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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1976
Chilton Investment Company
Connecticut
$413K -$184K -4,490 -31%
HIP
1977
HUB Investment Partners
Texas
$412K -$404K -9,855 -50%
BB
1978
Bell Bank
North Dakota
$411K -$26.6K -650 -6%
RWI
1979
Red Wave Investments
Pennsylvania
$411K +$1.11K +27 +0.3%
JAG
1980
Journey Advisory Group
Kentucky
$411K +$42.1K +1,027 +11%
MMG
1981
Monetary Management Group
Missouri
$410K -$12.3K -300 -3%
AWM
1982
Aprio Wealth Management
Georgia
$410K +$408K +9,953 New
Cohen & Steers
1983
Cohen & Steers
New York
$409K -$228K -5,550 -36%
FPCP
1984
Fort Point Capital Partners
California
$409K +$17.1K +418 +4%
KTC
1985
Kistler-Tiffany Companies
Pennsylvania
$408K -$39.4K -960 -9%
HWM
1986
Hemington Wealth Management
Virginia
$408K +$42.4K +1,034 +12%
NCM
1987
Nelson Capital Management
California
$407K +$4.18K +102 +1%
RZH
1988
Relyea Zuckerberg Hanson
Connecticut
$407K +$20.5K +500 +5%
BCP
1989
Berkeley Capital Partners
Georgia
$406K -$55.2K -1,346 -12%
CA
1990
Continuum Advisory
Idaho
$406K -$24K -585 -6%
PAIM
1991
Punch & Associates Investment Management
Minnesota
$406K – – –
LIG
1992
Lokken Investment Group
Delaware
$406K +$63.3K +1,544 +19%
CWP
1993
CFM Wealth Partners
Texas
$405K – – –
IIM
1994
Ironwood Investment Management
Massachusetts
$405K – – –
VST
1995
Van Strum & Towne
California
$405K – – –
BAM
1996
Brave Asset Management
New Jersey
$402K +$9.06K +221 +2%
GC
1997
Gilbert & Cook
Iowa
$401K +$18.6K +453 +5%
MWP
1998
Madison Wealth Partners
Wisconsin
$401K +$27.8K +677 +7%
MIM
1999
Moseley Investment Management
Florida
$401K +$102K +2,500 +35%
TF
2000
TimeScale Financial
Massachusetts
$400K +$656 +16 +0.2%