tennessee
US$ 928 mil -US$ 72,7 mil -1.367 -8%
Navellier & Associates
2005
Navellier & Associates
Nevada
US$ 926 mil +US$ 290 mil +5.444 +50%
Thrive Capital Management (Pennsylvania)
2006
Thrive Capital Management (Pennsylvania)
Pennsylvania
US$ 925 mil -US$ 10,3 mil -194 -1%
Frisch Financial Group
2007
Frisch Financial Group
New York
US$ 921 mil +US$ 31,8 mil +597 +4%
Root Financial Partners
2008
Root Financial Partners
California
US$ 920 mil +US$ 58,5 mil +1.100 +7%
Pacific Point Advisors
2009
Pacific Point Advisors
California
US$ 920 mil +US$ 3,4 mil +64 +0,4%
Forza Wealth Management
2010
Forza Wealth Management
Florida
US$ 918 mil – – –
BLB&B Advisors
2011
BLB&B Advisors
Pennsylvania
US$ 918 mil -US$ 55,3 mil -1.039 -6%
William John Sempolinski
2012
William John Sempolinski
Massachusetts
US$ 913 mil +US$ 213 +4 +0%
Acropolis Investment Management
2013
Acropolis Investment Management
Missouri
US$ 913 mil -US$ 4,15 mil -78 -0,5%
M3 Advisory Group
2014
M3 Advisory Group
Massachusetts
US$ 912 mil +US$ 21,8 mil +409 +3%
Coign Capital Advisors
2015
Coign Capital Advisors
Utah
US$ 911 mil +US$ 7,87 mil +148 +0,9%
Financial Management Network
2016
Financial Management Network
California
US$ 908 mil +US$ 56,4 mil +1.060 +8%
RMR Wealth Builders
2017
RMR Wealth Builders
New Jersey
US$ 906 mil +US$ 6,54 mil +123 +0,8%
Delta Asset Management
2018
Delta Asset Management
Tennessee
US$ 905 mil +US$ 7,98 mil +150 +1%
Lakeshore Capital Group
2019
Lakeshore Capital Group
Illinois
US$ 905 mil -US$ 4,68 mil -88 -0,6%
Family Management
2020
Family Management
New York
US$ 904 mil +US$ 49,7 mil +935 +6%
Fiduciary Financial Group
2021
Fiduciary Financial Group
California
US$ 904 mil +US$ 76,4 mil +1.436 +10%
Alessandra Capital Management
2022
Alessandra Capital Management
California
US$ 901 mil -US$ 62,9 mil -1.183 -7%
Old Point Trust & Financial Services N A
2023
Old Point Trust & Financial Services N A
Virginia
US$ 899 mil – – –
Private Wealth Advisors (California)
2024
Private Wealth Advisors (California)
California
US$ 899 mil +US$ 904 +17 +0,1%
HCM
2025
Hall Capital Management
Rhode Island
US$ 898 mil -US$ 11,3 mil -212 -1%
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