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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1976
Sittner & Nelson
Oregon
$816K +$206 +4 +0%
CA
1977
Calton & Associates
Florida
$814K -$108K -2,088 -11%
TDB
1978
Thompson David Blair
$812K -$88.2K -1,710 -9%
DW30
1979
Drucker Wealth 3.0
New Jersey
$811K +$52.2K +1,011 +6%
TP
1980
Tranquility Partners
Tennessee
$811K +$24.6K +476 +3%
BWM
1981
Bulltick Wealth Management
Florida
$808K +$581K +11,267 +213%
SHFG
1982
S Harris Financial Group
Texas
$807K +$71.5K +1,386 +9%
HC
1983
Headland Capital
South Carolina
$806K -$52 -1 -0%
EW
1984
Elyxium Wealth
California
$805K -$38.3K -743 -4%
ONST
1985
Old North State Trust
North Carolina
$805K +$214K +4,143 +33%
SCA
1986
STALEY CAPITAL ADVISERS
Pennsylvania
$804K – – –
SF
1987
Symphony Financial
Texas
$804K +$440K +8,518 +104%
HKAM
1988
Horizon Kinetics Asset Management
New York
$802K -$212K -4,100 -20%
TCMP
1989
Thrive Capital Management (Pennsylvania)
Pennsylvania
$801K -$2.06K -40 -0.2%
VCM
1990
Virtue Capital Management
Tennessee
$800K +$86K +1,667 +11%
AWA
1991
AGH Wealth Advisors
Kansas
$800K -$46.5K -901 -5%
CIA
1992
Cape Investment Advisory
Georgia
$799K +$153K +2,972 +22%
AIA
1993
AIMZ Investment Advisors
California
$798K +$6.19K +120 +0.7%
FC
1994
FCA Corp
Texas
$796K – – –
SMWM
1995
Silvia McColl Wealth Management
California
$795K – – –
MBWA
1996
Marin Bay Wealth Advisors
California
$794K -$117K -2,259 -12%
S
1997
Storgate
Texas
$794K +$19.6K +380 +2%
BFC
1998
Bedel Financial Consulting
Indiana
$793K +$3.51K +68 +0.4%
BPW
1999
Bingham Private Wealth
California
$790K +$150K +2,898 +22%
SWM
2000
SHP Wealth Management
Massachusetts
$788K -$53.4K -1,035 -6%
78 79
80
81 82