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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
Triton Wealth Management
Arizona
$552K – – –
MC
2002
Machina Capital
France
$552K +$605K +13,401 New
FPS
2003
Fieldpoint Private Securities
Connecticut
$551K +$15.8K +351 +3%
VW
2004
Vance Wealth
California
$550K -$94.8K -2,102 -14%
BT
2005
Brandywine Trust
Delaware
$549K – – –
SFG
2006
SNS Financial Group
Minnesota
$548K +$135 +3 +0%
SP
2007
Successful Portfolios
Florida
$546K -$26.2K -581 -4%
PP
2008
PDS Planning
Ohio
$546K -$12.6K -280 -2%
CWS
2009
Cypress Wealth Services
California
$545K -$10.2K -226 -2%
HCM
2010
Highview Capital Management
Illinois
$545K +$236K +5,224 +65%
UFA
2011
US Financial Advisors
Massachusetts
$544K – – –
LCM
2012
LVM Capital Management
Michigan
$544K +$68.9K +1,528 +13%
CCM
2013
CAAS Capital Management
New York
$544K +$596K +13,200 New
AMC
2014
Asset Management Corp
Illinois
$542K -$112K -2,483 -16%
V
2015
VeraBank
Texas
$540K +$59.8K +1,326 +11%
TIA
2016
Traphagen Investment Advisors
New Jersey
$540K +$28.2K +625 +5%
B
2017
Brightworth
Georgia
$539K -$143K -3,167 -20%
FFG
2018
Frisch Financial Group
New York
$539K -$8.53K -189 -1%
SAM
2019
Seelaus Asset Management
New Jersey
$539K +$25.6K +568 +5%
IF
2020
Intrua Financial
Texas
$539K +$249K +5,518 +73%
LNB
2021
Ledyard National Bank
$538K -$136K -3,004 -19%
RCG
2022
Rock Creek Group
District of Columbia
$537K +$174K +3,865 +42%
AFPL
2023
Advus Financial Partners, LLC
Florida
$536K +$587K +13,009 New
DAM
2024
Deltec Asset Management
New York
$536K – – –
AFG
2025
Albion Financial Group
Utah
$536K +$45 +1 +0%
79 80
81
82 83