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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
2001
Arax Advisory Partners
Colorado
$79K +$78.8K +2,731 New
NIM
2002
NuWave Investment Management
New Jersey
$76K +$70K +2,426 +1,277%
FNB
2003
Farmers National Bank
Kentucky
$75K +$7.12K +247 +11%
JAM
2004
JCIC Asset Management
Ontario, Canada
$73K – – –
LPWM
2005
Lake Point Wealth Management
Texas
$72K – – –
MWC
2006
MBM Wealth Consultants
Missouri
$71K – – –
SA
2007
SRH Advisors
Kansas
$71K – – –
FPS
2008
Fieldpoint Private Securities
Connecticut
$70K +$46.5K +1,612 +199%
VEA
2009
Virtus ETF Advisers
New York
$70K +$69.8K +2,421 New
CI
2010
CX Institutional
Indiana
$69K +$39.7K +1,377 +136%
PWP
2011
Personal Wealth Partners
Minnesota
$68K +$67.7K +2,346 New
KC
2012
Knuff & Co
California
$67K -$41.1K -1,425 -38%
BAM
2013
Barrett Asset Management
New York
$67K +$7.21K +250 +12%
FFC
2014
First Financial Corp
Indiana
$66K – – –
SBL
2015
Sargent Bickham Lagudis
Colorado
$65K -$39.7K -1,375 -38%
MWC
2016
MKD Wealth Coaches
Michigan
$65K +$36.7K +1,274 +58%
PO
2017
Private Ocean
California
$63K – – –
RCG
2018
Ruggie Capital Group
Florida
$63K +$346 +12 +0.6%
JWA
2019
JFS Wealth Advisors
Pennsylvania
$62K – – –
PCTC
2020
Perkins Coie Trust Company
Washington
$62K – – –
EI
2021
Ellevest Inc
New York
$60K +$60.1K +2,083 New
BL
2022
Balentine LLC
Georgia
$58K -$77.4K -2,684 -57%
CFA
2023
Camarda Financial Advisors
Florida
$57K +$7.7K +267 +16%
FEG
2024
Financial Enhancement Group
Indiana
$54K – – –
NC
2025
NewSquare Capital
Pennsylvania
$54K +$10.1K +350 +23%
79 80
81
82 83