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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Destination Wealth Management
California
$741K +$75.1K +1,786 +13%
KIA
2002
Knollwood Investment Advisory
Maryland
$740K – – –
BOS
2003
Bank of Stockton
California
$737K -$48.5K -1,152 -7%
HI
2004
Humankind Investments
New York
$737K -$113K -2,685 -15%
PW
2005
Paladin Wealth
Minnesota
$736K +$2.65K +63 +0.4%
UCB
2006
United Community Bank
South Carolina
$736K -$27.5K -653 -4%
SWRP
2007
Summit Wealth & Retirement Planning
California
$735K -$40K -951 -6%
LJAC
2008
L.J. Altfest & Co
New York
$735K -$71.3K -1,694 -10%
FC
2009
Forte Capital
New York
$733K – – –
HL
2010
HeadInvest LLC
Maine
$732K -$173K -4,116 -21%
PCA
2011
Prosperity Capital Advisors
Ohio
$732K +$110K +2,612 +20%
BAM
2012
Blueshift Asset Management
New Jersey
$730K +$444K +10,545 +216%
ADMI
2013
Albert D. Mason Inc
Massachusetts
$730K -$3.41K -81 -0.5%
WF
2014
Whelan Financial
California
$728K +$169K +4,007 +35%
BCM
2015
Boreal Capital Management
Florida
$728K +$648K +15,393 New
MCM
2016
MV Capital Management
Maryland
$726K -$11.4K -272 -2%
WFAG
2017
Wescott Financial Advisory Group
Pennsylvania
$725K -$16.2K -384 -2%
WSA
2018
Warm Springs Advisors
California
$722K – – –
BWM
2019
Blossom Wealth Management
California
$722K +$23.8K +565 +4%
LF
2020
Lantz Financial
Illinois
$719K +$20.8K +494 +3%
SAA
2021
Southeast Asset Advisors
Georgia
$717K +$126 +3 +0%
CL
2022
CSS LLC
Illinois
$717K -$95.9K -2,280 -13%
GFA
2023
Gifford Fong Associates
California
$717K – – –
SIC
2024
Shoker Investment Counsel
Ohio
$716K -$673 -16 -0.1%
AF
2025
Apexium Financial
Texas
$716K +$51.2K +1,217 +9%
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