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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2001
OneAscent Financial Services
Alabama
$364K +$393K +13,295 New
GWP
2002
Gateway Wealth Partners
Wisconsin
$363K +$15.7K +530 +4%
AWM
2003
Angeles Wealth Management
California
$362K +$116K +3,919 +42%
FA
2004
Fiducient Advisors
Illinois
$362K +$391K +13,215 New
CIM
2005
Chapman Investment Management
California
$361K +$29.6K +1,002 +8%
FDS
2006
Freedom Day Solutions
Texas
$361K -$13.4K -454 -3%
SL
2007
Salomon & Ludwin
Virginia
$360K -$26.3K -889 -6%
PBT
2008
Pictet Bank & Trust
Bahamas
$360K – – –
AP
2009
Atwood & Palmer
Missouri
$357K – – –
RWP
2010
Revolve Wealth Partners
New Jersey
$356K +$98K +3,313 +34%
EL
2011
EMFO LLC
Florida
$356K – – –
EWS
2012
Evergreen Wealth Solutions
Pennsylvania
$356K +$25.3K +855 +7%
WAG
2013
Wallace Advisory Group
California
$356K +$38K +1,284 +12%
ZIMP
2014
Zimmermann Investment Management & Planning
Pennsylvania
$355K +$383K +12,960 New
CG
2015
Clarus Group
Texas
$354K -$1.69K -57 -0.4%
PPP
2016
Private Portfolio Partners
New Jersey
$352K -$18K -607 -5%
GAG
2017
Goodman Advisory Group
Massachusetts
$352K -$5.37M -181,344 -93%
GAM
2018
Gemmer Asset Management
California
$351K +$9.7K +328 +3%
GPA
2019
Guidance Point Advisors
Massachusetts
$351K +$12.5K +424 +3%
WIP
2020
WealthCare Investment Partners
Rhode Island
$351K +$2.01K +68 +0.5%
OCM
2021
Orleans Capital Management
Louisiana
$351K – – –
EA
2022
Ergawealth Advisors
Illinois
$350K – – –
AFG
2023
Albion Financial Group
Utah
$349K -$1.18K -40 -0.3%
AF
2024
Alerus Financial
North Dakota
$348K -$18.7K -632 -5%
TFA
2025
Triad Financial Advisors
North Carolina
$348K +$102K +3,458 +37%
79 80
81
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