We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GW&K Investment Management
2776
GW&K Investment Management
Massachusetts
$320K -$19.6K -379 -5%
Mill Creek Capital Advisors
2777
Mill Creek Capital Advisors
Pennsylvania
$319K -$26.7K -517 -7%
CNWM
2778
Clay Northam Wealth Management
California
$318K +$774 +15 +0.2%
TWM
2779
TriaGen Wealth Management
California
$318K -$3.15K -61 -0.9%
IAS
2780
Integrity Advisory Solutions
Texas
$318K +$336K +6,520 New
SFS
2781
Sharp Financial Services
Pennsylvania
$317K +$142K +2,748 +73%
OPWM
2782
Oxinas Partners Wealth Management
Indiana
$317K – – –
WFS
2783
Widmann Financial Services
Maryland
$317K +$1.45K +28 +0.4%
IWS
2784
Integrity Wealth Solutions
Colorado
$316K +$1.34K +26 +0.4%
HW
2785
Hamilton Wealth
California
$316K +$334K +6,475 New
CWA
2786
Clarity Wealth Advisors
California
$316K +$4.75K +92 +1%
CC
2787
Citrine Capital
California
$315K – – –
PWAM
2788
Pinnacle West Asset Management
Wyoming
$315K +$43.3K +840 +15%
NI
2789
NCP Inc
California
$314K -$1.53M -29,616 -82%
EM
2790
ELCO Management
New York
$314K -$14.4K -279 -4%
EIP
2791
Ellis Investment Partners
Pennsylvania
$314K -$2.17K -42 -0.6%
CA
2792
Capital Advantage
California
$313K – – –
LAM
2793
Lifestyle Asset Management
Texas
$312K +$5.88K +114 +2%
MCM
2794
Morton Capital Management
California
$312K -$259K -5,018 -44%
HCA
2795
Hyperion Capital Advisors
New York
$312K -$129K -2,500 -28%
PCM
2796
Passive Capital Management
Maryland
$311K +$29.6K +573 +10%
AWM
2797
Abound Wealth Management
Tennessee
$311K +$23.8K +461 +8%
SWM
2798
Shelton Wealth Management
Texas
$311K +$155 +3 +0%
NWM
2799
Northwest Wealth Management
Iowa
$310K -$8.67K -168 -3%
AWP
2800
Avid Wealth Partners
Texas
$310K +$54.4K +1,054 +20%