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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1976
Pacific Point Advisors
California
$669K – – –
BCA
1977
Bay Colony Advisors
Massachusetts
$668K +$8.56K +192 +1%
NP
1978
Ninepoint Partners
Ontario, Canada
$668K +$714K +16,017 New
AMM
1979
American Money Management
California
$668K +$149K +3,353 +26%
BIAS
1980
Beacon Investment Advisory Services
New Jersey
$668K -$45.9K -1,030 -6%
DWM
1981
Dogwood Wealth Management
Kansas
$668K +$49.3K +1,107 +7%
UWS
1982
Unique Wealth Strategies
Illinois
$667K -$7K -157 -1%
CWMK
1983
Caliber Wealth Management (Kansas)
Kansas
$667K +$712K +15,985 New
JSL
1984
JT Stratford LLC
Georgia
$667K -$7.71K -173 -1%
BMCM
1985
Bryn Mawr Capital Management
Pennsylvania
$667K -$1.89M -42,467 -73%
CWM
1986
C2C Wealth Management
Arizona
$666K – – –
CCAM
1987
Cascades Capital Asset Management
North Carolina
$666K +$85.4K +1,916 +14%
WP
1988
WealthShield Partners
North Carolina
$666K +$389K +8,734 +121%
HCMG
1989
Howard Capital Management Group
California
$665K +$8.91K +200 +1%
LCG
1990
Lakeshore Capital Group
Illinois
$665K +$9.36K +210 +1%
EBT
1991
Enterprise Bank & Trust
Massachusetts
$664K -$9.09K -204 -1%
FTC
1992
Farmers Trust Company
Ohio
$663K -$8.91K -200 -1%
KAM
1993
Kazazian Asset Management
Florida
$663K – – –
BFA
1994
Benedict Financial Advisors
Georgia
$662K +$6.64K +149 +0.9%
GPI
1995
General Partner Inc
Pennsylvania
$662K – – –
GC
1996
Gilbert & Cook
Iowa
$662K -$5.39K -121 -0.8%
SN
1997
Sittner & Nelson
Oregon
$661K -$33.3K -747 -5%
UFF
1998
USA Financial Formulas
Michigan
$661K -$469K -10,516 -40%
PWAC
1999
Private Wealth Advisors (California)
California
$658K +$980 +22 +0.1%
GIA
2000
Guyasuta Investment Advisors
Pennsylvania
$656K -$25.8K -579 -4%
78 79
80
81 82