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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1976
MBL Wealth
North Carolina
$735K +$4.44K +101 +0.6%
HNWAG
1977
High Net Worth Advisory Group
Florida
$735K – – –
CB
1978
Community Bank
New York
$734K -$8.8K -200 -1%
CA
1979
Continuum Advisory
Idaho
$734K +$10.4K +237 +1%
CBT
1980
Crews Bank & Trust
Florida
$734K +$735K +16,706 New
SPC
1981
Spirepoint Private Client
Florida
$733K – – –
WF
1982
WoodTrust Financial
Wisconsin
$733K +$6.16K +140 +0.8%
AMBIA
1983
Allen Mooney & Barnes Investment Advisors
Georgia
$732K -$8.14K -185 -1%
SIM
1984
SSI Investment Management
California
$730K -$396 -9 -0.1%
SN
1985
Sittner & Nelson
Oregon
$729K +$176 +4 +0%
FCFC
1986
First Citizens Financial Corp
Iowa
$727K +$40.7K +925 +6%
SCA
1987
STALEY CAPITAL ADVISERS
Pennsylvania
$725K – – –
DAM
1988
Delta Asset Management
Tennessee
$724K -$4.53K -103 -0.6%
HC
1989
Hara Capital
Washington
$723K -$26.4K -600 -4%
FC
1990
FCA Corp
Texas
$718K – – –
HAM
1991
Harmony Asset Management
Arizona
$718K -$1.3M -29,435 -64%
SMWM
1992
Silvia McColl Wealth Management
California
$717K -$44 -1 -0%
GIA
1993
Guyasuta Investment Advisors
Pennsylvania
$716K +$41.4K +940 +6%
FWM
1994
Forza Wealth Management
Florida
$715K – – –
MCI
1995
MRP Capital Investments
Georgia
$714K -$11K -250 -2%
MSAM
1996
Moloney Securities Asset Management
Missouri
$714K -$50.6K -1,149 -7%
JSL
1997
JT Stratford LLC
Georgia
$710K -$58.1K -1,321 -8%
UWS
1998
Unique Wealth Strategies
Illinois
$710K -$17.1K -388 -2%
KIM
1999
Kestra Investment Management
Texas
$708K -$476K -10,830 -40%
EBT
2000
Enterprise Bank & Trust
Massachusetts
$708K +$23.5K +534 +3%
78 79
80
81 82