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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
WealthTrust-Arizona
Arizona
$20K +$3.84K +126 +23%
CFA
1977
Camarda Financial Advisors
Florida
$19K – – –
CTB
1978
Country Trust Bank
Illinois
$19K – – –
IFAM
1979
Institutional & Family Asset Management
Colorado
$19K – – –
CGT
1980
Capital Guardian Trust
California
$19K +$20.1K +660 New
CWM
1981
Cedar Wealth Management
California
$18K – – –
HI
1982
Harrington Investments
California
$18K – – –
KL
1983
KWMG LLC
Kansas
$18K +$30 +1 +0.2%
CWM
1984
Cranbrook Wealth Management
Michigan
$17K – – –
NCM
1985
New Capital Management
Texas
$17K – – –
CIM
1986
Contravisory Investment Management
Massachusetts
$16K -$51.8K -1,702 -75%
GWA
1987
Guidant Wealth Advisors
Illinois
$16K +$1.95K +64 +13%
BAMG
1988
Brand Asset Management Group
Missouri
$16K +$16.1K +530 New
TF
1989
Tompkins Financial
New York
$15K -$30.5K -1,000 -67%
AA
1990
AlphaMark Advisors
Kentucky
$15K -$6.79K -223 -30%
AWMS
1991
Advocacy Wealth Management Services
Georgia
$15K – – –
AIS
1992
Accurate Investment Solutions
Pennsylvania
$14K -$102K -3,343 -88%
TCCM
1993
Timber Creek Capital Management
Massachusetts
$14K – – –
JWM
1994
Janiczek Wealth Management
Colorado
$12K -$1K -33 -8%
FPB
1995
First PREMIER Bank
South Dakota
$12K – – –
PRS
1996
Pinkerton Retirement Specialists
Idaho
$12K – – –
TVWM
1997
Tower View Wealth Management
Wisconsin
$12K +$30 +1 +0.2%
CB
1998
CNB Bank
Pennsylvania
$10K – – –
FLI
1999
Family Legacy Inc
South Carolina
$10K – – –
CA
2000
Centerpoint Advisors
Massachusetts
$9K – – –
78 79
80
81 82