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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
1976
New World Advisors
Massachusetts
$576K +$258K +5,720 +63%
TCM
1977
Tradewinds Capital Management
Washington
$572K +$90 +2 +0%
LSA
1978
L & S Advisors
California
$571K -$5.4M -119,707 -90%
OWP
1979
Obermeyer Wealth Partners
Colorado
$570K +$15.8K +350 +3%
HWM
1980
Hemington Wealth Management
Virginia
$570K +$228K +5,057 +58%
CPSC
1981
Carl P. Sherr & Co
Massachusetts
$569K +$2.44K +54 +0.4%
NJBEST
1982
New Jersey Better Educational Savings Trust
New Jersey
$567K
Cohen & Steers
1983
Cohen & Steers
New York
$563K +$51.5K +1,142 +9%
DCM
1984
Deuterium Capital Management
Florida
$562K -$348K -7,704 -36%
PCA
1985
Pallas Capital Advisors
Massachusetts
$562K -$28.8K -639 -4%
BCMLT
1986
Beacon Capital Management LLC (Tennessee)
Tennessee
$562K +$615K +13,625 New
FBC
1987
Fairfield, Bush & Co
Connecticut
$561K -$113K -2,500 -16%
EWM
1988
Evermay Wealth Management
Virginia
$560K -$30.7K -680 -5%
GC
1989
Gilbert & Cook
Iowa
$559K +$132K +2,920 +27%
KWM
1990
Kolinsky Wealth Management
New Jersey
$558K +$271 +6 +0%
JFGIW
1991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$558K +$97.9K +2,169 +19%
RE
1992
RBC Europe
United Kingdom
$557K -$83.2K -1,845 -12%
EA
1993
Emerald Advisors
Washington
$557K +$15.2K +337 +3%
UAS
1994
United Asset Strategies
New York
$557K +$121K +2,671 +25%
Capital Fund Management (CFM)
1995
Capital Fund Management (CFM)
France
$555K +$607K +13,454 New
VAFP
1996
Vahanian & Associates Financial Planning
New York
$554K -$404K -8,957 -40%
ACM
1997
Alethea Capital Management
Washington
$553K -$93.8K -2,079 -13%
HA
1998
HYA Advisors
Missouri
$553K -$51K -1,131 -8%
AP
1999
Atwood & Palmer
Missouri
$553K
KW
2000
KWB Wealth
California
$552K