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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1976
Royal Fund Management
Florida
$143K -$904 -32 -0.6%
PB
1977
Pinnacle Bancorp
Nebraska
$142K -$5.96K -211 -4%
NCM
1978
Next Capital Management
New York
$134K – – –
TFO
1979
Tarbox Family Office
California
$133K +$1.16K +41 +0.9%
BL
1980
Balentine LLC
Georgia
$129K -$14.9K -527 -10%
SIM
1981
Sonora Investment Management
Arizona
$124K -$7.57K -268 -6%
ONST
1982
Old North State Trust
North Carolina
$124K +$18.9K +669 +17%
MCM
1983
MV Capital Management
Maryland
$122K -$15.3K -543 -11%
LWM
1984
Lenox Wealth Management
Ohio
$120K +$7.94K +281 +7%
WCG
1985
Weaver Consulting Group
California
$120K +$121K +4,290 New
PWM
1986
PRW Wealth Management
Massachusetts
$119K -$32.4K -1,146 -21%
AIA
1987
Alera Investment Advisors
Illinois
$119K +$71.7K +2,537 +143%
AC
1988
Avestar Capital
New York
$117K +$933 +33 +0.8%
FNC
1989
First National Corp
Massachusetts
$112K -$12.2K -432 -10%
QCIG
1990
Quad-Cities Investment Group
Iowa
$111K – – –
MWM
1991
Mascoma Wealth Management
New Hampshire
$110K -$1.39K -49 -1%
FBT
1992
First Bank & Trust
South Dakota
$109K -$11.2K -397 -9%
JPLA
1993
Joseph P. Lucia & Associates
New York
$108K +$105K +3,716 New
DWA
1994
Dougherty Wealth Advisers
Minnesota
$104K -$15.4K -546 -13%
SIS
1995
Sound Income Strategies
Florida
$104K +$5.65K +200 +6%
KC
1996
Knuff & Co
California
$103K +$36.7K +1,300 +54%
RP
1997
Rowlandmiller & Partners
Georgia
$103K +$105K +3,726 New
BCM
1998
Blume Capital Management
California
$102K – – –
BBA
1999
Braun-Bostich & Associates
Pennsylvania
$102K +$37K +1,310 +55%
KFS
2000
Kelly Financial Services
Massachusetts
$101K +$103K +3,650 New
78 79
80
81 82