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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Continuum Advisory
Idaho
$413K -$4.59K -114 -1%
BIA
1977
Bigelow Investment Advisors
Maine
$413K +$81.2K +2,016 +26%
KOCAA
1978
Knights of Columbus Asset Advisors
Connecticut
$409K -$395K -9,805 -50%
BIM
1979
Bridgecreek Investment Management
Oklahoma
$409K – – –
CCFM
1980
Clear Creek Financial Management
Washington
$408K +$443 +11 +0.1%
JWA
1981
JFS Wealth Advisors
Pennsylvania
$407K +$56.5K +1,403 +17%
NEPPG
1982
New England Professional Planning Group
Rhode Island
$406K – – –
CAC
1983
Certified Advisory Corp
Florida
$406K +$1.61K +40 +0.4%
GEA
1984
Glen Eagle Advisors
New Jersey
$405K +$81 +2 +0%
IIM
1985
Ironwood Investment Management
Massachusetts
$405K -$12.1K -300 -3%
ML
1986
McAdam LLC
Pennsylvania
$405K -$7.21K -179 -2%
BST
1987
Bath Savings Trust
Maine
$405K +$148K +3,666 +62%
UF
1988
Univest Financial
Pennsylvania
$403K -$2.54K -63 -0.7%
JFGIW
1989
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$402K – – –
PPW
1990
Pasadena Private Wealth
California
$402K +$3.1K +77 +0.8%
RCG
1991
Rock Creek Group
District of Columbia
$400K -$353K -8,772 -48%
JWM
1992
JGP Wealth Management
Oregon
$400K +$201 +5 +0.1%
TF
1993
TimeScale Financial
Massachusetts
$395K -$15.9K -395 -4%
VFP
1994
Verus Financial Partners
Virginia
$393K -$22.8K -567 -6%
LBD
1995
Landsberg Bennett & Dubbaneh
Florida
$392K +$846 +21 +0.2%
CWP
1996
Concord Wealth Partners
Virginia
$391K -$435K -10,806 -54%
SMA
1997
Sage Mountain Advisors
Georgia
$390K -$3.06K -76 -0.8%
PHAM
1998
Palisades Hudson Asset Management
Florida
$390K – – –
AWMG
1999
Alliance Wealth Management Group
New Jersey
$390K +$4.03K +100 +1%
OBWG
2000
Onyx Bridge Wealth Group
New York
$390K +$11.7K +291 +4%
78 79
80
81 82