We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EL
2526
EWA LLC
Pennsylvania
$385K +$60.6K +1,440 +22%
LFG
2527
Lockerman Financial Group
California
$384K +$1.77K +42 +0.5%
IWS
2528
Insight Wealth Strategies
California
$383K +$4.71K +112 +1%
SHFA
2529
SC&H Financial Advisors
Maryland
$382K – – –
SWM
2530
Sendero Wealth Management
Texas
$382K -$43.6K -1,036 -11%
EMAM
2531
Encompass More Asset Management
California
$382K -$28.6K -681 -8%
RP
2532
Rice Partnership
Hawaii
$382K -$9K -214 -3%
FA
2533
Financial Advisors
Massachusetts
$381K – – –
BBW
2534
Blue Barn Wealth
Utah
$381K +$18.4K +437 +6%
BP
2535
BBR Partners
New York
$381K -$2.27K -54 -0.7%
CA
2536
Cache Advisors
California
$380K – – –
UBV
2537
United Bank (Virginia)
Virginia
$380K -$3.87K -92 -1%
SMH
2538
Sanders Morris Harris
Texas
$380K – – –
AFA
2539
AA Financial Advisors
Ohio
$380K +$337K +8,020 New
WSCM
2540
Wellington Shields Capital Management
New York
$379K -$2.82K -67 -0.8%
SFWC
2541
Strategic Family Wealth Counselors
New Jersey
$378K -$11.8K -281 -3%
BWA
2542
Bordeaux Wealth Advisors
California
$378K -$28.6K -681 -8%
HCA
2543
Heck Capital Advisors
Wisconsin
$378K +$336K +7,980 New
CTI
2544
Community Trust & Investment
Kentucky
$377K +$11.1K +265 +3%
HA
2545
HC Advisors
Georgia
$377K -$71.8K -1,707 -18%
SIA
2546
SGL Investment Advisors
Montana
$377K +$34K +807 +11%
TWM
2547
TriaGen Wealth Management
California
$377K +$10.9K +260 +3%
CWIG
2548
Chung Wu Investment Group
Texas
$376K – – –
VC
2549
Veracity Capital
Georgia
$376K -$70.9K -1,686 -18%
AT
2550
American Trust
Kentucky
$376K +$130K +3,099 +64%