We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2501
Wealthstream Advisors
New York
$230K +$235K +5,160 New
FRM
2502
Fox Run Management
Connecticut
$230K +$235K +5,164 New
DAL
2503
Delta Accumulation LLC
California
$230K +$236K +5,176 New
W
2504
WealthOne
New York
$229K -$34.9K -765 -13%
RIM
2505
Rockbridge Investment Management
New York
$229K -$5.33K -117 -2%
MIM
2506
Merrion Investment Management
New Jersey
$229K – – –
RI
2507
Ridgewood Investments
New Jersey
$229K – – –
BWA
2508
Bordeaux Wealth Advisors
California
$229K +$234K +5,138 New
HAS
2509
Holland Advisory Services
Florida
$229K +$234K +5,142 New
WH
2510
Willner & Heller
California
$229K +$246K +5,402 New
CGA
2511
Crescent Grove Advisors
Illinois
$228K – – –
MLFP
2512
MPS Loria Financial Planners
Illinois
$228K +$456 +10 +0.2%
CIAS
2513
CFS Investment Advisory Services
New Jersey
$228K +$5.74K +126 +3%
WAM
2514
Walker Asset Management
Missouri
$228K +$234K +5,126 New
RCA
2515
Resonant Capital Advisors
Wisconsin
$228K +$234K +5,127 New
AA
2516
AF Advisors
California
$227K – – –
HAC
2517
Harbor Advisory Corp
New Hampshire
$227K – – –
THWM
2518
Taylor Hoffman Wealth Management
Virginia
$227K – – –
TPW
2519
Tiller Private Wealth
Pennsylvania
$227K – – –
SWM
2520
Stockman Wealth Management
Montana
$227K +$6.2K +136 +3%
CI
2521
Ceera Investments
Texas
$226K – – –
SDH
2522
Sloy Dahl & Holst
Washington
$225K – – –
FB
2523
First Bancorp
Maine
$225K +$8.2K +180 +4%
JF
2524
JSF Financial
California
$224K -$56.3K -1,236 -20%
HA
2525
Harfst & Associates
Wyoming
$224K +$2.41K +53 +1%
99 100
101
102 103