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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
F
2001
F3Logic
Minnesota
$270K -$25.1K -777 -9%
NCM
2002
Noesis Capital Mangement
Florida
$270K +$10.1K +311 +4%
RWB
2003
RMR Wealth Builders
New Jersey
$270K +$248K +7,660 New
NPF
2004
Norris Perne & French
Michigan
$268K -$1.36K -42 -0.5%
MA
2005
MONECO Advisors
Connecticut
$268K +$32 +1 +0%
IFS
2006
Ifrah Financial Services
Arkansas
$267K – – –
PI
2007
Pettee Investors
Connecticut
$267K – – –
SCA
2008
STALEY CAPITAL ADVISERS
Pennsylvania
$267K +$3.56K +110 +1%
BC
2009
Barnett & Company
Tennessee
$265K – – –
LC
2010
LCNB Corp
Ohio
$265K +$243K +7,523 New
KA
2011
Klingman & Associates
New York
$264K -$5.14K -159 -2%
SNT
2012
Security National Trust
West Virginia
$264K – – –
BWP
2013
Bernardo Wealth Planning
Pennsylvania
$264K +$14K +434 +6%
MWM
2014
Maltin Wealth Management
New Jersey
$264K +$243K +7,507 New
EGM
2015
Engineers Gate Manager
New York
$263K -$1.64M -50,820 -87%
WA
2016
Wealthstar Advisors
Texas
$263K -$2.2K -68 -0.9%
CRCM
2017
Corbett Road Capital Management
Virginia
$263K +$241K +7,454 New
CQS
2018
Credential Qtrade Securities
$262K +$112K +3,481 +88%
BST
2019
Bath Savings Trust
Maine
$262K -$4.95K -153 -2%
MWM
2020
Minot Wealth Management
Massachusetts
$262K +$247K +7,630 New
CAM
2021
Cypress Asset Management
Texas
$261K +$239K +7,405 New
BG
2022
Berry Group
Massachusetts
$261K +$240K +7,417 New
FWM
2023
FSA Wealth Management
Massachusetts
$261K +$240K +7,420 New
CRWM
2024
Castle Rock Wealth Management
California
$259K -$129 -4 -0.1%
PCFFS
2025
Pacific Center for Financial Services
California
$258K -$36.2K -1,119 -13%
79 80
81
82 83