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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1976
Independent Solutions Wealth Management
New York
$962K -$188K -3,528 -17%
DDPIC
1977
Deroy & Devereaux Private Investment Counsel
Michigan
$962K – – –
OWA
1978
One Wealth Advisors
California
$961K – – –
FCAS
1979
First Command Advisory Services
Texas
$958K -$35.5K -668 -4%
SN
1980
Sittner & Nelson
Oregon
$958K +$4.04K +76 +0.5%
TA
1981
TrueWealth Advisors
Alabama
$956K +$223K +4,202 +33%
SHFG
1982
S Harris Financial Group
Texas
$954K +$9.57K +180 +1%
ISWM
1983
Intesa Sanpaolo Wealth Management
$953K +$518K +9,748 +140%
CIC
1984
Crawford Investment Counsel
Georgia
$953K +$194K +3,649 +28%
CWMK
1985
Caliber Wealth Management (Kansas)
Kansas
$952K +$90.1K +1,694 +11%
BPW
1986
Bingham Private Wealth
California
$951K +$25.5K +480 +3%
CC
1987
Chicago Capital
Illinois
$950K -$26.6K -500 -3%
VCM
1988
Virtue Capital Management
Tennessee
$948K -$16.4K -308 -2%
SL
1989
Summitry LLC
California
$947K +$162K +3,041 +22%
DW30
1990
Drucker Wealth 3.0
New Jersey
$947K -$1.38K -26 -0.2%
BFS
1991
Burkett Financial Services
South Carolina
$946K -$17.4K -327 -2%
RPGK
1992
Retirement Planning Group (Kansas)
Kansas
$945K +$64.1K +1,205 +8%
TGY2IT
1993
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$945K +$756K +14,210 +599%
GAM
1994
Grandview Asset Management
Pennsylvania
$944K -$41.7K -784 -5%
CIA
1995
Cape Investment Advisory
Georgia
$941K +$7.29K +137 +0.8%
CRWM
1996
Castle Rock Wealth Management
California
$940K +$46.9K +881 +6%
SCA
1997
STALEY CAPITAL ADVISERS
Pennsylvania
$940K – – –
TP
1998
Tranquility Partners
Tennessee
$938K -$9.25K -174 -1%
BFC
1999
Bedel Financial Consulting
Indiana
$938K +$9.79K +184 +1%
TDB
2000
Thompson David Blair
$935K -$12.6K -236 -1%
78 79
80
81 82