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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Patron Partners
Texas
$571K -$35.9K -936 -6%
PBF
2002
Petix & Botte Financial
California
$570K +$275K +7,167 +100%
DWM
2003
Defined Wealth Management
Oregon
$570K +$5.94K +155 +1%
APM
2004
Advanced Portfolio Management
New York
$567K – – –
HI
2005
Hudock Inc
Pennsylvania
$567K +$2.68K +70 +0.5%
OWA
2006
Opal Wealth Advisors
New York
$566K +$65K +1,696 +14%
LF
2007
Lantz Financial
Illinois
$565K +$7.89K +206 +1%
AIC
2008
Archer Investment Corporation
Indiana
$564K +$23.3K +608 +4%
RP
2009
Rice Partnership
Hawaii
$563K +$15.9K +414 +3%
BAG
2010
Bridgewealth Advisory Group
California
$562K +$1.34K +35 +0.2%
VC
2011
Vicus Capital
Pennsylvania
$558K +$75.4K +1,967 +16%
HAS
2012
HBW Advisory Services
California
$558K -$54.3K -1,418 -9%
MCC
2013
Maiden Cove Capital
Maine
$558K +$570K +14,864 New
CIA
2014
Cladis Investment Advisory
Montana
$558K -$99.6K -2,598 -16%
WA
2015
WESPAC Advisors
California
$557K -$1.84K -48 -0.3%
G
2016
GenTrust
Florida
$557K +$157K +4,087 +41%
SLG
2017
Stanley-Laman Group
Pennsylvania
$557K – – –
OCBCO
2018
Oversea-Chinese Banking Corp (OCBC)
Singapore
$557K -$2.88M -75,115 -84%
VH
2019
Visionary Horizons
Tennessee
$554K -$30.7K -802 -5%
NCFG
2020
New Century Financial Group
New Jersey
$553K +$533K +13,917 New
FWCM
2021
Ferguson Wellman Capital Management
Oregon
$553K -$45.2K -1,180 -8%
AWM
2022
Activest Wealth Management
Florida
$552K +$460K +12,006 +640%
BFA
2023
Benedict Financial Advisors
Georgia
$549K -$95.8K -2,501 -15%
AF
2024
Apexium Financial
Texas
$549K +$9.43K +246 +2%
LFP
2025
Lakeshore Financial Planning
Michigan
$547K -$33.6K -878 -6%
79 80
81
82 83