We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2476
CVA Family Office
Colorado
$412K -$9.47K -225 -3%
VC
2477
Vicus Capital
Pennsylvania
$412K +$1.18K +28 +0.3%
FWM
2478
FMB Wealth Management
California
$411K +$42 +1 +0%
RYIA
2479
Roehl & Yi Investment Advisors
Oregon
$411K -$6.35K -151 -2%
AWM
2480
Allen Wealth Management
North Carolina
$410K -$10.1K -240 -3%
TT
2481
TI-Trust
Illinois
$409K – – –
PA
2482
Perennial Advisors
New York
$409K – – –
CWA
2483
Consilio Wealth Advisors
Washington
$409K -$5.68K -135 -2%
FF
2484
Francis Financial
$408K +$28.8K +685 +9%
CCP
2485
Clarity Capital Partners
California
$408K -$2.52K -60 -0.7%
MFGP
2486
Marshall Financial Group (Pennsylvania)
Pennsylvania
$407K +$1.89K +45 +0.5%
CAS
2487
CTC Alternative Strategies
Illinois
$407K +$109K +2,600 +43%
RBC
2488
Romano Brothers & Co
Illinois
$407K -$38.2K -909 -10%
TSMHT
2489
Thurston Springer Miller Herd & Titak
Indiana
$406K -$33.7K -802 -9%
SWM
2490
Segment Wealth Management
Texas
$405K +$7.28K +173 +2%
BI
2491
Ballast Inc
Kentucky
$405K -$1.36M -32,222 -79%
HCM
2492
Hengehold Capital Management
Ohio
$405K +$24.6K +584 +7%
BFA
2493
Beacon Financial Advisory
Ohio
$405K +$41.6K +988 +13%
NFG
2494
Nadler Financial Group
Illinois
$403K +$42 +1 +0%
AG
2495
AmeriFlex Group
Nevada
$402K -$48.2K -1,145 -12%
TFA
2496
Transamerica Financial Advisors
Florida
$399K -$22.5K -535 -6%
SWA
2497
SFMG Wealth Advisors
Texas
$398K -$97K -2,305 -22%
TW
2498
Traveka Wealth
California
$398K -$162K -3,851 -31%
BWA
2499
Blodgett Wealth Advisors
California
$398K -$29.7K -706 -8%
APWA
2500
Atlas Private Wealth Advisors
New Jersey
$397K -$13.6K -324 -4%
98 99
100
101 102