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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1976
RW Investment Management
Idaho
$764K – – –
EFSCE
1977
Enterprise Financial Services Corp (EFSC)
Missouri
$763K +$29.4K +699 +5%
AMM
1978
American Money Management
California
$762K +$4K +95 +0.6%
CG
1979
CFO4Life Group
Texas
$759K -$17.8K -423 -3%
PPA
1980
Pacific Point Advisors
California
$758K – – –
WP
1981
WealthShield Partners
North Carolina
$757K +$1.47K +35 +0.2%
OPTFSNA
1982
Old Point Trust & Financial Services N A
Virginia
$756K -$211K -5,016 -24%
CWM
1983
C2C Wealth Management
Arizona
$756K – – –
OWA
1984
Opal Wealth Advisors
New York
$754K +$15.1K +359 +2%
NWWA
1985
New Wave Wealth Advisors
Arkansas
$754K +$670K +15,931 New
WCM
1986
Warburton Capital Management
Oklahoma
$753K +$19.7K +469 +3%
EBT
1987
Enterprise Bank & Trust
Massachusetts
$753K – – –
BFA
1988
Benedict Financial Advisors
Georgia
$751K +$337 +8 +0.1%
UWS
1989
Unique Wealth Strategies
Illinois
$751K -$4.8K -114 -0.7%
GPI
1990
General Partner Inc
Pennsylvania
$751K – – –
PWAC
1991
Private Wealth Advisors (California)
California
$747K +$757 +18 +0.1%
TTWM
1992
TCV Trust & Wealth Management
Virginia
$747K -$12.6K -300 -2%
PA
1993
Procyon Advisors
Connecticut
$746K -$2.58M -61,283 -80%
HCMG
1994
Howard Capital Management Group
California
$745K -$8.41K -200 -1%
CC
1995
Centiva Capital
New York
$744K -$1.01M -24,061 -60%
SSC
1996
Syverson Strege & Co
Iowa
$744K +$661K +15,715 New
IIM
1997
InTrack Investment Management
Vermont
$743K -$73.6K -1,750 -10%
GIA
1998
Guyasuta Investment Advisors
Pennsylvania
$742K -$1.22K -29 -0.2%
SIG
1999
Sky Investment Group
Connecticut
$741K – – –
DWM
2000
Destination Wealth Management
California
$741K +$75.1K +1,786 +13%
78 79
80
81 82