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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1976
Virtue Capital Management
Tennessee
$948K -$16.4K -308 -2%
SL
1977
Summitry LLC
California
$947K +$162K +3,041 +22%
DW30
1978
Drucker Wealth 3.0
New Jersey
$947K -$1.38K -26 -0.2%
BFS
1979
Burkett Financial Services
South Carolina
$946K -$17.4K -327 -2%
RPGK
1980
Retirement Planning Group (Kansas)
Kansas
$945K +$64.1K +1,205 +8%
TGY2IT
1981
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$945K +$756K +14,210 +599%
GAM
1982
Grandview Asset Management
Pennsylvania
$944K -$41.7K -784 -5%
CIA
1983
Cape Investment Advisory
Georgia
$941K +$7.29K +137 +0.8%
CRWM
1984
Castle Rock Wealth Management
California
$940K +$46.9K +881 +6%
SCA
1985
STALEY CAPITAL ADVISERS
Pennsylvania
$940K – – –
TP
1986
Tranquility Partners
Tennessee
$938K -$9.25K -174 -1%
BFC
1987
Bedel Financial Consulting
Indiana
$938K +$9.79K +184 +1%
TDB
1988
Thompson David Blair
$935K -$12.6K -236 -1%
FC
1989
FCA Corp
Texas
$930K – – –
SMWM
1990
Silvia McColl Wealth Management
California
$930K – – –
LIA
1991
LBMC Investment Advisors
Tennessee
$928K -$72.7K -1,367 -8%
NA
1992
Navellier & Associates
Nevada
$926K +$290K +5,444 +50%
TCMP
1993
Thrive Capital Management (Pennsylvania)
Pennsylvania
$925K -$10.3K -194 -1%
FFG
1994
Frisch Financial Group
New York
$921K +$31.8K +597 +4%
RFP
1995
Root Financial Partners
California
$920K +$58.5K +1,100 +7%
PPA
1996
Pacific Point Advisors
California
$920K +$3.4K +64 +0.4%
FWM
1997
Forza Wealth Management
Florida
$918K – – –
BBA
1998
BLB&B Advisors
Pennsylvania
$918K -$55.3K -1,039 -6%
WJS
1999
William John Sempolinski
Massachusetts
$913K +$853K +16,030 New
AIM
2000
Acropolis Investment Management
Missouri
$913K -$4.15K -78 -0.5%
78 79
80
81 82