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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
1976
Timber Creek Capital Management
Massachusetts
$13K – – –
WAS
1977
Winch Advisory Services
Wisconsin
$12K -$1.9M -63,640 -99%
PRS
1978
Pinkerton Retirement Specialists
Idaho
$12K – – –
JWM
1979
Janiczek Wealth Management
Colorado
$12K +$12.9K +433 New
BCP
1980
Blackhawk Capital Partners
Wisconsin
$11K – – –
FPB
1981
First PREMIER Bank
South Dakota
$11K – – –
TVWM
1982
Tower View Wealth Management
Wisconsin
$11K +$60 +2 +0.5%
FLI
1983
Family Legacy Inc
South Carolina
$10K +$10.2K +341 New
CB
1984
CNB Bank
Pennsylvania
$9K – – –
LYV
1985
Live Your Vision
Pennsylvania
$9K +$8.95K +300 New
ST
1986
Sageworth Trust
Pennsylvania
$8K -$19.6K -658 -69%
CA
1987
Centerpoint Advisors
Massachusetts
$8K -$9.61K -322 -52%
SWP
1988
Strategic Wealth Partners
Ohio
$8K +$3.76K +126 +88%
CDIA
1989
Capital Directions Investment Advisors
Georgia
$8K +$8.41K +282 New
TAM
1990
Trust Asset Management
Texas
$7K – – –
HS
1991
Horan Securities
United States
$6K – – –
IDBONY
1992
Israel Discount Bank of New York
New York
$6K – – –
IP
1993
Isthmus Partners
Wisconsin
$6K – – –
SMG
1994
Spectrum Management Group
Indiana
$5K – – –
ANBT
1995
American National Bank & Trust
Texas
$3K – – –
MIM
1996
Macroview Investment Management
Maryland
$3K – – –
NR
1997
Newfound Research
Massachusetts
$3K – – –
SCA
1998
Stuart Chaussee & Associates
California
$3K – – –
VDFA
1999
Vickerman & Driscoll Financial Advisors
Washington
$3K – – –
MPPLM
2000
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K – – –
78 79
80
81 82