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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
2001
First Command Advisory Services
Texas
$6K +$6.09K +200 New
SCM
2002
Stanley Capital Management
Texas
$5.47K -$780K -25,600 -12%
RIM
2003
Rampart Investment Management
Connecticut
$4.75K -$141K -4,636 -3%
MIM
2004
Macroview Investment Management
Maryland
$4K
CF
2005
Centaurus Financial
California
$3.32K -$5.33M -175,077 -100%
MUAMU
2006
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.14K -$1.22M -40,000 -27%
ANBT
2007
American National Bank & Trust
Texas
$3K
SCA
2008
Stuart Chaussee & Associates
California
$3K
VDFA
2009
Vickerman & Driscoll Financial Advisors
Washington
$3K
NR
2010
Newfound Research
Massachusetts
$3K +$30 +1 +1%
ECM
2011
Exchange Capital Management
Michigan
$3K +$3.05K +100 New
AIIMS
2012
Analyst IMS Investment Management Services
Israel
$2.88K -$73.3K -2,407 -2%
IAS
2013
INR Advisory Services
Pennsylvania
$2K
WG
2014
Welch Group
Alabama
$1.88K
OAJ
2015
Ogorek Anthony Joseph
New York
$1K
AMCA
2016
Arthur M. Cohen & Associates
Illinois
$853 -$9.65K -317 -1%
WKWM
2017
Walter & Keenan Wealth Management
Indiana
$419 -$60.9K -2,000 -12%
IP
2018
Investment Partners
Ohio
$284 -$5.91K -194 -2%
FRA
2019
Front Row Advisors
California
$154 -$156K -5,128 -47%
N
2020
Natixis
France
-$243M -8,614,786 Closed
MSL
2021
Mackay Shields LLC
New York
-$112M -3,967,235 Closed
Capital International Investors
2022
Capital International Investors
California
-$69.3M -2,459,662 Closed
SM
2023
Seminole Management
New York
-$38.8M -1,375,960 Closed
TAM
2024
Toscafund Asset Management
United Kingdom
-$35.9M -1,275,000 Closed
SCM
2025
Sanoor Capital Management
Connecticut
-$32.9M -1,167,700 Closed