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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1976
Bedel Financial Consulting
Indiana
$547K +$13.5K +392 +3%
MAWA
1977
Moss Adams Wealth Advisors
Washington
$546K +$111K +3,238 +29%
SC
1978
Saiph Capital
New Jersey
$545K -$6.04K -176 -0.2%
TCWM
1979
Total Clarity Wealth Management
Illinois
$545K -$19.7K -575 -4%
USB
1980
Union Savings Bank
Connecticut
$545K -$414K -12,073 -46%
CUAMC
1981
China Universal Asset Management Company
China
$542K +$491K +14,300 New
APM
1982
Advanced Portfolio Management
New York
$540K -$2.09M -60,750 -81%
WAG
1983
Wallace Advisory Group
California
$539K +$157K +4,566 +40%
SPIS
1984
Steward Partners Investment Solutions
Oregon
$538K +$168K +4,899 +53%
EFH
1985
Eaton Financial Holdings
Florida
$538K -$120K -3,484 -20%
DWM
1986
Defined Wealth Management
Oregon
$538K +$14.3K +418 +3%
HI
1987
Hudock Inc
Pennsylvania
$538K +$6.28K +183 +1%
ALC
1988
Alexander Labrunerie & Co
Missouri
$537K +$486K +14,152 New
CC
1989
Chicago Capital
Illinois
$534K -$42.1K -1,226 -8%
BAG
1990
Bridgewealth Advisory Group
California
$534K -$55.5K -1,616 -10%
SC
1991
Sawyer & Company
Massachusetts
$534K – – –
RHAM
1992
Round Hill Asset Management
California
$534K +$10.2K +297 +2%
WA
1993
WESPAC Advisors
California
$533K – – –
CG
1994
CFO4Life Group
Texas
$533K +$76K +2,215 +19%
DCM
1995
Driehaus Capital Management
Illinois
$532K +$482K +14,029 New
AFP
1996
Ausdal Financial Partners
Iowa
$532K -$52.4K -1,526 -10%
LSA
1997
Lion Street Advisors
Texas
$531K – – –
LF
1998
Lantz Financial
Illinois
$531K +$3.16K +92 +0.7%
FMP
1999
Financial Management Professionals
Texas
$531K +$101K +2,939 +27%
SLG
2000
Stanley-Laman Group
Pennsylvania
$531K – – –
78 79
80
81 82