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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1976
CVA Family Office
Colorado
$146K +$8.6K +364 +6%
PIA
1977
Powell Investment Advisors
Florida
$145K – – –
WCG
1978
Weaver Consulting Group
California
$145K +$5.03K +213 +4%
MME
1979
Meag Munich Ergo
Germany
$143K -$52K -2,200 -27%
AWM
1980
Apollon Wealth Management
South Carolina
$141K +$141K +5,947 New
ICM
1981
Islay Capital Management
Texas
$137K -$7.09K -300 -5%
HI
1982
Human Investing
Oregon
$137K – – –
HBT
1983
Hills Bank & Trust
Iowa
$137K +$136K +5,763 New
CA
1984
Centerpoint Advisors
Massachusetts
$135K +$112K +4,730 +503%
BDWM
1985
Brewin Dolphin Wealth Management
Ireland
$133K +$25.1K +1,064 +23%
MHR
1986
Matthew Hamilton Rosenberg
$133K +$61.9K +2,619 +87%
FBT
1987
First Bank & Trust
South Dakota
$132K -$23.2K -980 -15%
PMFA
1988
Plante Moran Financial Advisors
Michigan
$132K -$8.36K -354 -6%
SIM
1989
Sonora Investment Management
Arizona
$130K +$12.1K +514 +10%
RIM
1990
Rockbridge Investment Management
New York
$129K +$128K +5,434 New
PFO
1991
Pathstone Family Office
New Jersey
$123K -$42.6K -1,804 -26%
FNBOSM
1992
First National Bank of South Miami
Florida
$117K -$331 -14 -0.3%
HFA
1993
HC Financial Advisors
California
$115K -$4.73K -200 -4%
KFS
1994
Kelly Financial Services
Massachusetts
$114K +$118 +5 +0.1%
FMP
1995
Financial Management Professionals
Texas
$112K +$45.1K +1,910 +68%
WOC
1996
West Oak Capital
California
$111K +$9.81K +415 +10%
RG
1997
Retirement Group
California
$111K +$111K +4,677 New
CI
1998
CX Institutional
Indiana
$110K +$25.9K +1,098 +31%
MCM
1999
MV Capital Management
Maryland
$108K +$780 +33 +0.7%
AAP
2000
Arax Advisory Partners
Colorado
$107K +$5.27K +223 +5%
78 79
80
81 82