We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2001
Roble Belko & Company
Pennsylvania
$35K +$27 +1 +0.1%
SFA
2002
Semmax Financial Advisors
North Carolina
$34K +$37.1K +1,369 New
TIM
2003
Tortoise Investment Management
New York
$33K -$52.9K -1,950 -59%
MIP
2004
Mondrian Investment Partners
United Kingdom
$33K – – –
FFC
2005
First Financial Corp
Indiana
$32K – – –
LWA
2006
Lowe Wealth Advisors
Maryland
$32K +$54 +2 +0.2%
KCM
2007
Karp Capital Management
California
$31K +$34.3K +1,265 New
FMTCOCP
2008
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
MFT
2009
Moisand Fitzgerald Tamayo
Florida
$27K -$5.37K -198 -15%
CWM
2010
Cranbrook Wealth Management
Michigan
$27K +$13.6K +500 +86%
SFG
2011
Sage Financial Group
Pennsylvania
$26K +$190 +7 +0.7%
NPP
2012
New Potomac Partners
Maryland
$25K – – –
MFBTD
2013
MB Financial Bank - Trust Department
Illinois
$23K -$8.14K -300 -24%
FRA
2014
Front Row Advisors
California
$22K -$135K -4,986 -85%
CI
2015
CX Institutional
Indiana
$21K -$1.2M -44,269 -98%
EWM
2016
Elmwood Wealth Management
California
$20K – – –
IF
2017
Ironwood Financial
Arizona
$20K – – –
FPS
2018
Fieldpoint Private Securities
Connecticut
$20K +$3.55K +131 +19%
CPA
2019
Cowen Prime Advisors
New York
$19K – – –
CTB
2020
Country Trust Bank
Illinois
$19K +$3.09K +114 +18%
VRM
2021
Vectors Research Management
New York
$18K -$703K -25,917 -97%
CFN
2022
Cordasco Financial Network
Florida
$18K -$6.57K -242 -25%
AAP
2023
Arax Advisory Partners
Colorado
$18K +$109 +4 +0.6%
CFA
2024
Camarda Financial Advisors
Florida
$16K – – –
WA
2025
WealthTrust-Arizona
Arizona
$16K +$54 +2 +0.3%
79 80
81
82 83