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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1976
Encompass Wealth Advisors
Oregon
$604K +$80 +2 +0%
FFG
1977
Frisch Financial Group
New York
$601K -$29.2K -729 -5%
GFA
1978
Gifford Fong Associates
California
$601K – – –
RWPA
1979
Richard W. Paul & Associates
Michigan
$601K +$7.78K +194 +1%
TVM
1980
True Vision MN
Minnesota
$599K +$78K +1,946 +15%
SIC
1981
Shoker Investment Counsel
Ohio
$598K +$1.8K +45 +0.3%
HB
1982
HTLF Bank
Colorado
$598K -$84.6K -2,110 -12%
ST
1983
Spinnaker Trust
Maine
$598K +$1.56K +39 +0.3%
HNB
1984
Hilltop National Bank
Wyoming
$596K -$15.8K -395 -3%
AFG
1985
Altiora Financial Group
Ohio
$596K – – –
CA
1986
Crumly & Associates
Illinois
$595K -$303K -7,562 -34%
WFAG
1987
Wescott Financial Advisory Group
Pennsylvania
$595K +$5.97K +149 +1%
VW
1988
Vance Wealth
California
$595K +$8.34K +208 +1%
AIM
1989
Acropolis Investment Management
Missouri
$591K -$162K -4,051 -21%
FHC
1990
First Heartland Consultants
Missouri
$591K -$60.9K -1,519 -9%
IF
1991
Integrity Financial
Wyoming
$590K +$9.62K +240 +2%
TPW
1992
Transatlantique Private Wealth
New York
$590K -$7.17K -179 -1%
CNBTD
1993
Citizens National Bank Trust Department
Mississippi
$589K – – –
BIA
1994
Barry Investment Advisors
Massachusetts
$588K -$21.4K -534 -3%
HFM
1995
Harvest Fund Management
China
$588K +$194K +4,837 +48%
MHIC
1996
Marble Harbor Investment Counsel
Massachusetts
$586K -$100K -2,500 -14%
DIP
1997
DT Investment Partners
Pennsylvania
$586K +$45.4K +1,133 +8%
SC
1998
Saiph Capital
New Jersey
$585K -$4.01K -100 -0.1%
TCM
1999
Towercrest Capital Management
Pennsylvania
$584K – – –
MCA
2000
MSH Capital Advisors
Arizona
$583K – – –