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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Cranbrook Wealth Management
Michigan
$17K – – –
NCM
1977
New Capital Management
Texas
$17K – – –
CIM
1978
Contravisory Investment Management
Massachusetts
$16K -$51.8K -1,702 -75%
GWA
1979
Guidant Wealth Advisors
Illinois
$16K +$1.95K +64 +13%
BAMG
1980
Brand Asset Management Group
Missouri
$16K +$16.1K +530 New
TF
1981
Tompkins Financial
New York
$15K -$30.5K -1,000 -67%
AA
1982
AlphaMark Advisors
Kentucky
$15K -$6.79K -223 -30%
AWMS
1983
Advocacy Wealth Management Services
Georgia
$15K – – –
AIS
1984
Accurate Investment Solutions
Pennsylvania
$14K -$102K -3,343 -88%
TCCM
1985
Timber Creek Capital Management
Massachusetts
$14K – – –
JWM
1986
Janiczek Wealth Management
Colorado
$12K -$1K -33 -8%
FPB
1987
First PREMIER Bank
South Dakota
$12K – – –
PRS
1988
Pinkerton Retirement Specialists
Idaho
$12K – – –
TVWM
1989
Tower View Wealth Management
Wisconsin
$12K +$30 +1 +0.2%
CB
1990
CNB Bank
Pennsylvania
$10K – – –
FLI
1991
Family Legacy Inc
South Carolina
$10K – – –
CA
1992
Centerpoint Advisors
Massachusetts
$9K – – –
CA
1993
Crewe Advisors
Utah
$9K +$9.14K +300 New
WAS
1994
Winch Advisory Services
Wisconsin
$8K -$5.3K -174 -40%
SWP
1995
Strategic Wealth Partners
Ohio
$8K – – –
TAM
1996
Trust Asset Management
Texas
$8K – – –
IP
1997
Isthmus Partners
Wisconsin
$7K – – –
SMG
1998
Spectrum Management Group
Indiana
$7K +$1.52K +50 +28%
HS
1999
Horan Securities
United States
$6K – – –
IDBONY
2000
Israel Discount Bank of New York
New York
$6K – – –
78 79
80
81 82