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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1976
Independent Solutions Wealth Management
New York
$424K -$22.6K -627 -4%
SWM
1977
SFG Wealth Management
Maryland
$424K -$49.6K -1,378 -9%
LCM
1978
Lattice Capital Management
Washington
$424K +$3.2K +89 +0.7%
NG
1979
Northstar Group
New York
$423K -$14.5K -403 -3%
DWM
1980
Doyle Wealth Management
Florida
$422K -$447K -12,408 -48%
SFG
1981
SNS Financial Group
Minnesota
$421K +$8.71K +242 +2%
AFS
1982
Annapolis Financial Services
Maryland
$420K +$35.4K +984 +8%
SSWM
1983
Sheets Smith Wealth Management
North Carolina
$418K -$77K -2,140 -14%
FWTB
1984
First Western Trust Bank
Colorado
$416K -$20.6K -572 -4%
BT
1985
Brandywine Trust
Delaware
$415K – – –
VW
1986
Vance Wealth
California
$415K +$72 +2 +0%
DWM
1987
Drive Wealth Management
Utah
$414K +$23.2K +645 +5%
P
1988
&Partners
Tennessee
$413K +$86.8K +2,410 +22%
LCM
1989
LVM Capital Management
Michigan
$411K -$72 -2 -0%
PG
1990
Patten Group
Tennessee
$411K – – –
UFA
1991
US Financial Advisors
Massachusetts
$411K – – –
AMC
1992
Asset Management Corp
Illinois
$411K +$1.48K +41 +0.3%
CCFM
1993
Clear Creek Financial Management
Washington
$408K -$172K -4,777 -27%
V
1994
VeraBank
Texas
$408K – – –
RP
1995
Rice Partnership
Hawaii
$408K +$50.4K +1,400 +12%
SP
1996
Successful Portfolios
Florida
$406K -$7.38K -205 -2%
EWM
1997
Evermay Wealth Management
Virginia
$405K -$20.5K -570 -4%
AP
1998
Atwood & Palmer
Missouri
$405K -$14.4K -400 -3%
DAM
1999
Deltec Asset Management
New York
$405K – – –
AFG
2000
Albion Financial Group
Utah
$404K +$72 +2 +0%
78 79
80
81 82