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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
TAGStone Capital
North Carolina
$805K +$4.68K +96 +0.6%
MCM
1977
MV Capital Management
Maryland
$804K +$11.8K +242 +2%
BOS
1978
Bank of Stockton
California
$804K – – –
SWRP
1979
Summit Wealth & Retirement Planning
California
$802K – – –
OPTFSNA
1980
Old Point Trust & Financial Services N A
Virginia
$801K -$22K -450 -3%
WFAG
1981
Wescott Financial Advisory Group
Pennsylvania
$801K +$10.7K +219 +1%
QFW
1982
QTR Family Wealth
Florida
$799K +$105K +2,152 +16%
ADMI
1983
Albert D. Mason Inc
Massachusetts
$799K +$3.27K +67 +0.4%
AIA
1984
Arbor Investment Advisors
North Carolina
$798K +$354K +7,251 +88%
HI
1985
Humankind Investments
New York
$797K -$5.85K -120 -0.8%
TF
1986
Trek Financial
Arizona
$796K +$167K +3,418 +28%
BCM
1987
Boreal Capital Management
Florida
$794K – – –
LCG
1988
Lakeshore Capital Group
Illinois
$793K +$12.4K +255 +2%
AWM
1989
Accel Wealth Management
Iowa
$793K -$38.3K -786 -5%
SFWA
1990
Summit Financial Wealth Advisors
Louisiana
$793K +$57.4K +1,177 +8%
CCA
1991
Coign Capital Advisors
Utah
$792K +$26.1K +534 +4%
MCM
1992
Manchester Capital Management
Vermont
$791K -$478K -9,806 -39%
WSA
1993
Warm Springs Advisors
California
$787K – – –
BWM
1994
Blossom Wealth Management
California
$787K – – –
MAG
1995
M3 Advisory Group
Massachusetts
$786K +$8.59K +176 +1%
AA
1996
Argent Advisors
Louisiana
$785K +$117K +2,401 +19%
UWS
1997
Unique Wealth Strategies
Illinois
$784K -$32.9K -674 -4%
ME
1998
McIlrath & Eck
Washington
$782K -$53.6K -1,099 -7%
CIA
1999
Caerus Investment Advisors
Texas
$782K +$740K +15,159 New
GFA
2000
Gifford Fong Associates
California
$781K – – –
78 79
80
81 82