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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Saiph Capital
New Jersey
$399K +$2.11K +74 +0.1%
DWM
1977
Defined Wealth Management
Oregon
$398K -$11.7K -411 -3%
TGAM
1978
TBH Global Asset Management
Tennessee
$398K +$41.4K +1,452 +12%
TIA
1979
Tiemann Investment Advisors
California
$398K -$35.7K -1,250 -8%
GC
1980
Gratus Capital
Georgia
$398K -$50.2K -1,758 -11%
NP
1981
Nilsine Partners
Colorado
$397K -$38K -1,331 -9%
LF
1982
Lantz Financial
Illinois
$397K +$31K +1,085 +9%
DJSG
1983
D.J. St. Germain
Massachusetts
$396K +$394K +13,812 New
LCM
1984
Lattice Capital Management
Washington
$396K -$1.17K -41 -0.3%
WP
1985
WealthShield Partners
North Carolina
$396K +$3.17K +111 +0.8%
KCPG
1986
Kavar Capital Partners Group
Kansas
$395K +$15.8K +555 +4%
RCG
1987
Regatta Capital Group
California
$395K +$63.1K +2,211 +19%
CIC
1988
Crawford Investment Counsel
Georgia
$395K -$36.2K -1,267 -8%
NJBEST
1989
New Jersey Better Educational Savings Trust
New Jersey
$395K – – –
FC
1990
Forte Capital
New York
$391K -$3.08K -108 -0.8%
AWA
1991
Amplius Wealth Advisors
Pennsylvania
$391K -$50.6K -1,772 -12%
FDS
1992
Freedom Day Solutions
Texas
$391K -$629K -22,055 -62%
CC
1993
Callan Capital
California
$391K -$244K -8,556 -39%
BWP
1994
Balboa Wealth Partners
Arizona
$390K -$337K -11,799 -46%
CG
1995
CFO4Life Group
Texas
$389K +$73.9K +2,589 +24%
TCMP
1996
Thrive Capital Management (Pennsylvania)
Pennsylvania
$388K +$23.8K +835 +7%
BC
1997
Bridgefront Capital
Texas
$387K -$50.1K -1,754 -11%
PPP
1998
Private Portfolio Partners
New Jersey
$387K -$221K -7,762 -37%
BDFN
1999
Bond & Devick Financial Network
Minnesota
$386K -$168K -5,900 -30%
HWM
2000
Hemington Wealth Management
Virginia
$386K -$15.3K -536 -4%
78 79
80
81 82