We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Palisade Capital Management
2676
Palisade Capital Management
New Jersey
$419K +$82.4K +1,558 +26%
MWA
2677
Meridian Wealth Advisors
Texas
$418K -$3.86K -73 -1%
SNS Financial Group
2678
SNS Financial Group
Minnesota
$418K -$5.18K -98 -1%
CAL
2679
Capital Advisors Ltd
Ohio
$417K +$1.8K +34 +0.5%
BAM
2680
Bellevue Asset Management
Washington
$417K +$159 +3 +0%
PK
2681
Pflug Koory
Nebraska
$417K -$14.3K -270 -3%
WAM
2682
Worth Asset Management
Texas
$416K +$400K +7,565 New
NWM
2683
Nolet Wealth Management
Texas
$416K +$400K +7,562 New
PWM
2684
Pines Wealth Management
North Carolina
$416K -$14.3K -271 -3%
PEAK6
2685
PEAK6
Illinois
$414K -$137K -2,599 -26%
TAP
2686
TSG Advice Partners
Ohio
$414K +$397K +7,519 New
GWS
2687
Greykasell Wealth Strategies
California
$413K – – –
CCM
2688
Chickasaw Capital Management
Tennessee
$412K – – –
IP
2689
Investment Partners
Ohio
$412K -$7.61K -144 -2%
VFP
2690
Vilga Financial Planning
New Jersey
$410K +$394K +7,461 New
PWP
2691
Phillips Wealth Planners
Mississippi
$409K -$19.5K -369 -4%
DJSG
2692
D.J. St. Germain
Massachusetts
$409K +$5.82K +110 +2%
VC
2693
Veery Capital
Delaware
$409K +$264 +5 +0.1%
PCM
2694
Payne Capital Management
New York
$408K – – –
AWA
2695
Argos Wealth Advisors
California
$407K +$391K +7,402 New
CPC
2696
Consolidated Planning Corp
Georgia
$406K -$149K -2,820 -28%
WP
2697
Wealthspan Partners
Iowa
$406K +$132K +2,500 +51%
DCM
2698
DGS Capital Management
New Jersey
$406K +$125K +2,367 +47%
EMAM
2699
Encompass More Asset Management
California
$406K -$3.49K -66 -0.9%
PFA
2700
Pinnacle Family Advisors
Missouri
$405K +$7.77K +147 +2%