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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1976
NFP Retirement Inc
California
$416K +$157K +4,742 +48%
BWA
1977
Brave Warrior Advisors
New York
$416K – – –
TNAM
1978
Terra Nova Asset Management
New York
$415K +$132 +4 +0%
HC
1979
Hamilton Capital
Ohio
$414K +$58.1K +1,761 +14%
FCB
1980
First County Bank
Connecticut
$414K -$128K -3,881 -21%
CST
1981
Charles Schwab Trust
Nevada
$414K -$5.58K -169 -1%
AIA
1982
Angeles Investment Advisors
California
$414K +$114K +3,454 +31%
SFWA
1983
Summit Financial Wealth Advisors
Louisiana
$412K +$4.62K +140 +1%
LCM
1984
LVM Capital Management
Michigan
$411K -$55K -1,665 -10%
BWM
1985
BCS Wealth Management
Tennessee
$411K +$218K +6,598 +85%
NG
1986
Northstar Group
New York
$411K – – –
ZIG
1987
Zullo Investment Group
Pennsylvania
$409K +$2.87K +87 +0.6%
JWM
1988
Jessup Wealth Management
Ohio
$409K -$3.91M -118,481 -89%
DWM
1989
Defined Wealth Management
Oregon
$409K – – –
VWMG
1990
Virginia Wealth Management Group
Virginia
$408K +$12.9K +390 +3%
MCM
1991
MV Capital Management
Maryland
$407K +$66.1K +2,001 +16%
BCM
1992
Barden Capital Management
Texas
$406K +$10.5K +318 +2%
TCM
1993
Towercrest Capital Management
Pennsylvania
$405K -$33 -1 -0%
OIA
1994
Optimum Investment Advisors
Illinois
$405K -$59.4K -1,800 -11%
EHAM
1995
Eagle Harbor Asset Management
Washington
$404K – – –
ST
1996
Spinnaker Trust
Maine
$403K – – –
SL
1997
Salomon & Ludwin
Virginia
$403K -$3.17K -96 -0.7%
SAS
1998
Stelac Advisory Services
New York
$402K +$429 +13 +0.1%
GAM
1999
Gemmer Asset Management
California
$402K -$627 -19 -0.1%
GCMG
2000
Gyroscope Capital Management Group
Florida
$401K +$463K +14,029 New
78 79
80
81 82