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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2001
Pennsylvania Capital Management
Pennsylvania
$374K – – –
RZH
2002
Relyea Zuckerberg Hanson
Connecticut
$374K +$9.14K +265 +3%
RA
2003
Riversedge Advisors
Delaware
$372K -$373K -10,802 -53%
BBL
2004
Beck Bode LLC
Massachusetts
$372K +$332K +9,608 New
FUBT
2005
First United Bank & Trust
Maryland
$369K -$10.3K -298 -3%
BAM
2006
Brave Asset Management
New Jersey
$369K +$22.6K +654 +7%
BC
2007
Brio Consultants
California
$368K +$380 +11 +0.1%
CAC
2008
Certified Advisory Corp
Florida
$368K +$327K +9,488 New
MC
2009
Maverick Capital
Texas
$367K -$1.19M -34,419 -78%
PPW
2010
Pasadena Private Wealth
California
$367K -$167K -4,830 -34%
VFP
2011
Verus Financial Partners
Virginia
$367K -$4.17K -121 -1%
FPCP
2012
Fort Point Capital Partners
California
$367K +$17.7K +514 +6%
CCMD
2013
Cypress Capital Management (Delaware)
Delaware
$366K +$7.04K +204 +2%
AIL
2014
AGF Investments LLC
Ontario, Canada
$365K -$81K -2,348 -20%
WI
2015
Wintrust Investments
Illinois
$364K -$166K -4,800 -21%
SKK
2016
Shepherd Kaplan Krochuk
Massachusetts
$364K -$107K -3,100 -25%
JWM
2017
JGP Wealth Management
Oregon
$364K -$70.4K -2,039 -18%
FWCM
2018
Ferguson Wellman Capital Management
Oregon
$364K -$38.9K -1,128 -11%
VNA
2019
Valley National Advisers
Pennsylvania
$362K +$2.21K +64 +0.7%
ML
2020
McAdam LLC
Pennsylvania
$362K +$40.3K +1,167 +14%
CRCM
2021
Corbett Road Capital Management
Virginia
$360K +$321K +9,297 New
CBFP
2022
Cedar Brook Financial Partners
Ohio
$359K -$11.9K -345 -4%
GC
2023
Gilbert & Cook
Iowa
$359K +$26.1K +757 +9%
FVWA
2024
Foster Victor Wealth Advisors
South Carolina
$358K -$50K -1,450 -14%
BIM
2025
Bridgecreek Investment Management
Oklahoma
$358K – – –
79 80
81
82 83