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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
AllSquare Wealth Management
New York
$552K +$22.8K +500 +4%
VC
2002
Vicus Capital
Pennsylvania
$551K +$520K +11,424 New
CCM
2003
Condor Capital Management
New Jersey
$550K +$563K +12,364 New
CI
2004
CX Institutional
Indiana
$548K +$33.9K +744 +6%
CBFP
2005
Cedar Brook Financial Partners
Ohio
$548K +$87.5K +1,921 +18%
RCWM
2006
Royal Capital Wealth Management
Indiana
$548K +$561K +12,313 New
BMC
2007
Benin Management Corp
Connecticut
$547K – – –
CFA
2008
Cahill Financial Advisors
Minnesota
$546K -$9.16K -201 -2%
FAM
2009
Flaharty Asset Management
Florida
$546K +$174K +3,809 +45%
DIP
2010
DT Investment Partners
Pennsylvania
$545K -$388K -8,523 -41%
LC
2011
LCNB Corp
Ohio
$545K -$8.93K -196 -2%
AWM
2012
Aberdeen Wealth Management
Illinois
$545K – – –
CIC
2013
Chilton Investment Company
Connecticut
$544K -$45.3K -995 -8%
RWP
2014
Ridgecrest Wealth Partners
California
$544K – – –
IFG
2015
Investors Financial Group
Minnesota
$544K +$19.4K +426 +4%
BC
2016
Brio Consultants
California
$544K +$97.5K +2,141 +21%
FNBOMD
2017
First National Bank of Mount Dora
Florida
$543K – – –
GC
2018
Gratus Capital
Georgia
$541K +$46.8K +1,027 +9%
CG
2019
Clarus Group
Texas
$540K – – –
IP
2020
Ignite Planners
California
$537K +$528K +11,601 New
BHA
2021
Beech Hill Advisors
New York
$536K – – –
CAM
2022
Campion Asset Management
Virginia
$534K – – –
MSA
2023
Marino Stram & Associates
Massachusetts
$532K -$39.4K -865 -7%
TPWA
2024
TRUE Private Wealth Advisors
Oregon
$527K -$18.2K -400 -3%
TCMP
2025
Thrive Capital Management (Pennsylvania)
Pennsylvania
$527K +$2.55K +56 +0.5%
79 80
81
82 83