We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2676
Obermeyer Wealth Partners
Colorado
$412K +$74.5K +1,400 +24%
FP
2677
Financial Perspectives
Minnesota
$410K -$1.28K -24 -0.3%
FTA
2678
Financial & Tax Architects
Missouri
$409K -$26.9K -506 -7%
NRI
2679
NFP Retirement Inc
California
$409K +$57.5K +1,081 +18%
RWM
2680
Revisor Wealth Management
Ohio
$409K +$382K +7,178 New
PAG
2681
Paladin Advisory Group
Iowa
$409K – – –
TPWA
2682
Twin Peaks Wealth Advisors
California
$408K +$60.1K +1,130 +19%
LFP
2683
Lakeshore Financial Planning
Michigan
$408K – – –
BIA
2684
BHK Investment Advisors
Alabama
$408K – – –
SMA
2685
Sage Mountain Advisors
Georgia
$407K – – –
PCM
2686
Payne Capital Management
New York
$407K – – –
FAT
2687
First American Trust
California
$406K +$2.23K +42 +0.6%
FCIM
2688
Fairview Capital Investment Management
California
$406K – – –
GGS
2689
Galvin Gaustad & Stein
Arizona
$406K +$15.8K +298 +4%
B
2690
Barings
North Carolina
$405K +$104K +1,960 +38%
RRWA
2691
Rainey & Randall Wealth Advisors
Florida
$405K -$2.34K -44 -0.6%
VPW
2692
Vaquero Private Wealth
Texas
$405K +$378K +7,105 New
SCG
2693
Sonata Capital Group
Washington
$405K – – –
LJCM
2694
Lee Johnson Capital Management
Texas
$404K -$1.17K -22 -0.3%
SWM
2695
Stronghold Wealth Management
Florida
$403K +$585 +11 +0.2%
AF
2696
Aviso Financial
Ontario, Canada
$403K -$1.65M -31,024 -81%
CTI
2697
Community Trust & Investment
Kentucky
$402K – – –
PA
2698
Prairie Advisory
Kansas
$402K +$375K +7,055 New
NPFS
2699
Novak & Powell Financial Services
Florida
$401K +$160 +3 +0%
LC
2700
Lincoln Capital
Nebraska
$401K +$3.88K +73 +1%
106 107
108
109 110