We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
2726
Kraematon Investment Advisors
Massachusetts
$395K +$1.59K +30 +0.4%
MSWMA
2727
Market Street Wealth Management Advisors
Indiana
$395K +$12.5K +236 +3%
ASG
2728
Ariston Services Group
California
$394K – – –
BP
2729
BBR Partners
New York
$394K -$62.6K -1,184 -14%
MAA
2730
Mraz Amerine & Associates
California
$394K – – –
CWM
2731
Collaborative Wealth Management
Florida
$393K +$378K +7,154 New
WAG
2732
Wallace Advisory Group
California
$393K -$207K -3,910 -35%
VAMG
2733
Voisard Asset Management Group
Michigan
$393K +$31.2K +591 +9%
SCM
2734
Sunbeam Capital Management
Georgia
$393K +$9.99K +189 +3%
RRWA
2735
Rainey & Randall Wealth Advisors
Florida
$392K +$740 +14 +0.2%
BCMLT
2736
Beacon Capital Management LLC (Tennessee)
Tennessee
$392K +$2.06K +39 +0.5%
WF
2737
WealthPoint Financial
North Carolina
$391K +$376K +7,110 New
Marex Group
2738
Marex Group
$391K -$58.5K -1,107 -13%
SCG
2739
Sonata Capital Group
Washington
$391K – – –
ACM
2740
Andina Capital Management
Utah
$390K +$3.22K +61 +0.9%
WWG
2741
West Wealth Group
California
$390K +$14.9K +281 +4%
Mill Creek Capital Advisors
2742
Mill Creek Capital Advisors
Pennsylvania
$389K -$3.7K -70 -1%
BFS
2743
BridgePort Financial Solutions
Iowa
$387K -$4.76K -90 -1%
NPFS
2744
Novak & Powell Financial Services
Florida
$387K -$4.12K -78 -1%
FB
2745
First Bancorp
Maine
$387K – – –
AAS
2746
AdviceOne Advisory Services
Connecticut
$387K -$3.12K -59 -0.8%
RFS
2747
Richardson Financial Services
Massachusetts
$387K +$30K +567 +8%
MGWM
2748
Marks Group Wealth Management
Minnesota
$386K +$49.5K +937 +15%
PCM
2749
Pennsylvania Capital Management
Pennsylvania
$386K -$10.7K -202 -3%
BFF
2750
Byrne Financial Freedom
Massachusetts
$386K -$5.13K -97 -1%