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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2001
Garden State Investment Advisory Services
New Jersey
$530K +$4.26K +124 +0.9%
RCA
2002
Resonant Capital Advisors
Wisconsin
$530K +$139K +4,051 +41%
AIA
2003
Arbor Investment Advisors
North Carolina
$530K – – –
FTIS
2004
First Trust Investment Solutions
Florida
$529K +$22.8K +664 +5%
CSPAM
2005
Cary Street Partners Asset Management
Virginia
$529K -$12.6K -368 -3%
VH
2006
Visionary Horizons
Tennessee
$527K +$5.9K +172 +1%
AC
2007
Addison Capital
Pennsylvania
$525K -$35.5K -1,035 -7%
TIA
2008
Tiemann Investment Advisors
California
$525K -$6.87K -200 -1%
FMN
2009
Financial Management Network
California
$524K -$14.5K -423 -3%
RCM
2010
Raleigh Capital Management
North Carolina
$523K -$36.4K -1,059 -7%
EWS
2011
Evergreen Wealth Solutions
Pennsylvania
$523K -$7.79K -227 -2%
FFA
2012
First Foundation Advisors
California
$522K +$118K +3,431 +33%
NJBEST
2013
New Jersey Better Educational Savings Trust
New Jersey
$522K – – –
CIC
2014
Crawford Investment Counsel
Georgia
$521K +$20.7K +603 +5%
RP
2015
Rice Partnership
Hawaii
$521K +$31K +903 +7%
HAS
2016
HBW Advisory Services
California
$520K – – –
HA
2017
Hanover Advisors
South Carolina
$518K -$8.69K -253 -2%
LNB
2018
Ledyard National Bank
$518K -$59.8K -1,741 -11%
EHAM
2019
Eagle Harbor Asset Management
Washington
$516K -$21.2K -617 -4%
AF
2020
Apexium Financial
Texas
$516K +$9.2K +268 +2%
MAM
2021
Montchanin Asset Management
Delaware
$516K +$467K +13,600 New
CT
2022
Colonial Trust
South Carolina
$515K -$4.39K -128 -0.9%
AIC
2023
Archer Investment Corporation
Indiana
$515K -$102K -2,971 -18%
MAG
2024
M3 Advisory Group
Massachusetts
$514K -$36.3K -1,056 -7%
GWM
2025
Gibbs Wealth Management
Georgia
$513K +$465K +13,532 New
79 80
81
82 83