We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2776
FSA Wealth Management
Massachusetts
$163K +$165K +4,107 New
CA
2777
Claris Advisors
Missouri
$162K +$163K +4,073 New
ACA
2778
Atlas Capital Advisors
Wyoming
$160K +$40.1K +1,000 +33%
PCWA
2779
Pacific Capital Wealth Advisors
California
$158K -$2.12K -53 -1%
GWP
2780
Gen-Wealth Partners
Michigan
$154K +$13K +325 +10%
RIA
2781
Realta Investment Advisors
Delaware
$154K -$2.07M -51,721 -93%
WOC
2782
West Oak Capital
California
$150K – – –
T
2783
Tidemark
California
$147K +$33.5K +835 +29%
LFASL
2784
Lugano Financial Advisors SA (LFA)
Switzerland
$147K +$16.8K +420 +13%
NRG
2785
Nemes Rush Group
Michigan
$145K – – –
AW
2786
Avion Wealth
Texas
$142K -$1.44K -36 -1%
SGC
2787
Slocum, Gordon & Co
Rhode Island
$142K -$80.2K -2,000 -36%
MLA
2788
MB, Levis & Associates
Pennsylvania
$139K +$601 +15 +0.4%
RWM
2789
Ruedi Wealth Management
Illinois
$138K -$8.06K -201 -5%
GPFA
2790
Game Plan Financial Advisors
Ohio
$135K -$12.9K -322 -9%
FFWM
2791
Future Financial Wealth Management
Ohio
$133K +$134K +3,349 New
TFM
2792
TFC Financial Management
Massachusetts
$132K +$66.8K +1,667 +100%
RTC
2793
Riverview Trust Company
Washington
$130K +$4.81K +120 +4%
CH
2794
Canton Hathaway
Rhode Island
$127K – – –
NPP
2795
New Potomac Partners
Maryland
$123K +$125K +3,108 New
FCG
2796
Financial Connections Group
California
$123K -$5.61K -140 -4%
EWP
2797
Elevation Wealth Partners
California
$123K +$108K +2,685 +668%
RFS
2798
Richardson Financial Services
Massachusetts
$122K +$32.1K +800 +35%
DWA
2799
Dougherty Wealth Advisers
Minnesota
$121K – – –
DPW
2800
DiNuzzo Private Wealth
Pennsylvania
$120K +$361 +9 +0.3%
110 111
112
113 114