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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
2001
Farmers Trust Company
Ohio
$707K -$7.21K -164 -1%
TWA
2002
TCI Wealth Advisors
Arizona
$706K -$16.7K -380 -2%
SIM
2003
Sentry Investment Management
Wisconsin
$705K -$742K -16,863 -51%
BCA
2004
Bay Colony Advisors
Massachusetts
$704K -$30.4K -690 -4%
APW
2005
Austin Private Wealth
Texas
$703K +$217K +4,933 +45%
SFC
2006
SYM Financial Corp
Indiana
$703K +$60.7K +1,379 +9%
GC
2007
Gilbert & Cook
Iowa
$702K +$1.23K +28 +0.2%
CWM
2008
C2C Wealth Management
Arizona
$702K +$2.64K +60 +0.4%
ICP
2009
Interchange Capital Partners
Pennsylvania
$701K -$33.3K -756 -5%
LIM
2010
Leavell Investment Management
Alabama
$701K +$191K +4,342 +37%
ABLA
2011
Alan B. Lancz & Associates
Ohio
$700K -$26.4K -600 -4%
KAM
2012
Kazazian Asset Management
Florida
$698K +$699K +15,879 New
GPI
2013
General Partner Inc
Pennsylvania
$697K – – –
AWP
2014
Ascent Wealth Partners
New York
$697K -$9.11K -207 -1%
ZIG
2015
Zullo Investment Group
Pennsylvania
$697K -$1.41K -32 -0.2%
ZIG
2016
Zuckerman Investment Group
Illinois
$696K -$17.6K -401 -3%
FAG
2017
Fortitude Advisory Group
Washington
$693K -$13.6K -310 -2%
PWAC
2018
Private Wealth Advisors (California)
California
$692K +$880 +20 +0.1%
OWA
2019
Opal Wealth Advisors
New York
$692K +$20.6K +468 +3%
HCMG
2020
Howard Capital Management Group
California
$692K -$171K -3,890 -20%
BFA
2021
Benedict Financial Advisors
Georgia
$691K +$170K +3,868 +33%
LCG
2022
Lakeshore Capital Group
Illinois
$691K +$691K +15,717 New
HIC
2023
Harvey Investment Company
Kentucky
$689K – – –
SIG
2024
Sky Investment Group
Connecticut
$688K – – –
FC
2025
Forte Capital
New York
$688K -$44 -1 -0%
79 80
81
82 83