We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2001
MPS Loria Financial Planners
Illinois
$107K +$106K +4,491 New
JSC
2002
Jackson Square Capital
California
$106K +$72.6K +3,071 +222%
SIS
2003
Sound Income Strategies
Florida
$101K -$18.9K -800 -16%
CHA
2004
Carmichael Hill & Associates
Maryland
$101K -$5.55K -235 -5%
APWM
2005
Atlas Private Wealth Management
New York
$100K -$116K -4,897 -54%
EWA
2006
Evolution Wealth Advisors
Florida
$99K +$23.1K +977 +31%
MA
2007
Modus Advisors
Minnesota
$98K +$97.5K +4,127 New
APC
2008
Aspire Private Capital
North Carolina
$97K +$10.7K +454 +13%
SIAS
2009
Shine Investment Advisory Services
Colorado
$96K – – –
BWA
2010
Burt Wealth Advisors
Maryland
$95K -$6.24K -264 -6%
MFP
2011
Michael F. Price
$95K – – –
OAMG
2012
Odey Asset Management Group
United Kingdom
$95K – – –
SL
2013
Savior LLC
Massachusetts
$94K -$440K -18,605 -82%
PW
2014
Price Wealth
Texas
$94K -$29.3K -1,241 -24%
JPLA
2015
Joseph P. Lucia & Associates
New York
$89K – – –
SFSIG
2016
San Francisco Sentry Investment Group
California
$86K -$3.19K -135 -4%
ACA
2017
Atlas Capital Advisors
Wyoming
$84.4K -$388K -16,409 -82%
DWA
2018
Dougherty Wealth Advisers
Minnesota
$84K -$24 -1 -0%
CWM
2019
Campbell Wealth Management
Virginia
$84K +$83.1K +3,518 New
WB
2020
West Bancorporation
Iowa
$82K – – –
TC
2021
Trust Company
Kansas
$81K -$76.8K -3,250 -49%
BWL
2022
Bogart Wealth LLC
Virginia
$80K -$29.3K -1,238 -27%
M
2023
MOTCO
Texas
$78K -$100K -4,251 -56%
RWG
2024
Regal Wealth Group
California
$78K +$24 +1 +0%
HDIM
2025
Hanson & Doremus Investment Management
Vermont
$77K – – –
79 80
81
82 83