We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1976
Mark Sheptoff Financial Planning
Connecticut
$119K -$925K -32,058 -89%
RP
1977
Rowlandmiller & Partners
Georgia
$119K +$10.4K +360 +10%
OAMG
1978
Odey Asset Management Group
United Kingdom
$116K -$534K -18,500 -82%
ST
1979
Sageworth Trust
Pennsylvania
$116K +$110K +3,824 +2,173%
IWA
1980
IBEX Wealth Advisors
New Jersey
$116K +$116K +4,025 New
MWM
1981
Mascoma Wealth Management
New Hampshire
$115K – – –
CQS
1982
Credential Qtrade Securities
$115K -$481K -16,673 -81%
SIS
1983
Sound Income Strategies
Florida
$110K +$1.44K +50 +1%
JPLA
1984
Joseph P. Lucia & Associates
New York
$108K – – –
BCM
1985
Blume Capital Management
California
$107K – – –
KFS
1986
Kelly Financial Services
Massachusetts
$105K -$577 -20 -0.5%
WCG
1987
Weaver Consulting Group
California
$105K -$18.9K -656 -15%
PW
1988
Price Wealth
Texas
$104K – – –
RWG
1989
Regal Wealth Group
California
$103K +$29 +1 +0%
SIAS
1990
Shine Investment Advisory Services
Colorado
$102K – – –
HDIM
1991
Hanson & Doremus Investment Management
Vermont
$97K – – –
MCM
1992
McMillion Capital Management
North Carolina
$95K +$94.4K +3,274 New
HCM
1993
Hilton Capital Management
New York
$93K – – –
CAM
1994
CenterStar Asset Management
Illinois
$90K – – –
FMP
1995
Financial Management Professionals
Texas
$90K +$29 +1 +0%
WCM
1996
Wealthcare Capital Management
Virginia
$89K – – –
BHWM
1997
Bay Harbor Wealth Management
Maryland
$83K -$2.08K -72 -2%
CH
1998
Canton Hathaway
Rhode Island
$82K +$5.48K +190 +7%
BAMG
1999
Brand Asset Management Group
Missouri
$81K +$76.7K +2,660 +1,797%
LWM
2000
Lenox Wealth Management
Ohio
$80K -$44.7K -1,551 -36%
78 79
80
81 82