We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2001
Clarus Group
Texas
$377K – – –
SAM
2002
Summit Asset Management
Tennessee
$376K +$12.3K +369 +3%
DJSG
2003
D.J. St. Germain
Massachusetts
$375K – – –
NO
2004
Ninety One
South Africa
$375K – – –
TCMP
2005
Thrive Capital Management (Pennsylvania)
Pennsylvania
$375K +$5.92K +177 +1%
GG
2006
Greenwood Gearhart
Arkansas
$374K -$3.51K -105 -0.8%
LF
2007
Lantz Financial
Illinois
$373K -$5.01K -150 -1%
RCWM
2008
Royal Capital Wealth Management
Indiana
$372K – – –
BMC
2009
Benin Management Corp
Connecticut
$371K – – –
SIMG
2010
Sonora Investment Management Group
Arizona
$371K – – –
CCM
2011
Condor Capital Management
New Jersey
$371K +$1.5K +45 +0.4%
SVCP
2012
Silicon Valley Capital Partners
California
$371K +$7.49K +224 +2%
WCM
2013
Wedge Capital Management
North Carolina
$371K +$7.92K +237 +2%
AWM
2014
Aberdeen Wealth Management
Illinois
$370K – – –
CC
2015
Chicago Capital
Illinois
$370K – – –
RWP
2016
Ridgecrest Wealth Partners
California
$370K +$836 +25 +0.2%
SMC
2017
Smith, Moore & Co
Missouri
$370K +$124K +3,716 +44%
CBFP
2018
Cedar Brook Financial Partners
Ohio
$369K +$25.8K +772 +7%
AWM
2019
Atticus Wealth Management
Florida
$368K – – –
MCM
2020
MV Capital Management
Maryland
$368K +$92.2K +2,759 +29%
CIM
2021
Chapman Investment Management
California
$368K +$407K +12,183 New
WJA
2022
Willis Johnson & Associates
Texas
$368K +$408K +12,197 New
JWM
2023
JGP Wealth Management
Oregon
$367K +$67.1K +2,006 +20%
DOA
2024
D'Orazio & Associates
Virginia
$366K +$406K +12,133 New
CWM
2025
Centric Wealth Management
Illinois
$365K -$2.01M -60,181 -83%
79 80
81
82 83