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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1976
Advisortrust Partners
North Carolina
$980K +$941K +17,810 New
MIA
1977
MeadowBrook Investment Advisors
Michigan
$979K -$21.1K -400 -2%
CFD
1978
Creative Financial Designs
Indiana
$979K -$43.8K -828 -4%
RB
1979
Renasant Bank
Mississippi
$978K -$157K -2,973 -14%
APC
1980
Aspire Private Capital
North Carolina
$976K -$33.9K -641 -3%
EPAM
1981
Evelyn Partners Asset Management
$974K -$53.9K -1,019 -5%
TFIPS
1982
Towarzystwo Funduszy Inwestycyjnych PZU SA
$974K +$44.9K +850 +5%
WFAG
1983
Worth Financial Advisory Group
North Carolina
$973K +$36.8K +696 +4%
WFAG
1984
Wescott Financial Advisory Group
Pennsylvania
$971K +$112K +2,116 +14%
FWP
1985
Firethorn Wealth Partners
Georgia
$967K -$2.64K -50 -0.3%
BCA
1986
Bay Colony Advisors
Massachusetts
$967K -$101K -1,918 -10%
MWA
1987
Muirfield Wealth Advisors
North Carolina
$967K -$33.5K -634 -3%
SCM
1988
Spring Capital Management
Texas
$966K -$22.9K -434 -2%
RWB
1989
RMR Wealth Builders
New Jersey
$965K +$42.8K +810 +5%
PTP
1990
Platform Technology Partners
New York
$964K -$83.7K -1,584 -8%
JAG
1991
Journey Advisory Group
Kentucky
$960K +$7.51K +142 +0.8%
GAM
1992
Grandview Asset Management
Pennsylvania
$959K -$8.19K -155 -0.9%
WW
1993
Waterfront Wealth
Kansas
$958K -$20.1K -381 -2%
LWA
1994
Ledgewood Wealth Advisors
New Hampshire
$958K – – –
AI
1995
Atom Investors
Texas
$956K +$212K +4,002 +30%
WETS
1996
Wealth Enhancement Trust Services
South Dakota
$955K +$918K +17,360 New
MCA
1997
MSH Capital Advisors
Arizona
$954K +$29.8K +563 +3%
TMC
1998
Themes Management Co
Connecticut
$954K +$917K +17,343 New
AWA
1999
AGH Wealth Advisors
Kansas
$952K -$127K -2,411 -12%
EW
2000
Elyxium Wealth
California
$949K +$11.4K +215 +1%
78 79
80
81 82