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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1976
Royal Fund Management
Florida
$154K -$3.68K -128 -2%
TFO
1977
Tarbox Family Office
California
$143K – – –
TC
1978
Truvestments Capital
Florida
$140K -$43.1K -1,499 -24%
AP
1979
Arlington Partners
Alabama
$138K – – –
MCM
1980
MV Capital Management
Maryland
$138K +$5.95K +207 +5%
SFSIG
1981
San Francisco Sentry Investment Group
California
$136K -$834 -29 -0.6%
QCIG
1982
Quad-Cities Investment Group
Iowa
$135K – – –
CCM
1983
Cribstone Capital Management
Maine
$129K -$39K -1,358 -23%
SFM
1984
Systematic Financial Management
New Jersey
$124K -$5.92M -205,738 -98%
BWA
1985
Burt Wealth Advisors
Maryland
$124K -$12.6K -439 -9%
MSFP
1986
Mark Sheptoff Financial Planning
Connecticut
$120K – – –
RP
1987
Rowlandmiller & Partners
Georgia
$120K – – –
WC
1988
Weil Company
California
$119K +$117K +4,069 New
OAMG
1989
Odey Asset Management Group
United Kingdom
$117K – – –
ST
1990
Sageworth Trust
Pennsylvania
$117K – – –
CQS
1991
Credential Qtrade Securities
$116K – – –
SIS
1992
Sound Income Strategies
Florida
$111K -$489 -17 -0.4%
JPLA
1993
Joseph P. Lucia & Associates
New York
$108K – – –
BCM
1994
Blume Capital Management
California
$107K – – –
KFS
1995
Kelly Financial Services
Massachusetts
$106K – – –
FCMT
1996
Founders Capital Management (Texas)
Texas
$105K -$510K -17,720 -83%
PW
1997
Price Wealth
Texas
$105K – – –
DWA
1998
Dougherty Wealth Advisers
Minnesota
$104K -$21.7K -754 -17%
SIAS
1999
Shine Investment Advisory Services
Colorado
$103K – – –
HDIM
2000
Hanson & Doremus Investment Management
Vermont
$97K – – –
78 79
80
81 82