We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2601
Annapolis Financial Services
Maryland
$221K -$82.1K -2,392 -29%
AG
2602
Algert Global
California
$221K -$195K -5,667 -49%
PCM
2603
Passive Capital Management
Maryland
$220K +$199K +5,810 New
MAA
2604
Mraz Amerine & Associates
California
$220K +$199K +5,805 New
SAMC
2605
Spectrum Asset Management (California)
California
$220K +$199K +5,797 New
PCFFS
2606
Pacific Center for Financial Services
California
$219K -$13.9K -405 -7%
SFG
2607
Sunburst Financial Group
Alabama
$219K -$7.62K -222 -4%
Financial Engines Advisors
2608
Financial Engines Advisors
California
$218K +$198K +5,757 New
AFA
2609
American Financial Advisors
Georgia
$218K -$140K -4,075 -42%
CWP
2610
Core Wealth Partners
California
$217K +$197K +5,728 New
BWM
2611
BlackDiamond Wealth Management
New York
$217K -$35.7K -1,041 -15%
FWA
2612
FSM Wealth Advisors
Ohio
$216K +$196K +5,706 New
BOSSRA
2613
B.O.S.S. Retirement Advisors
Utah
$216K -$118K -3,445 -35%
FA
2614
Fermata Advisors
California
$216K -$27.6K -805 -12%
BCMLT
2615
Beacon Capital Management LLC (Tennessee)
Tennessee
$216K -$14.7K -427 -7%
LF
2616
Lee Financial
Texas
$216K
SWM
2617
Segment Wealth Management
Texas
$215K +$195K +5,681 New
TC
2618
Trilogy Capital
California
$214K +$194K +5,646 New
SFC
2619
Swisher Financial Concepts
Ohio
$214K -$16.9K -493 -8%
CM
2620
Capula Management
Cayman Islands
$214K +$194K +5,643 New
FFWM
2621
Future Financial Wealth Management
Ohio
$214K -$34K -990 -15%
SAW
2622
Signal Advisors Wealth
Michigan
$214K +$194K +5,640 New
TWM
2623
Tanager Wealth Management
United Kingdom
$214K +$193K +5,636 New
TFO
2624
Tarbox Family Office
California
$214K +$193K +5,635 New
WWC
2625
Waypoint Wealth Counsel
Georgia
$213K +$193K +5,621 New