We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GA
2751
GoalVest Advisory
New York
$92.4K +$2.75K +80 +3%
CWM
2752
CarsonAllaria Wealth Management
Illinois
$91.2K +$69 +2 +0.1%
MUMSS
2753
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K +$82.4K +2,400 New
FDCP
2754
Foster Dykema Cabot & Partners
Massachusetts
$90.6K +$46.7K +1,361 +132%
HDIM
2755
Hanson & Doremus Investment Management
Vermont
$90K -$3.64K -106 -4%
HWM
2756
Horizons Wealth Management
North Carolina
$89.4K – – –
FFWA
2757
FRG Family Wealth Advisors
Washington
$88.9K +$82.5K +2,402 New
BIM
2758
Breakwater Investment Management
Washington
$87.9K +$79.6K +2,319 New
ATC
2759
Advantage Trust Company
Kansas
$85.3K – – –
NMM
2760
Naples Money Management
Florida
$84.1K -$13.7K -400 -15%
APGC
2761
A.P. Gilfoyle & Co
New York
$83.4K +$60.1K +1,750 +389%
GIS
2762
Grayhawk Investment Strategies
Alberta, Canada
$83.3K – – –
VAG
2763
VisionPoint Advisory Group
Texas
$83.2K -$16.9K -493 -18%
EP
2764
Elkhorn Partners
Nebraska
$83K -$30.9K -900 -29%
RFS
2765
Richardson Financial Services
Massachusetts
$82.7K +$27.5K +800 +58%
AWM
2766
Atticus Wealth Management
Florida
$82.7K -$68.7K -2,000 -48%
RFG
2767
REAP Financial Group
Texas
$81.9K -$75.7K -2,205 -51%
CAC
2768
Core Alternative Capital
Georgia
$81.1K -$50.9K -1,482 -41%
WAS
2769
Winch Advisory Services
Wisconsin
$81.1K +$412 +12 +0.6%
TC
2770
Trust Company
Kansas
$81K – – –
DFA
2771
DHJJ Financial Advisors
Illinois
$79.3K – – –
WWM
2772
Wolff Wiese Magana
California
$78.7K – – –
SA
2773
Scarborough Advisors
Maryland
$77.6K +$3.74K +109 +6%
Loomis, Sayles & Company
2774
Loomis, Sayles & Company
Massachusetts
$77K +$13.6K +396 +24%
DI
2775
DAGCO Inc
Ohio
$76.2K +$48.4K +1,409 +235%