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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1976
Morningstar Investment Management
Illinois
$670K -$124K -2,775 -15%
ZIG
1977
Zullo Investment Group
Pennsylvania
$669K +$7.53K +169 +1%
PPA
1978
Pacific Point Advisors
California
$669K – – –
BCA
1979
Bay Colony Advisors
Massachusetts
$668K +$8.56K +192 +1%
NP
1980
Ninepoint Partners
Ontario, Canada
$668K +$714K +16,017 New
AMM
1981
American Money Management
California
$668K +$149K +3,353 +26%
BIAS
1982
Beacon Investment Advisory Services
New Jersey
$668K -$45.9K -1,030 -6%
DWM
1983
Dogwood Wealth Management
Kansas
$668K +$49.3K +1,107 +7%
UWS
1984
Unique Wealth Strategies
Illinois
$667K -$7K -157 -1%
CWMK
1985
Caliber Wealth Management (Kansas)
Kansas
$667K +$712K +15,985 New
JSL
1986
JT Stratford LLC
Georgia
$667K -$7.71K -173 -1%
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$667K -$1.89M -42,467 -73%
CWM
1988
C2C Wealth Management
Arizona
$666K – – –
CCAM
1989
Cascades Capital Asset Management
North Carolina
$666K +$85.4K +1,916 +14%
WP
1990
WealthShield Partners
North Carolina
$666K +$389K +8,734 +121%
HCMG
1991
Howard Capital Management Group
California
$665K +$8.91K +200 +1%
LCG
1992
Lakeshore Capital Group
Illinois
$665K +$9.36K +210 +1%
EBT
1993
Enterprise Bank & Trust
Massachusetts
$664K -$9.09K -204 -1%
FTC
1994
Farmers Trust Company
Ohio
$663K -$8.91K -200 -1%
KAM
1995
Kazazian Asset Management
Florida
$663K – – –
BFA
1996
Benedict Financial Advisors
Georgia
$662K +$6.64K +149 +0.9%
GPI
1997
General Partner Inc
Pennsylvania
$662K – – –
GC
1998
Gilbert & Cook
Iowa
$662K -$5.39K -121 -0.8%
SN
1999
Sittner & Nelson
Oregon
$661K -$33.3K -747 -5%
UFF
2000
USA Financial Formulas
Michigan
$661K -$469K -10,516 -40%
78 79
80
81 82