We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2526
Winch Advisory Services
Wisconsin
$47K -$324 -9 -0.6%
WPWM
2527
Western Pacific Wealth Management
Illinois
$47K – – –
LPWM
2528
Lake Point Wealth Management
Texas
$47K +$2.2K +61 +4%
FRA
2529
Front Row Advisors
California
$47K +$25.2K +700 +85%
MSFP
2530
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
BAM
2531
Byrne Asset Management
New Jersey
$45K -$28.8K -800 -36%
OC
2532
Oakmont Corp
California
$45K – – –
SC
2533
Schubert & Co
Texas
$44K +$6.77K +188 +15%
RBC
2534
Roble Belko & Company
Pennsylvania
$42K -$684 -19 -1%
AIP
2535
Ahrens Investment Partners
Louisiana
$42K – – –
ACM
2536
AUA Capital Management
Pennsylvania
$42K – – –
PO
2537
Private Ocean
California
$41K – – –
NC
2538
NewSquare Capital
Pennsylvania
$41K +$14.4K +400 +44%
RWM
2539
Raffa Wealth Management
District of Columbia
$40.1K – – –
VLKIM
2540
Van Lanschot Kempen Investment Management
Netherlands
$39K – – –
TLCM
2541
Twin Lakes Capital Management
California
$39K +$216 +6 +0.5%
OPW
2542
Oxler Private Wealth
New York
$38.5K +$44.5K +1,236 New
SA
2543
SRH Advisors
Kansas
$38K -$10.8K -300 -20%
IFAM
2544
Institutional & Family Asset Management
Colorado
$38K -$10.4K -289 -19%
TIM
2545
Tortoise Investment Management
New York
$38K – – –
DWA
2546
Delos Wealth Advisors
Texas
$38K +$36 +1 +0.1%
PP
2547
PrairieView Partners
Minnesota
$38K +$18K +500 +69%
CAL
2548
Capital Advisors Ltd
Ohio
$35K -$4.03K -112 -9%
RDIA
2549
RE Dickinson Investment Advisors
Iowa
$35K -$4.03K -112 -9%
MS
2550
Marshall & Sullivan
Washington
$35K +$40.8K +1,133 New
100 101
102
103 104