We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
2626
Sonata Capital Group
Washington
$366K – – –
AAS
2627
AdviceOne Advisory Services
Connecticut
$366K +$49 +1 +0%
WWM
2628
Wolff Wiese Magana
California
$366K +$10.1K +208 +3%
SAM
2629
Strategy Asset Managers
California
$365K -$1.9K -39 -0.5%
NPT
2630
National Philanthropic Trust
Pennsylvania
$364K +$57.7K +1,183 +20%
OWA
2631
ORBA Wealth Advisors
Illinois
$364K – – –
LAM
2632
LECAP Asset Management
United Kingdom
$364K +$344K +7,047 New
FB
2633
First Bancorp
Maine
$363K +$43.9K +900 +15%
ACM
2634
Andina Capital Management
Utah
$363K +$16.7K +342 +5%
CWG
2635
Crown Wealth Group
North Carolina
$362K +$4.93K +101 +1%
HPM
2636
Hoxton Planning & Management
West Virginia
$360K -$6.29K -129 -2%
CICC
2637
Capital Investment Counsel (Colorado)
Colorado
$360K – – –
BWA
2638
Burt Wealth Advisors
Maryland
$359K – – –
RWM
2639
RKL Wealth Management
Pennsylvania
$359K -$927 -19 -0.3%
SCM
2640
Sunbeam Capital Management
Georgia
$358K +$23K +471 +7%
WAL
2641
W Advisors LLC
Tennessee
$358K +$10.9K +224 +3%
TWM
2642
Topsail Wealth Management
North Carolina
$358K +$37.8K +775 +13%
MSWMA
2643
Market Street Wealth Management Advisors
Indiana
$358K +$976 +20 +0.3%
GAA
2644
Global Assets Advisory
Florida
$358K +$39K +800 +13%
EC
2645
EdgeRock Capital
Colorado
$357K -$9.56K -196 -3%
CFG
2646
Carter Financial Group
Illinois
$357K -$2.39K -49 -0.7%
FBC
2647
Fairfield, Bush & Co
Connecticut
$357K – – –
LEA
2648
Legacy Edge Advisors
New York
$356K +$29.3K +600 +10%
GGS
2649
Galvin Gaustad & Stein
Arizona
$356K +$3.32K +68 +1%
NWM
2650
Northwest Wealth Management
Iowa
$356K +$8.63K +177 +3%
104 105
106
107 108