We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1976
American Money Management
California
$286K -$1.1K -34 -0.4%
SC
1977
Saturna Capital
Washington
$286K – – –
FI
1978
Fosun International
China
$286K +$262K +8,100 New
KLI
1979
Kelman-Lazarov Inc
Tennessee
$285K – – –
HI
1980
Horizon Investments
North Carolina
$285K +$34.3K +1,061 +15%
IIC
1981
Ironwood Investment Counsel
Arizona
$283K -$144K -4,471 -36%
LA
1982
LVW Advisors
New York
$283K -$11.3K -350 -4%
G
1983
GenTrust
Florida
$282K +$15.4K +475 +6%
WAM
1984
Winslow Asset Management
Ohio
$282K +$259K +8,020 New
PMG
1985
Private Management Group
California
$281K -$56K -1,734 -18%
P
1986
&Partners
Tennessee
$281K +$257K +7,966 New
ML
1987
McAdam LLC
Pennsylvania
$280K -$6.4K -198 -2%
PK
1988
Pflug Koory
Nebraska
$280K – – –
OWA
1989
Outlook Wealth Advisors
Texas
$280K +$257K +7,947 New
MFW
1990
Mosaic Family Wealth
Missouri
$279K -$2.97K -92 -1%
CCM
1991
Chickasaw Capital Management
Tennessee
$279K – – –
UBV
1992
United Bank (Virginia)
Virginia
$278K +$28.1K +870 +12%
BCM
1993
Becker Capital Management
Oregon
$276K -$37.1K -1,147 -13%
TNA
1994
True North Advisors
Texas
$275K +$252K +7,810 New
ATFA
1995
All Terrain Financial Advisors
Minnesota
$273K -$501K -15,500 -67%
CJA
1996
C-J Advisory
California
$273K -$30.6K -946 -11%
MFGP
1997
Marshall Financial Group (Pennsylvania)
Pennsylvania
$273K -$32 -1 -0%
NSB
1998
Norway Savings Bank
Maine
$272K -$614 -19 -0.2%
BSA
1999
Bull Street Advisors
Georgia
$272K – – –
GC
2000
Gilbert & Cook
Iowa
$271K +$248K +7,687 New
78 79
80
81 82