We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2676
Bellevue Asset Management
Washington
$417K +$159 +3 +0%
PK
2677
Pflug Koory
Nebraska
$417K -$14.3K -270 -3%
WAM
2678
Worth Asset Management
Texas
$416K +$400K +7,565 New
NWM
2679
Nolet Wealth Management
Texas
$416K +$400K +7,562 New
PWM
2680
Pines Wealth Management
North Carolina
$416K -$14.3K -271 -3%
PEAK6
2681
PEAK6
Illinois
$414K -$137K -2,599 -26%
TAP
2682
TSG Advice Partners
Ohio
$414K +$397K +7,519 New
GWS
2683
Greykasell Wealth Strategies
California
$413K
CCM
2684
Chickasaw Capital Management
Tennessee
$412K
IP
2685
Investment Partners
Ohio
$412K -$7.61K -144 -2%
VFP
2686
Vilga Financial Planning
New Jersey
$410K +$394K +7,461 New
PWP
2687
Phillips Wealth Planners
Mississippi
$409K -$19.5K -369 -4%
DJSG
2688
D.J. St. Germain
Massachusetts
$409K +$5.82K +110 +2%
VC
2689
Veery Capital
Delaware
$409K +$264 +5 +0.1%
PCM
2690
Payne Capital Management
New York
$408K
AWA
2691
Argos Wealth Advisors
California
$407K +$391K +7,402 New
CPC
2692
Consolidated Planning Corp
Georgia
$406K -$149K -2,820 -28%
WP
2693
Wealthspan Partners
Iowa
$406K +$132K +2,500 +51%
DCM
2694
DGS Capital Management
New Jersey
$406K +$125K +2,367 +47%
EMAM
2695
Encompass More Asset Management
California
$406K -$3.49K -66 -0.9%
PFA
2696
Pinnacle Family Advisors
Missouri
$405K +$7.77K +147 +2%
FC
2697
Fairscale Capital
New Hampshire
$405K
SHFA
2698
SC&H Financial Advisors
Maryland
$404K +$11K +208 +3%
VCP
2699
Verus Capital Partners
Arizona
$403K +$57.9K +1,095 +18%
HPM
2700
Hoxton Planning & Management
West Virginia
$403K +$17.6K +332 +5%