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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2001
KMG Fiduciary Partners
Ohio
$582K +$3.29K +82 +0.6%
OTL
2002
Oak Thistle LLC
New York
$582K +$587K +14,655 New
QL
2003
Quarry LP
New York
$580K +$586K +14,618 New
SFC
2004
SYM Financial Corp
Indiana
$580K +$35.1K +877 +6%
ALC
2005
Alexander Labrunerie & Co
Missouri
$578K – – –
OAM
2006
Oxford Asset Management
United Kingdom
$575K +$581K +14,501 New
TIA
2007
Tiemann Investment Advisors
California
$574K – – –
AWAP
2008
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$572K -$50.8K -1,267 -8%
BMCM
2009
Black Maple Capital Management
Wisconsin
$571K +$577K +14,400 New
CF
2010
Clarity Financial
Texas
$571K +$260K +6,495 +82%
LF
2011
Lantz Financial
Illinois
$571K +$7.29K +182 +1%
VCP
2012
Verus Capital Partners
Arizona
$570K -$113K -2,814 -16%
LGW
2013
Leslie Global Wealth
Illinois
$570K +$575K +14,356 New
FMN
2014
Financial Management Network
California
$569K -$1.92K -48 -0.3%
PBF
2015
Petix & Botte Financial
California
$569K – – –
TFA
2016
Transamerica Financial Advisors
Florida
$568K +$573K +14,291 New
WA
2017
Wambolt & Associates
Colorado
$567K -$22.3K -556 -4%
BDFN
2018
Bond & Devick Financial Network
Minnesota
$565K -$9.14K -228 -2%
DWM
2019
Defined Wealth Management
Oregon
$565K -$4.25K -106 -0.7%
TWP
2020
Tyche Wealth Partners
Texas
$565K -$49.7K -1,241 -8%
AIC
2021
Archer Investment Corporation
Indiana
$563K +$200 +5 +0%
MSR
2022
Main Street Research
Connecticut
$563K -$239K -5,968 -30%
VDI
2023
Vaughan David Investments
Illinois
$561K -$77.8K -1,940 -12%
CWA
2024
Canvas Wealth Advisors
Kansas
$561K -$31.9K -797 -5%
SCP
2025
Sivia Capital Partners
California
$560K -$15.8K -395 -3%
79 80
81
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