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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1976
Wescott Financial Advisory Group
Pennsylvania
$492K +$1.83K +63 +0.4%
LFA
1977
Landmark Financial Advisors
Kentucky
$491K +$3.26K +112 +0.8%
VH
1978
Visionary Horizons
Tennessee
$490K +$424K +14,560 New
WJA
1979
Willis Johnson & Associates
Texas
$488K +$23.6K +809 +6%
BDFN
1980
Bond & Devick Financial Network
Minnesota
$487K +$29.1K +1,000 +7%
FFA
1981
Florida Financial Advisors
Florida
$487K +$1.86M +63,948 New
LIM
1982
Leavell Investment Management
Alabama
$486K -$30.1K -1,034 -7%
SSWM
1983
Sheets Smith Wealth Management
North Carolina
$486K +$175 +6 +0%
AA
1984
Addison Advisors
Vermont
$483K +$24.5K +843 +6%
PBF
1985
Petix & Botte Financial
California
$483K – – –
WA
1986
Waddell & Associates
Tennessee
$482K -$103K -3,532 -20%
SFWA
1987
Summit Financial Wealth Advisors
Louisiana
$482K – – –
CSPAM
1988
Cary Street Partners Asset Management
Virginia
$482K +$61.4K +2,110 +17%
OPTFSNA
1989
Old Point Trust & Financial Services N A
Virginia
$481K +$182K +6,256 +78%
SM
1990
Sciencast Management
New Jersey
$480K +$415K +14,263 New
RA
1991
Rise Advisors
New York
$480K +$83.8K +2,877 +25%
EHAM
1992
Eagle Harbor Asset Management
Washington
$479K – – –
PCP
1993
Proficio Capital Partners
Massachusetts
$479K -$13.3K -456 -3%
CIC
1994
Chilton Investment Company
Connecticut
$477K +$54.2K +1,862 +15%
TCMP
1995
Thrive Capital Management (Pennsylvania)
Pennsylvania
$477K +$4.78K +164 +1%
AWA
1996
Amplius Wealth Advisors
Pennsylvania
$475K +$12.3K +424 +3%
SC
1997
Sawyer & Company
Massachusetts
$474K – – –
WA
1998
WESPAC Advisors
California
$474K – – –
BIA
1999
Barry Investment Advisors
Massachusetts
$474K +$102K +3,515 +33%
GAM
2000
Gemmer Asset Management
California
$474K +$35.7K +1,226 +10%
78 79
80
81 82