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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1976
MOTCO
Texas
$92K +$13.9K +560 +17%
SIM
1977
Seaview Investment Managers
Florida
$90K +$94.2K +3,784 New
RTC
1978
Riverview Trust Company
Washington
$87K -$171K -6,863 -65%
SFSIG
1979
San Francisco Sentry Investment Group
California
$87K – – –
PCWA
1980
Pacific Capital Wealth Advisors
California
$87K +$89.5K +3,595 New
DWA
1981
Dougherty Wealth Advisers
Minnesota
$86K – – –
WOC
1982
West Oak Capital
California
$85K -$28.3K -1,135 -24%
TC
1983
Trust Company
Kansas
$83K – – –
BWL
1984
Bogart Wealth LLC
Virginia
$83K +$2.49K +100 +3%
JAM
1985
JCIC Asset Management
Ontario, Canada
$83K +$45.6K +1,830 +114%
RWG
1986
Regal Wealth Group
California
$79K +$50 +2 +0.1%
WB
1987
West Bancorporation
Iowa
$76K -$7.87K -316 -9%
MWC
1988
MBM Wealth Consultants
Missouri
$74K – – –
BHWM
1989
Bay Harbor Wealth Management
Maryland
$74K +$8.04K +323 +12%
KC
1990
Knuff & Co
California
$73K +$18.7K +750 +33%
AP
1991
Arlington Partners
Alabama
$72K – – –
FP
1992
Financial Perspectives
Minnesota
$71.9K – – –
LGWM
1993
Litman Gregory Wealth Management
California
$68K – – –
CAM
1994
Costello Asset Management
Pennsylvania
$66K +$498 +20 +0.7%
KIG
1995
Kessler Investment Group
Indiana
$63K – – –
CB
1996
CNB Bank
Pennsylvania
$62K – – –
HDIM
1997
Hanson & Doremus Investment Management
Vermont
$61K -$17.8K -714 -22%
IRAG
1998
Investment Research & Advisory Group
Georgia
$60K – – –
NIC
1999
Northwest Investment Counselors
Oregon
$60K +$61.9K +2,487 New
TF
2000
Tompkins Financial
New York
$59K -$14.5K -582 -19%
78 79
80
81 82