We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2726
Gibson Wealth Advisors
Texas
$24K +$24.6K +541 New
IPW
2727
IronBridge Private Wealth
Texas
$23K – – –
CYG
2728
Clean Yield Group
Vermont
$23K +$1.05K +23 +5%
CB
2729
CNB Bank
Pennsylvania
$21K +$8.11K +178 +62%
HF
2730
Halpern Financial
Virginia
$20.3K – – –
BA
2731
Bellwether Advisors
Nebraska
$19K – – –
AHIA
2732
Andrew Hill Investment Advisors
Florida
$19K +$20.3K +445 New
PFA
2733
Professional Financial Advisors
Nebraska
$17K – – –
CWM
2734
CarsonAllaria Wealth Management
Illinois
$17K +$17.6K +387 New
NOI
2735
Newton One Investments
Delaware
$16K -$16.2K -356 -50%
CAM
2736
ClariVest Asset Management
California
$16K -$592 -13 -3%
AWMS
2737
Advocacy Wealth Management Services
Georgia
$16K – – –
MS
2738
Mizuho Securities
Japan
$16K – – –
PPWM
2739
PFG Private Wealth Management
Florida
$16K +$4.46K +98 +38%
GC
2740
Gould Capital
Washington
$16K +$15.9K +350 New
ACK
2741
Andrew C. Karlinski
$16K +$16.3K +357 New
SAM
2742
Strategic Asset Management
Minnesota
$15K +$6.7K +147 +78%
ICM
2743
Islay Capital Management
Texas
$13K +$13K +285 New
CWM
2744
Cedar Wealth Management
California
$12K +$4.56K +100 +61%
LD
2745
Lipe & Dalton
New York
$12K +$12.7K +278 New
BBHC
2746
Brown Brothers Harriman & Co
New York
$11.2K +$44.4K +974 +0.4%
AA
2747
AlphaMark Advisors
Kentucky
$10K – – –
DWMG
2748
DB Wealth Management Group
California
$10K – – –
CFRPA
2749
Castle Financial & Retirement Planning Associates
New Jersey
$10K +$9.66K +212 New
MBFW
2750
Morton Brown Family Wealth
Pennsylvania
$10K +$10K +220 New
108 109
110
111 112