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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1976
Sentry Investment Management
Wisconsin
$985K – – –
Trek Financial
1977
Trek Financial
Arizona
$983K +$129K +2,442 +16%
AP
1978
Advisortrust Partners
North Carolina
$980K +$941K +17,810 New
MIA
1979
MeadowBrook Investment Advisors
Michigan
$979K -$21.1K -400 -2%
Creative Financial Designs
1980
Creative Financial Designs
Indiana
$979K -$43.8K -828 -4%
RB
1981
Renasant Bank
Mississippi
$978K -$157K -2,973 -14%
APC
1982
Aspire Private Capital
North Carolina
$976K -$33.9K -641 -3%
EPAM
1983
Evelyn Partners Asset Management
$974K -$53.9K -1,019 -5%
TFIPS
1984
Towarzystwo Funduszy Inwestycyjnych PZU SA
$974K +$44.9K +850 +5%
WFAG
1985
Worth Financial Advisory Group
North Carolina
$973K +$36.8K +696 +4%
Wescott Financial Advisory Group
1986
Wescott Financial Advisory Group
Pennsylvania
$971K +$112K +2,116 +14%
FWP
1987
Firethorn Wealth Partners
Georgia
$967K -$2.64K -50 -0.3%
Bay Colony Advisors
1988
Bay Colony Advisors
Massachusetts
$967K -$101K -1,918 -10%
MWA
1989
Muirfield Wealth Advisors
North Carolina
$967K -$33.5K -634 -3%
SCM
1990
Spring Capital Management
Texas
$966K -$22.9K -434 -2%
RMR Wealth Builders
1991
RMR Wealth Builders
New Jersey
$965K +$42.8K +810 +5%
Platform Technology Partners
1992
Platform Technology Partners
New York
$964K -$83.7K -1,584 -8%
Journey Advisory Group
1993
Journey Advisory Group
Kentucky
$960K +$7.51K +142 +0.8%
GAM
1994
Grandview Asset Management
Pennsylvania
$959K -$8.19K -155 -0.9%
Waterfront Wealth
1995
Waterfront Wealth
Kansas
$958K -$20.1K -381 -2%
LWA
1996
Ledgewood Wealth Advisors
New Hampshire
$958K – – –
Atom Investors
1997
Atom Investors
Texas
$956K +$212K +4,002 +30%
Wealth Enhancement Trust Services
1998
Wealth Enhancement Trust Services
South Dakota
$955K +$918K +17,360 New
MCA
1999
MSH Capital Advisors
Arizona
$954K +$29.8K +563 +3%
TMC
2000
Themes Management Co
Connecticut
$954K +$917K +17,343 New