We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2626
Cherry Tree Wealth Management
Minnesota
$6.2K +$6.16K +216 New
HB
2627
Horizon Bancorp
Indiana
$6K – – –
AWM
2628
Ameliora Wealth Management
Switzerland
$5.94K -$22.8K -800 -79%
FWA
2629
FSC Wealth Advisors
New York
$5.74K – – –
CCMI
2630
Creative Capital Management Investments
California
$5.68K – – –
PS
2631
PayPay Securities
Japan
$5.51K -$656 -23 -11%
MCM
2632
McMillion Capital Management
North Carolina
$5.45K +$5.42K +190 New
SC
2633
Steph & Co
Wisconsin
$4.85K – – –
HWM
2634
HighMark Wealth Management
Minnesota
$4.82K +$1.03K +36 +27%
CWM
2635
Cedar Wealth Management
California
$4.45K – – –
IA
2636
IFS Advisors
Kansas
$4.23K – – –
CMA
2637
Cedar Mountain Advisors
Oregon
$3.93K – – –
2L
2638
25 LLC
Missouri
$3.23K +$514 +18 +20%
DCBT
2639
Dakota Community Bank & Trust
North Dakota
$3.01K +$3K +105 New
NBT
2640
Northwest Bank & Trust
Iowa
$2.87K +$2.85K +100 New
PPWM
2641
PFG Private Wealth Management
Florida
$2.8K -$7.42K -260 -73%
GWMI
2642
Guardian Wealth Management (Illinois)
Illinois
$2.73K – – –
LG
2643
LAM Group
Oregon
$2.47K – – –
CWA
2644
Carolina Wealth Advisors
South Carolina
$2.01K +$713 +25 +56%
UFF
2645
USA Financial Formulas
Michigan
$1.92K – – –
IHWM
2646
Iron Horse Wealth Management
Iowa
$1.45K – – –
PFG
2647
Piershale Financial Group
Illinois
$1.42K – – –
RF
2648
Robinswood Financial
Washington
$1K +$999 +35 New
JMPWA
2649
JP Morgan Private Wealth Advisors
California
– -$216M -7,535,096 Closed
FFH
2650
Fairfax Financial Holdings
Ontario, Canada
– -$97.2M -3,402,000 Closed
104 105
106
107 108