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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
2001
Sargent Bickham Lagudis
Colorado
$99K -$81.4K -2,879 -44%
PW
2002
Price Wealth
Texas
$99K – – –
RWG
2003
Regal Wealth Group
California
$98K +$57 +2 +0.1%
SIAS
2004
Shine Investment Advisory Services
Colorado
$97K – – –
FGAM
2005
Financial Gravity Asset Management
Texas
$97K +$95.9K +3,393 New
NWM
2006
Northwest Wealth Management
Iowa
$96K +$6.9K +244 +8%
AWM
2007
Aevitas Wealth Management
Massachusetts
$92K +$339 +12 +0.4%
HDIM
2008
Hanson & Doremus Investment Management
Vermont
$92K +$21K +744 +29%
HCM
2009
Hilton Capital Management
New York
$88K – – –
SHIM
2010
Stone House Investment Management
Pennsylvania
$88K +$90.2K +3,191 New
FMP
2011
Financial Management Professionals
Texas
$86K – – –
WCM
2012
Wealthcare Capital Management
Virginia
$84K – – –
BHWM
2013
Bay Harbor Wealth Management
Maryland
$81K +$565 +20 +0.7%
LPWM
2014
Lake Point Wealth Management
Texas
$72K -$252K -8,925 -78%
CH
2015
Canton Hathaway
Rhode Island
$72K – – –
OWA
2016
One Wealth Advisors
California
$72K +$73.6K +2,606 New
JAM
2017
JCIC Asset Management
Ontario, Canada
$69K +$70.9K +2,510 New
SA
2018
SRH Advisors
Kansas
$68K – – –
TA
2019
TCG Advisors
Texas
$68K +$69.6K +2,462 New
MWC
2020
MBM Wealth Consultants
Missouri
$67K – – –
FNB
2021
Farmers National Bank
Kentucky
$64K +$65.7K +2,325 New
CIA
2022
Cascade Investment Advisors
Oregon
$63.5K +$65K +2,300 New
WA
2023
WP Advisors
California
$63.2K +$64.7K +2,291 New
FFC
2024
First Financial Corp
Indiana
$63K +$28.3K +1,000 +78%
MWC
2025
MKD Wealth Coaches
Michigan
$61K – – –
79 80
81
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