We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2601
SRH Advisors
Kansas
$60K +$20.1K +584 +47%
CT
2602
Clearstead Trust
Maine
$55K +$69 +2 +0.1%
GJIA
2603
Glass Jacobson Investment Advisors
Maryland
$53.8K +$55.9K +1,624 New
EP
2604
Elkhorn Partners
Nebraska
$53K -$68.9K -2,000 -56%
FRA
2605
Front Row Advisors
California
$53K +$5.06K +147 +10%
HWM
2606
Horizons Wealth Management
North Carolina
$52K – – –
MUMSS
2607
Mitsubishi UFJ Morgan Stanley Securities
Japan
$50K +$19.6K +570 +61%
VWM
2608
Valley Wealth Managers
New Jersey
$49.7K -$138K -4,000 -73%
GA
2609
GoalVest Advisory
New York
$48.8K – – –
SC
2610
Schubert & Co
Texas
$48.5K +$654 +19 +1%
HS
2611
Horan Securities
United States
$48K +$12.4K +359 +33%
OC
2612
Oakmont Corp
California
$48K – – –
KI
2613
Kapitalo Investimentos
Brazil
$47.8K +$49.7K +1,442 New
WAS
2614
Winch Advisory Services
Wisconsin
$46K +$310 +9 +0.7%
ACM
2615
AUA Capital Management
Pennsylvania
$44.3K – – –
QL
2616
Quarry LP
New York
$44K +$45.8K +1,329 New
DWA
2617
Delos Wealth Advisors
Texas
$43.4K – – –
MSFP
2618
Mark Sheptoff Financial Planning
Connecticut
$43.1K – – –
KIG
2619
Kessler Investment Group
Indiana
$43K -$11.4M -331,349 -100%
RBC
2620
Roble Belko & Company
Pennsylvania
$43K – – –
HWMA
2621
Heritage Wealth Management (Arizona)
Arizona
$42.9K +$16.3K +474 +58%
BAM
2622
Byrne Asset Management
New Jersey
$41.7K +$964 +28 +2%
TLCM
2623
Twin Lakes Capital Management
California
$41.7K +$241 +7 +0.6%
PPWM
2624
PFG Private Wealth Management
Florida
$41K +$30.8K +894 +250%
RWM
2625
Raffa Wealth Management
District of Columbia
$40.1K +$896 +26 +2%
103 104
105
106 107