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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2001
M3 Advisory Group
Massachusetts
$912K +$21.8K +409 +3%
CCA
2002
Coign Capital Advisors
Utah
$911K +$7.87K +148 +0.9%
FMN
2003
Financial Management Network
California
$908K +$56.4K +1,060 +8%
RWB
2004
RMR Wealth Builders
New Jersey
$906K +$6.54K +123 +0.8%
DAM
2005
Delta Asset Management
Tennessee
$905K +$7.98K +150 +1%
LCG
2006
Lakeshore Capital Group
Illinois
$905K -$4.68K -88 -0.6%
FM
2007
Family Management
New York
$904K +$49.7K +935 +6%
FFG
2008
Fiduciary Financial Group
California
$904K +$76.4K +1,436 +10%
ACM
2009
Alessandra Capital Management
California
$901K -$62.9K -1,183 -7%
OPTFSNA
2010
Old Point Trust & Financial Services N A
Virginia
$899K – – –
PWAC
2011
Private Wealth Advisors (California)
California
$899K +$904 +17 +0.1%
HCM
2012
Hall Capital Management
Rhode Island
$898K -$11.3K -212 -1%
RFN
2013
RDA Financial Network
Iowa
$898K -$18.8K -354 -2%
CBT
2014
Crews Bank & Trust
Florida
$898K +$25.6K +482 +3%
HCMG
2015
Howard Capital Management Group
California
$897K – – –
HKAM
2016
Horizon Kinetics Asset Management
New York
$897K -$38.6K -725 -4%
CWM
2017
C2C Wealth Management
Arizona
$893K -$18.3K -344 -2%
RCA
2018
Ranch Capital Advisors
Florida
$892K +$82.5K +1,551 +11%
KIA
2019
Knollwood Investment Advisory
Maryland
$891K – – –
MG
2020
Marex Group
$891K -$1.26M -23,624 -60%
DA
2021
Doliver Advisors
Texas
$891K +$7.29K +137 +0.9%
FCM
2022
Fire Capital Management
California
$890K +$163K +3,074 +25%
GPI
2023
General Partner Inc
Pennsylvania
$890K – – –
JRPIM
2024
Journey Retirement Planning & Investment Management
Idaho
$889K +$124K +2,332 +18%
VAG
2025
VisionPoint Advisory Group
Texas
$888K +$65.9K +1,239 +9%
79 80
81
82 83