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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Forza Wealth Management
Florida
$786K -$7.33K -142 -0.9%
TFIPS
2002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$785K -$82K -1,590 -9%
RFN
2003
RDA Financial Network
Iowa
$785K -$48.9K -947 -6%
AIM
2004
Acropolis Investment Management
Missouri
$785K -$57.2K -1,108 -6%
PPA
2005
Pacific Point Advisors
California
$784K +$2.84K +55 +0.3%
HFS
2006
Howard Financial Services
Texas
$782K +$344K +6,665 +71%
WJS
2007
William John Sempolinski
Massachusetts
$781K +$145K +2,809 +21%
CWM
2008
C2C Wealth Management
Arizona
$781K +$361 +7 +0%
PG
2009
Proffitt & Goodson
Tennessee
$779K -$20.4K -396 -2%
LCG
2010
Lakeshore Capital Group
Illinois
$779K +$13.2K +255 +2%
ZIG
2011
Zullo Investment Group
Pennsylvania
$778K +$2.94K +57 +0.4%
TFA
2012
Toth Financial Advisory
Virginia
$778K -$792K -15,340 -49%
CFO
2013
Cambient Family Office
Michigan
$775K +$31.2K +605 +4%
DACS
2014
Dymon Asia Capital (Singapore)
Singapore
$774K -$1.18M -22,774 -59%
ME
2015
McIlrath & Eck
Washington
$774K -$774 -15 -0.1%
CCA
2016
Coign Capital Advisors
Utah
$772K +$10.5K +203 +1%
MW
2017
Maia Wealth
Colorado
$771K -$7.59K -147 -0.9%
OPTFSNA
2018
Old Point Trust & Financial Services N A
Virginia
$770K – – –
SCA
2019
Sippican Capital Advisors
Massachusetts
$770K -$487K -9,444 -37%
RWB
2020
RMR Wealth Builders
New Jersey
$769K -$91.3K -1,770 -10%
PWAC
2021
Private Wealth Advisors (California)
California
$768K +$1.03K +20 +0.1%
HCMG
2022
Howard Capital Management Group
California
$768K – – –
DAM
2023
Delta Asset Management
Tennessee
$767K -$31.7K -614 -4%
FWM
2024
Finer Wealth Management
Massachusetts
$764K -$34.7K -672 -4%
HP
2025
Havemeyer Place
Connecticut
$764K +$809K +15,678 New
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81
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