We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2726
Financial Connections Group
California
$124K +$4.84K +141 +5%
FSWA
2727
Financial Synergies Wealth Advisors
Texas
$122K +$108K +3,157 +4,857%
C
2728
Covestor
United Kingdom
$122K -$104K -3,040 -49%
CH
2729
Canton Hathaway
Rhode Island
$122K – – –
BFPW
2730
BOK Financial Private Wealth
Colorado
$121K – – –
RTC
2731
Riverview Trust Company
Washington
$120K +$109K +3,165 New
PCWA
2732
Pacific Capital Wealth Advisors
California
$120K -$58.2K -1,696 -35%
RDIA
2733
RE Dickinson Investment Advisors
Iowa
$119K – – –
IFAM
2734
Institutional & Family Asset Management
Colorado
$118K -$2.85K -83 -3%
DWA
2735
Dougherty Wealth Advisers
Minnesota
$116K – – –
GCM
2736
Gladius Capital Management
Illinois
$114K +$104K +3,018 New
DPW
2737
DiNuzzo Private Wealth
Pennsylvania
$112K -$5.15K -150 -5%
CHA
2738
Carmichael Hill & Associates
Maryland
$108K -$27.4K -798 -22%
CAM
2739
Costello Asset Management
Pennsylvania
$108K – – –
T
2740
Tidemark
California
$108K +$206 +6 +0.2%
AT
2741
Avalon Trust
New Mexico
$104K -$5.08K -148 -5%
TIM
2742
Tortoise Investment Management
New York
$103K -$4.12K -120 -4%
SWC
2743
Spectrum Wealth Counsel
Indiana
$102K -$77.4K -2,254 -45%
SA
2744
SRH Advisors
Kansas
$102K – – –
S
2745
Sachetta
Massachusetts
$100K – – –
AW
2746
Avion Wealth
Texas
$100K -$1.2K -35 -1%
ACM
2747
Adalta Capital Management
New York
$98.6K -$17.2K -500 -16%
RAM
2748
Riggs Asset Management
Pennsylvania
$98.4K +$687 +20 +0.8%
GA
2749
GoalVest Advisory
New York
$92.4K +$2.75K +80 +3%
CWM
2750
CarsonAllaria Wealth Management
Illinois
$91.2K +$69 +2 +0.1%
108 109
110
111 112