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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
2001
Smith, Moore & Co
Missouri
$295K +$2.76K +103 +1%
SIA
2002
SkyView Investment Advisors
New Jersey
$294K +$260K +9,690 New
BIM
2003
Bridges Investment Management
Nebraska
$294K +$260K +9,710 New
TF
2004
TimeScale Financial
Massachusetts
$293K -$47.3K -1,763 -15%
RWI
2005
Red Wave Investments
Pennsylvania
$293K +$260K +9,682 New
CBFP
2006
Cedar Brook Financial Partners
Ohio
$292K -$26.7K -995 -9%
NEPPG
2007
New England Professional Planning Group
Rhode Island
$292K – – –
BAM
2008
Bellevue Asset Management
Washington
$291K -$12.1K -450 -5%
BC
2009
Brio Consultants
California
$288K +$107 +4 +0%
JLBC
2010
J.L. Bainbridge & Co
Florida
$287K -$6.25K -233 -2%
CIM
2011
Confluence Investment Management
Missouri
$286K -$13.9K -517 -5%
KA
2012
Kozak & Associates
Colorado
$285K +$236K +8,820 New
WWM
2013
Wolff Wiese Magana
California
$285K +$252K +9,401 New
DIM
2014
Delta Investment Management
California
$284K -$16.3K -608 -6%
JAG
2015
Journey Advisory Group
Kentucky
$284K +$251K +9,364 New
PCM
2016
Penserra Capital Management
California
$283K +$40.4K +1,508 +19%
CWM
2017
CCG Wealth Management
California
$283K +$250K +9,325 New
VFP
2018
Verus Financial Partners
Virginia
$282K -$698K -26,030 -74%
HAIM
2019
Hunter Associates Investment Management
Pennsylvania
$282K – – –
UBV
2020
United Bank (Virginia)
Virginia
$282K – – –
VNA
2021
Valley National Advisers
Pennsylvania
$281K -$10.6K -395 -4%
CCMD
2022
Cypress Capital Management (Delaware)
Delaware
$281K +$248K +9,266 New
BIM
2023
Bridgecreek Investment Management
Oklahoma
$280K – – –
AWMG
2024
Alliance Wealth Management Group
New Jersey
$279K +$3.35K +125 +1%
PHAM
2025
Palisades Hudson Asset Management
Florida
$278K – – –
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