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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Saturna Capital
Washington
$286K – – –
FI
1977
Fosun International
China
$286K +$262K +8,100 New
KLI
1978
Kelman-Lazarov Inc
Tennessee
$285K – – –
HI
1979
Horizon Investments
North Carolina
$285K +$34.3K +1,061 +15%
IIC
1980
Ironwood Investment Counsel
Arizona
$283K -$144K -4,471 -36%
LA
1981
LVW Advisors
New York
$283K -$11.3K -350 -4%
G
1982
GenTrust
Florida
$282K +$15.4K +475 +6%
WAM
1983
Winslow Asset Management
Ohio
$282K +$259K +8,020 New
PMG
1984
Private Management Group
California
$281K -$56K -1,734 -18%
P
1985
&Partners
Tennessee
$281K +$257K +7,966 New
ML
1986
McAdam LLC
Pennsylvania
$280K -$6.4K -198 -2%
PK
1987
Pflug Koory
Nebraska
$280K – – –
OWA
1988
Outlook Wealth Advisors
Texas
$280K +$257K +7,947 New
MFW
1989
Mosaic Family Wealth
Missouri
$279K -$2.97K -92 -1%
CCM
1990
Chickasaw Capital Management
Tennessee
$279K – – –
UBV
1991
United Bank (Virginia)
Virginia
$278K +$28.1K +870 +12%
BCM
1992
Becker Capital Management
Oregon
$276K -$37.1K -1,147 -13%
TNA
1993
True North Advisors
Texas
$275K +$252K +7,810 New
ATFA
1994
All Terrain Financial Advisors
Minnesota
$273K -$501K -15,500 -67%
CJA
1995
C-J Advisory
California
$273K -$30.6K -946 -11%
MFGP
1996
Marshall Financial Group (Pennsylvania)
Pennsylvania
$273K -$32 -1 -0%
NSB
1997
Norway Savings Bank
Maine
$272K -$614 -19 -0.2%
BSA
1998
Bull Street Advisors
Georgia
$272K – – –
GC
1999
Gilbert & Cook
Iowa
$271K +$248K +7,687 New
F
2000
F3Logic
Minnesota
$270K -$25.1K -777 -9%
78 79
80
81 82