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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
2001
AGF Investments LLC
Ontario, Canada
$400K +$10.6K +259 +3%
BIM
2002
Bridgecreek Investment Management
Oklahoma
$398K +$16.2K +396 +4%
SSA
2003
Schonfeld Strategic Advisors
New York
$397K -$781K -19,061 -66%
UF
2004
Univest Financial
Pennsylvania
$395K -$43.2K -1,055 -10%
VBFP
2005
Valtinson Bruner Financial Planning
Minnesota
$395K +$123 +3 +0%
CCFM
2006
Clear Creek Financial Management
Washington
$395K +$393K +9,589 New
OR
2007
Olympiad Research
Connecticut
$394K -$63K -1,536 -14%
GEA
2008
Glen Eagle Advisors
New Jersey
$393K -$25.5K -622 -6%
CAC
2009
Certified Advisory Corp
Florida
$393K +$1.35K +33 +0.3%
FWCM
2010
Ferguson Wellman Capital Management
Oregon
$392K +$4.1K +100 +1%
JFGIW
2011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K -$10.6K -259 -3%
WF
2012
WoodTrust Financial
Wisconsin
$390K +$89.2K +2,175 +30%
FM
2013
Family Management
New York
$390K +$388K +9,461 New
SKK
2014
Shepherd Kaplan Krochuk
Massachusetts
$388K – – –
JWM
2015
JGP Wealth Management
Oregon
$388K +$164 +4 +0%
PG
2016
Patten Group
Tennessee
$388K +$43.6K +1,063 +13%
PWM
2017
PRW Wealth Management
Massachusetts
$388K +$386K +9,411 New
PPW
2018
Pasadena Private Wealth
California
$387K -$3.98K -97 -1%
PCM
2019
Pennsylvania Capital Management
Pennsylvania
$387K – – –
ACA
2020
Affinity Capital Advisors
California
$383K +$20.7K +505 +6%
SMA
2021
Sage Mountain Advisors
Georgia
$382K +$125K +3,049 +49%
BWM
2022
Blossom Wealth Management
California
$382K +$167K +4,080 +79%
QFA
2023
Quattro Financial Advisors
Texas
$380K -$1.3M -31,690 -76%
PHAM
2024
Palisades Hudson Asset Management
Florida
$379K – – –
CBT
2025
CoreFirst Bank & Trust
Kansas
$378K – – –
79 80
81
82 83