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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
2001
Stonebridge Financial Planning Group
Florida
$35K +$30.2K +1,009 +208%
WFMPM
2002
Woodley Farra Manion Portfolio Management
Indiana
$34K +$12K +400 +33%
SL
2003
Salomon & Ludwin
Virginia
$32K – – –
RWM
2004
Raffa Wealth Management
District of Columbia
$31.1K -$2.01K -67 -4%
JWA
2005
JFS Wealth Advisors
Pennsylvania
$31K -$275K -9,182 -86%
SWM
2006
Selective Wealth Management
Virginia
$31K – – –
TIM
2007
Tortoise Investment Management
New York
$31K – – –
LAS
2008
Lloyd Advisory Services
Georgia
$31K +$5.52K +184 +14%
RBC
2009
Roble Belko & Company
Pennsylvania
$30K – – –
FRA
2010
Front Row Advisors
California
$30K +$7.43K +248 +25%
JSC
2011
Jackson Square Capital
California
$29K -$539K -17,987 -93%
CFFP
2012
Center for Financial Planning
Michigan
$29K +$22.5K +750 +123%
DCM
2013
Davis Capital Management
Florida
$29K +$41.2K +1,373 New
MIP
2014
Mondrian Investment Partners
United Kingdom
$28K – – –
CCM
2015
Cox Capital Management
Massachusetts
$27K +$23K +767 New
VLKIM
2016
Van Lanschot Kempen Investment Management
Netherlands
$26K +$6.89K +230 +24%
FG
2017
FSI Group
Ohio
$25K -$5M -166,804 -99%
CWAF
2018
Core Wealth Advisors (Florida)
Florida
$25K – – –
FMTCOCP
2019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
EWM
2020
Elmwood Wealth Management
California
$24.3K +$24.3K +809 New
SFG
2021
Sage Financial Group
Pennsylvania
$23K +$270 +9 +0.8%
DOA
2022
D'Orazio & Associates
Virginia
$23K +$2.52K +84 +9%
PCMK
2023
Paragon Capital Management (Kansas)
Kansas
$23K +$32.2K +1,075 New
MIFH
2024
Migdal Insurance & Financial Holdings
Israel
$22K -$21.3M -709,754 -100%
LSA
2025
Lion Street Advisors
Texas
$22K +$31.3K +1,043 New
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