We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2001
Tompkins Financial
New York
$780K +$405K +8,300 +122%
SIC
2002
Shoker Investment Counsel
Ohio
$780K -$829 -17 -0.1%
ST
2003
Spinnaker Trust
Maine
$780K – – –
EFSCE
2004
Enterprise Financial Services Corp (EFSC)
Missouri
$779K -$50K -1,025 -6%
BMC
2005
Benin Management Corp
Connecticut
$777K -$976 -20 -0.1%
PW
2006
Paladin Wealth
Minnesota
$777K -$23.9K -490 -3%
TCOT
2007
Trust Company of Toledo
Ohio
$777K +$48.8K +1,000 +7%
FAG
2008
Fortitude Advisory Group
Washington
$777K +$10.8K +221 +1%
ANBT
2009
American National Bank & Trust
Texas
$776K -$590K -12,100 -45%
AFG
2010
Altiora Financial Group
Ohio
$774K – – –
SGDR
2011
SPX Gestao de Recursos
Brazil
$774K -$2.93M -60,000 -80%
HAM
2012
Hedges Asset Management
Nevada
$774K – – –
UM
2013
Ulysses Management
New York
$774K +$732K +15,000 New
SAA
2014
Southeast Asset Advisors
Georgia
$772K -$9.12K -187 -1%
GKWIM
2015
Gerber Kawasaki Wealth & Investment Management
California
$770K +$56.5K +1,158 +8%
VT
2016
Volterra Technologies
New York
$770K +$728K +14,922 New
CRWM
2017
Castle Rock Wealth Management
California
$769K +$65.8K +1,349 +10%
CWMK
2018
Caliber Wealth Management (Kansas)
Kansas
$769K -$136K -2,787 -16%
FFG
2019
Frisch Financial Group
New York
$765K +$14.1K +290 +2%
TIA
2020
Tiemann Investment Advisors
California
$765K -$13.4K -275 -2%
HL
2021
HeadInvest LLC
Maine
$764K -$31.7K -650 -4%
PP
2022
Patron Partners
Texas
$764K +$68.9K +1,412 +11%
JWM
2023
JGP Wealth Management
Oregon
$763K +$124K +2,538 +20%
WFA
2024
Wellspring Financial Advisors
Ohio
$760K -$182K -3,735 -20%
RWP
2025
Revolve Wealth Partners
New Jersey
$760K +$53.6K +1,098 +8%
79 80
81
82 83