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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2001
FCA Corp
Texas
$930K – – –
SMWM
2002
Silvia McColl Wealth Management
California
$930K – – –
LIA
2003
LBMC Investment Advisors
Tennessee
$928K -$72.7K -1,367 -8%
NA
2004
Navellier & Associates
Nevada
$926K +$290K +5,444 +50%
TCMP
2005
Thrive Capital Management (Pennsylvania)
Pennsylvania
$925K -$10.3K -194 -1%
FFG
2006
Frisch Financial Group
New York
$921K +$31.8K +597 +4%
RFP
2007
Root Financial Partners
California
$920K +$58.5K +1,100 +7%
PPA
2008
Pacific Point Advisors
California
$920K +$3.4K +64 +0.4%
FWM
2009
Forza Wealth Management
Florida
$918K – – –
BBA
2010
BLB&B Advisors
Pennsylvania
$918K -$55.3K -1,039 -6%
WJS
2011
William John Sempolinski
Massachusetts
$913K +$213 +4 +0%
AIM
2012
Acropolis Investment Management
Missouri
$913K -$4.15K -78 -0.5%
MAG
2013
M3 Advisory Group
Massachusetts
$912K +$21.8K +409 +3%
CCA
2014
Coign Capital Advisors
Utah
$911K +$7.87K +148 +0.9%
FMN
2015
Financial Management Network
California
$908K +$56.4K +1,060 +8%
RWB
2016
RMR Wealth Builders
New Jersey
$906K +$6.54K +123 +0.8%
DAM
2017
Delta Asset Management
Tennessee
$905K +$7.98K +150 +1%
LCG
2018
Lakeshore Capital Group
Illinois
$905K -$4.68K -88 -0.6%
FM
2019
Family Management
New York
$904K +$49.7K +935 +6%
FFG
2020
Fiduciary Financial Group
California
$904K +$76.4K +1,436 +10%
ACM
2021
Alessandra Capital Management
California
$901K -$62.9K -1,183 -7%
OPTFSNA
2022
Old Point Trust & Financial Services N A
Virginia
$899K – – –
PWAC
2023
Private Wealth Advisors (California)
California
$899K +$904 +17 +0.1%
HCM
2024
Hall Capital Management
Rhode Island
$898K -$11.3K -212 -1%
RFN
2025
RDA Financial Network
Iowa
$898K -$18.8K -354 -2%
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81
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