We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2001
Cascades Capital Asset Management
North Carolina
$948K -$35.9K -680 -4%
OWM
2002
OneAscent Wealth Management
Alabama
$948K -$19.1K -362 -2%
AFPL
2003
Advus Financial Partners, LLC
Florida
$947K -$67.9K -1,284 -7%
PCMNC
2004
Piedmont Capital Management (North Carolina)
North Carolina
$947K +$910K +17,219 New
AIM
2005
Acropolis Investment Management
Missouri
$946K -$105K -1,992 -10%
SN
2006
Sittner & Nelson
Oregon
$946K +$7.45K +141 +0.8%
SWM
2007
SHP Wealth Management
Massachusetts
$946K +$909K +17,195 New
WCA
2008
Westover Capital Advisors
Delaware
$945K -$3.7K -70 -0.4%
1WA
2009
180 Wealth Advisors
Washington
$945K +$25.1K +475 +3%
NWWA
2010
New Wave Wealth Advisors
Arkansas
$943K +$26.5K +502 +3%
CPSC
2011
Carl P. Sherr & Co
Massachusetts
$940K -$13.5K -255 -1%
RFN
2012
RDA Financial Network
Iowa
$938K +$13.1K +247 +1%
LIM
2013
Lathrop Investment Management
Arkansas
$935K -$3.17K -60 -0.4%
ACM
2014
Alessandra Capital Management
California
$935K +$899K +17,000 New
CC
2015
Chicago Capital
Illinois
$933K -$15.4K -292 -2%
AWM
2016
Athena Wealth Management
Nevada
$933K +$897K +16,964 New
CIR
2017
Clear Investment Research
Georgia
$932K -$13.8K -262 -2%
LWM
2018
LongView Wealth Management
Georgia
$931K +$317K +5,990 +55%
HCM
2019
Hall Capital Management
Rhode Island
$930K -$45.9K -869 -5%
MCM
2020
MV Capital Management
Maryland
$929K +$69.3K +1,311 +8%
DDPIC
2021
Deroy & Devereaux Private Investment Counsel
Michigan
$928K – – –
OWA
2022
One Wealth Advisors
California
$928K – – –
VCAM
2023
Van Cleef Asset Management
Ohio
$927K +$21.1K +400 +2%
WC
2024
Westerkirk Capital
$927K +$891K +16,860 New
CIA
2025
Caerus Investment Advisors
Texas
$925K +$88.1K +1,667 +11%
79 80
81
82 83