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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2001
TimeScale Financial
Massachusetts
$375K +$587 +17 +0.2%
PCM
2002
Pennsylvania Capital Management
Pennsylvania
$374K – – –
RZH
2003
Relyea Zuckerberg Hanson
Connecticut
$374K +$9.14K +265 +3%
RA
2004
Riversedge Advisors
Delaware
$372K -$373K -10,802 -53%
BBL
2005
Beck Bode LLC
Massachusetts
$372K +$332K +9,608 New
FUBT
2006
First United Bank & Trust
Maryland
$369K -$10.3K -298 -3%
BAM
2007
Brave Asset Management
New Jersey
$369K +$22.6K +654 +7%
BC
2008
Brio Consultants
California
$368K +$380 +11 +0.1%
CAC
2009
Certified Advisory Corp
Florida
$368K +$327K +9,488 New
MC
2010
Maverick Capital
Texas
$367K -$1.19M -34,419 -78%
PPW
2011
Pasadena Private Wealth
California
$367K -$167K -4,830 -34%
VFP
2012
Verus Financial Partners
Virginia
$367K -$4.17K -121 -1%
FPCP
2013
Fort Point Capital Partners
California
$367K +$17.7K +514 +6%
CCMD
2014
Cypress Capital Management (Delaware)
Delaware
$366K +$7.04K +204 +2%
AIL
2015
AGF Investments LLC
Ontario, Canada
$365K -$81K -2,348 -20%
WI
2016
Wintrust Investments
Illinois
$364K -$166K -4,800 -21%
SKK
2017
Shepherd Kaplan Krochuk
Massachusetts
$364K -$107K -3,100 -25%
JWM
2018
JGP Wealth Management
Oregon
$364K -$70.4K -2,039 -18%
FWCM
2019
Ferguson Wellman Capital Management
Oregon
$364K -$38.9K -1,128 -11%
VNA
2020
Valley National Advisers
Pennsylvania
$362K +$2.21K +64 +0.7%
ML
2021
McAdam LLC
Pennsylvania
$362K +$40.3K +1,167 +14%
CRCM
2022
Corbett Road Capital Management
Virginia
$360K +$321K +9,297 New
CBFP
2023
Cedar Brook Financial Partners
Ohio
$359K -$11.9K -345 -4%
GC
2024
Gilbert & Cook
Iowa
$359K +$26.1K +757 +9%
FVWA
2025
Foster Victor Wealth Advisors
South Carolina
$358K -$50K -1,450 -14%
79 80
81
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