We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
2751
Capital Investment Counsel (Colorado)
Colorado
$382K – – –
MCM
2752
Morton Capital Management
California
$382K +$16K +300 +5%
CCM
2753
Condor Capital Management
New Jersey
$382K +$45K +846 +14%
RMP
2754
Richards, Merrill & Peterson
Washington
$382K -$129K -2,431 -27%
SHFA
2755
SC&H Financial Advisors
Maryland
$382K -$10.5K -198 -3%
ATWA
2756
Arbor Trust Wealth Advisors
Michigan
$380K -$33.2K -625 -9%
CWA
2757
Crusonia Wealth Advisors
Colorado
$380K +$111K +2,089 +46%
RFG
2758
REAP Financial Group
Texas
$379K +$1.7K +32 +0.5%
CCWM
2759
Correct Capital Wealth Management
Missouri
$378K -$5K -94 -1%
PWA
2760
Pitcairn Wealth Advisors
Pennsylvania
$378K +$149K +2,797 +73%
SCA
2761
Scott Capital Advisors
Oregon
$378K +$106 +2 +0%
NWM
2762
Northcape Wealth Management
New York
$377K – – –
BWA
2763
Blodgett Wealth Advisors
California
$377K +$213 +4 +0.1%
RMC
2764
Ring Mountain Capital
California
$377K -$4.47K -84 -1%
OIS
2765
OneAscent Investment Solutions
Alabama
$375K -$2.82K -53 -0.8%
LEA
2766
Legacy Edge Advisors
New York
$375K – – –
IPW
2767
Intergy Private Wealth
Colorado
$375K +$22K +413 +7%
HW
2768
Hamilton Wealth
California
$375K +$5.48K +103 +2%
SFS
2769
Sharp Financial Services
Pennsylvania
$375K +$3.51K +66 +1%
CWP
2770
Core Wealth Partners
California
$374K +$37.3K +701 +12%
IA
2771
Invested Advisors
Pennsylvania
$374K -$15.3K -287 -4%
PWAM
2772
Pinnacle West Asset Management
Wyoming
$374K +$5.58K +105 +2%
LAM
2773
Lifestyle Asset Management
Texas
$373K +$7.66K +144 +2%
CL
2774
CPWA LLC
Oregon
$373K +$6.38K +120 +2%
CFG
2775
Copley Financial Group
California
$373K -$168K -3,166 -33%
109 110
111
112 113