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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
2001
First Financial Corp
Indiana
$96K +$28.6K +994 +44%
RWG
2002
Regal Wealth Group
California
$95K -$8.63K -300 -8%
FMP
2003
Financial Management Professionals
Texas
$91K +$58 +2 +0.1%
MCM
2004
McMillion Capital Management
North Carolina
$90K -$5.75K -200 -6%
WCM
2005
Wealthcare Capital Management
Virginia
$89K – – –
NIC
2006
Northwest Investment Counselors
Oregon
$89K +$87.5K +3,043 New
LWM
2007
Lenox Wealth Management
Ohio
$86K +$4.74K +165 +6%
CI
2008
CX Institutional
Indiana
$83K +$13.2K +459 +19%
CH
2009
Canton Hathaway
Rhode Island
$82K – – –
BAMG
2010
Brand Asset Management Group
Missouri
$82K +$374 +13 +0.5%
BHWM
2011
Bay Harbor Wealth Management
Maryland
$78K -$3.02K -105 -4%
FPS
2012
Fieldpoint Private Securities
Connecticut
$78K +$7.48K +260 +11%
PWP
2013
Personal Wealth Partners
Minnesota
$76K +$7.1K +247 +11%
SBL
2014
Sargent Bickham Lagudis
Colorado
$76K +$10.8K +374 +17%
JAM
2015
JCIC Asset Management
Ontario, Canada
$73K – – –
PO
2016
Private Ocean
California
$73K +$7.71K +268 +12%
PCM
2017
Prelude Capital Management
New York
$72K -$3.69M -128,500 -98%
SA
2018
SRH Advisors
Kansas
$72K – – –
DP
2019
Denver PWM
Colorado
$71.8K +$71.4K +2,482 New
MWC
2020
MBM Wealth Consultants
Missouri
$70K – – –
BAM
2021
Barrett Asset Management
New York
$67K – – –
KC
2022
Knuff & Co
California
$67K – – –
VEA
2023
Virtus ETF Advisers
New York
$66K -$4.92K -171 -7%
PCTC
2024
Perkins Coie Trust Company
Washington
$62K – – –
IWA
2025
Intercontinental Wealth Advisors
Texas
$62K +$17.3K +600 +39%
79 80
81
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