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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2001
Sound Income Strategies
Florida
$16K +$9.33K +297 +123%
AWMS
2002
Advocacy Wealth Management Services
Georgia
$15K – – –
TF
2003
Tompkins Financial
New York
$15K – – –
TCCM
2004
Timber Creek Capital Management
Massachusetts
$14K – – –
CAM
2005
CenterStar Asset Management
Illinois
$13K – – –
PRS
2006
Pinkerton Retirement Specialists
Idaho
$13K – – –
BCP
2007
Blackhawk Capital Partners
Wisconsin
$12K – – –
FPB
2008
First PREMIER Bank
South Dakota
$12K – – –
TVWM
2009
Tower View Wealth Management
Wisconsin
$12K – – –
CB
2010
CNB Bank
Pennsylvania
$10K -$16.7K -531 -62%
TAM
2011
Trust Asset Management
Texas
$8K -$1.9M -60,500 -100%
IP
2012
Isthmus Partners
Wisconsin
$7K – – –
AIM
2013
Assured Investment Management
New York
$7K +$7.57K +241 New
HS
2014
Horan Securities
United States
$6K – – –
IDBONY
2015
Israel Discount Bank of New York
New York
$6K – – –
OPWM
2016
Oak Point Wealth Management
Michigan
$5K -$517K -16,451 -99%
SMG
2017
Spectrum Management Group
Indiana
$5K – – –
MIM
2018
Macroview Investment Management
Maryland
$4K +$3.77K +120 New
SWP
2019
Strategic Wealth Partners
Ohio
$4K +$3.9K +124 +620%
ANBT
2020
American National Bank & Trust
Texas
$3K – – –
SCA
2021
Stuart Chaussee & Associates
California
$3K – – –
VDFA
2022
Vickerman & Driscoll Financial Advisors
Washington
$3K – – –
NR
2023
Newfound Research
Massachusetts
$3K +$2.76K +88 +8,800%
CIM
2024
Corbyn Investment Management
Maryland
$3K +$3.64K +116 New
IAS
2025
INR Advisory Services
Pennsylvania
$2K – – –
79 80
81
82 83