We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2776
Tucker Asset Management
Colorado
$286K +$13K +308 +5%
MCIA
2777
Mountain Capital Investment Advisors
Colorado
$286K +$294 +7 +0.1%
SIC
2778
SJS Investment Consulting
Ohio
$286K -$3.2K -76 -1%
CNWM
2779
Clay Northam Wealth Management
California
$285K +$841 +20 +0.3%
MWM
2780
MinichMacGregor Wealth Management
New York
$285K -$6.02K -143 -2%
CIAS
2781
CBIZ Investment Advisory Services
Ohio
$285K -$104K -2,481 -29%
SL
2782
Sentinus LLC
Illinois
$285K +$46.5K +1,105 +22%
SFO
2783
Stokes Family Office
Louisiana
$285K +$5.81K +138 +2%
SIAP
2784
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$285K -$3.32K -79 -1%
CA
2785
CWC Advisors
Oregon
$284K – – –
LWP
2786
LeClair Wealth Partners
Ohio
$284K -$5.09K -121 -2%
BA
2787
Bristlecone Advisors
Washington
$284K -$27.2K -647 -10%
WH
2788
Willner & Heller
California
$284K +$17.1K +407 +7%
FAN
2789
Financial Advisors Network
California
$284K +$31K +738 +14%
HPIA
2790
Hamilton Point Investment Advisors
North Carolina
$283K – – –
VBFP
2791
Valtinson Bruner Financial Planning
Minnesota
$283K +$12.6K +300 +5%
DWA
2792
Douglass Winthrop Advisors
New York
$283K – – –
VDI
2793
Vaughan David Investments
Illinois
$282K -$128K -3,048 -34%
AIM
2794
AHL Investment Management
Florida
$282K – – –
EWM
2795
Evolution Wealth Management
Florida
$281K +$250K +5,934 New
RIM
2796
Redwood Investment Management
Arizona
$280K -$213K -5,073 -46%
PCM
2797
Passive Capital Management
Maryland
$280K – – –
5W
2798
5T Wealth
California
$279K -$8.25K -196 -3%
KFP
2799
Keystone Financial Planning
Ohio
$278K – – –
NPT
2800
National Philanthropic Trust
Pennsylvania
$278K +$247K +5,868 New
110 111
112
113 114