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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1976
Permanent Capital Management
Illinois
$595K +$482K +12,575 New
SIA
1977
SkyView Investment Advisors
New Jersey
$595K +$68.3K +1,783 +14%
RWPA
1978
Richard W. Paul & Associates
Michigan
$594K -$9.77K -255 -2%
DW30
1979
Drucker Wealth 3.0
New Jersey
$594K +$572K +14,933 New
AAP
1980
Arax Advisory Partners
Colorado
$593K +$155K +4,032 +37%
WFAG
1981
Wescott Financial Advisory Group
Pennsylvania
$591K +$11.9K +311 +2%
CNBTD
1982
Citizens National Bank Trust Department
Mississippi
$591K -$1.92K -50 -0.3%
CSPAM
1983
Cary Street Partners Asset Management
Virginia
$590K +$34.4K +897 +6%
SC
1984
Saiph Capital
New Jersey
$590K +$21.7K +565 +0.5%
VW
1985
Vance Wealth
California
$588K +$5.17K +135 +0.9%
TCM
1986
Towercrest Capital Management
Pennsylvania
$585K – – –
MCA
1987
MSH Capital Advisors
Arizona
$585K +$10.3K +270 +2%
RCM
1988
Raleigh Capital Management
North Carolina
$584K +$34K +888 +6%
IF
1989
Integrity Financial
Wyoming
$582K +$83.5K +2,178 +17%
KFP
1990
KMG Fiduciary Partners
Ohio
$580K +$115 +3 +0%
FNBOO
1991
First National Bank of Omaha
Nebraska
$580K +$111K +2,892 +25%
ALC
1992
Alexander Labrunerie & Co
Missouri
$579K +$15.7K +410 +3%
OP
1993
ORG Partners
Indiana
$578K +$545K +14,232 +6,842%
SCP
1994
Sivia Capital Partners
California
$577K -$81.3K -2,121 -13%
TIA
1995
Tiemann Investment Advisors
California
$576K +$24K +625 +5%
FMN
1996
Financial Management Network
California
$576K +$1.57K +41 +0.3%
BDFN
1997
Bond & Devick Financial Network
Minnesota
$575K – – –
SBF
1998
Sara-Bay Financial
Florida
$575K +$167K +4,350 +43%
SSWM
1999
Sheets Smith Wealth Management
North Carolina
$574K +$345 +9 +0.1%
JFG
2000
Jefferies Financial Group
New York
$573K -$1.05M -27,464 -66%
78 79
80
81 82