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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2001
Guidance Point Advisors
Massachusetts
$403K +$1.48K +41 +0.3%
B
2002
Brightworth
Georgia
$402K -$5.8K -161 -1%
ACP
2003
Aviance Capital Partners
Florida
$400K -$45.5K -1,263 -9%
PSF
2004
Pacific Sun Financial
California
$400K – – –
WP
2005
WMS Partners
Maryland
$400K – – –
BIA
2006
Bigelow Investment Advisors
Maine
$400K +$22.1K +614 +5%
SW
2007
SlateStone Wealth
Florida
$398K -$986K -27,387 -68%
WIP
2008
WealthCare Investment Partners
Rhode Island
$398K +$2.95K +82 +0.6%
FFG
2009
Frisch Financial Group
New York
$397K -$11.2K -310 -2%
IF
2010
Integrity Financial
Wyoming
$397K -$1.51K -42 -0.3%
BWM
2011
Blossom Wealth Management
California
$397K +$3.24K +90 +0.7%
JFGIW
2012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$396K -$30.4K -843 -6%
SLA
2013
Silver Lake Advisory
Utah
$396K +$2.99K +83 +0.7%
BFWA
2014
Benchmark Financial Wealth Advisors
Florida
$395K -$792 -22 -0.2%
BST
2015
Bath Savings Trust
Maine
$395K – – –
PP
2016
PDS Planning
Ohio
$394K -$21.4K -595 -4%
PFA
2017
Pure Financial Advisors
California
$394K +$26.5K +735 +6%
MA
2018
MJP Associates
Connecticut
$393K +$74K +2,055 +19%
GG
2019
Greenwood Gearhart
Arkansas
$389K -$7.27K -202 -2%
LF
2020
Lantz Financial
Illinois
$389K – – –
MIM
2021
Meridiem Investment Management
United Kingdom
$389K – – –
CG
2022
Clarus Group
Texas
$389K +$1.22K +34 +0.3%
GAM
2023
Gemmer Asset Management
California
$388K +$720 +20 +0.2%
KW
2024
KWB Wealth
California
$388K +$2.59K +72 +0.6%
EWM
2025
EPG Wealth Management
Georgia
$388K +$172K +4,783 +62%
79 80
81
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