We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2001
Wescott Financial Advisory Group
Pennsylvania
$655K +$12.6K +283 +2%
AMBIA
2002
Allen Mooney & Barnes Investment Advisors
Georgia
$655K -$43K -966 -6%
SIG
2003
Sky Investment Group
Connecticut
$653K – – –
KIA
2004
Knollwood Investment Advisory
Maryland
$653K – – –
EA
2005
Everpar Advisors
Oklahoma
$652K -$57.8K -1,296 -8%
MCM
2006
MV Capital Management
Maryland
$651K +$129K +2,905 +23%
PWM
2007
PBMares Wealth Management
Virginia
$651K -$55.6K -1,247 -7%
OWA
2008
Opal Wealth Advisors
New York
$650K -$7.58K -170 -1%
WF
2009
WoodTrust Financial
Wisconsin
$648K -$51.5K -1,156 -7%
QT
2010
Quantbot Technologies
New York
$648K +$692K +15,525 New
ADMI
2011
Albert D. Mason Inc
Massachusetts
$647K -$58.2K -1,307 -8%
PW
2012
Paladin Wealth
Minnesota
$647K +$47.5K +1,066 +7%
EW
2013
Elyxium Wealth
California
$646K +$481K +10,798 +230%
FC
2014
Forte Capital
New York
$646K -$7.13K -160 -1%
EFSCE
2015
Enterprise Financial Services Corp (EFSC)
Missouri
$644K -$288K -6,457 -30%
TAP
2016
Tounjian Advisory Partners
Florida
$644K +$687K +15,424 New
CT
2017
Colonial Trust
South Carolina
$644K -$63K -1,413 -8%
PCM
2018
PAR Capital Management
Massachusetts
$638K +$682K +15,300 New
WSA
2019
Warm Springs Advisors
California
$637K -$45 -1 -0%
BPW
2020
Bingham Private Wealth
California
$637K +$58.2K +1,307 +9%
CM
2021
Capula Management
Cayman Islands
$636K +$537K +12,053 +378%
WCM
2022
Warburton Capital Management
Oklahoma
$636K +$22.1K +496 +3%
MW
2023
Maia Wealth
Colorado
$636K +$10.7K +240 +1%
SCP
2024
Sivia Capital Partners
California
$635K +$54.8K +1,230 +9%
IA
2025
Integrity Alliance
Iowa
$633K +$676K +15,176 New
79 80
81
82 83