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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
1976
Cordasco Financial Network
Florida
$29K – – –
ST
1977
Sageworth Trust
Pennsylvania
$29K +$30.1K +958 New
WAM
1978
Watermark Asset Management
California
$28K +$63 +2 +0.2%
SMFG
1979
Sumitomo Mitsui Financial Group
Japan
$27K – – –
OBWP
1980
O'Brien Wealth Partners
Massachusetts
$27K +$27.8K +884 New
CFC
1981
Coyle Financial Counsel
Illinois
$27K +$28.5K +906 New
RWM
1982
Raffa Wealth Management
District of Columbia
$25.3K +$21.2K +676 +402%
VCM
1983
Vigilant Capital Management
Maine
$25K +$20.5K +652 +384%
EWM
1984
Elmwood Wealth Management
California
$24.3K +$25.4K +809 New
IF
1985
Ironwood Financial
Arizona
$24K – – –
CPA
1986
Cowen Prime Advisors
New York
$23K – – –
AA
1987
AlphaMark Advisors
Kentucky
$22K +$63 +2 +0.3%
PO
1988
Private Ocean
California
$21K +$10.6K +336 +87%
IFAM
1989
Institutional & Family Asset Management
Colorado
$20K +$20.5K +654 New
FPS
1990
Fieldpoint Private Securities
Connecticut
$20K +$21.3K +678 New
CFA
1991
Camarda Financial Advisors
Florida
$19K – – –
CWM
1992
Cedar Wealth Management
California
$19K – – –
CTB
1993
Country Trust Bank
Illinois
$19K – – –
CA
1994
Centerpoint Advisors
Massachusetts
$19K +$19.4K +619 New
NCM
1995
New Capital Management
Texas
$18K – – –
HI
1996
Harrington Investments
California
$18K +$18.8K +600 New
CWM
1997
Cranbrook Wealth Management
Michigan
$17K – – –
GWA
1998
Guidant Wealth Advisors
Illinois
$17K +$3.46K +110 +22%
HWP
1999
Hefty Wealth Partners
Indiana
$16K -$1.05M -33,470 -98%
WA
2000
WealthTrust-Arizona
Arizona
$16K -$1.23K -39 -7%
78 79
80
81 82