We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2801
Blodgett Wealth Advisors
California
$364K +$211 +4 +0.1%
TWM
2802
TriaGen Wealth Management
California
$362K -$14.2K -268 -4%
BGA
2803
Battery Global Advisors
Massachusetts
$362K +$125K +2,361 +312%
IWP
2804
Invenio Wealth Partners
Florida
$362K -$11.4K -215 -3%
BAM
2805
Byrne Asset Management
New Jersey
$361K -$7.14K -135 -2%
NQWM
2806
Northwest Quadrant Wealth Management
Oregon
$360K +$1K +19 +0.3%
TFA
2807
Tranquilli Financial Advisor
New Jersey
$360K -$5.34K -101 -2%
EWM
2808
Evolution Wealth Management
Florida
$359K +$29.4K +556 +9%
NWM
2809
Northwest Wealth Management
Iowa
$359K -$19.8K -374 -5%
RWA
2810
Rooted Wealth Advisors
Illinois
$359K +$4.07K +77 +1%
CNWM
2811
Clay Northam Wealth Management
California
$358K -$2.11K -40 -0.6%
OIS
2812
OneAscent Investment Solutions
Alabama
$358K -$4.02K -76 -1%
OPWM
2813
Oxinas Partners Wealth Management
Indiana
$358K – – –
WFS
2814
Widmann Financial Services
Maryland
$356K -$37K -700 -10%
EIP
2815
Ellis Investment Partners
Pennsylvania
$356K -$13.3K -252 -4%
FFG
2816
Fortress Financial Group
Minnesota
$356K +$1.53K +29 +0.5%
CC
2817
Citrine Capital
California
$356K – – –
IWS
2818
Integrity Wealth Solutions
Colorado
$355K +$31.6K +597 +10%
CAM
2819
Clark Asset Management
New Hampshire
$355K -$376K -7,119 -52%
LCM
2820
Logan Capital Management
Pennsylvania
$354K – – –
FFM
2821
Flagstone Financial Management
Nebraska
$354K +$84.6K +1,600 +33%
AAIM
2822
Asset Advisors Investment Management
Georgia
$354K -$53 -1 -0%
CA
2823
Capital Advantage
California
$353K +$12.6K +238 +4%
DA
2824
Dover Advisors
Virginia
$353K -$60K -1,136 -15%
1WM
2825
1900 Wealth Management
Texas
$352K +$339K +6,408 New
111 112
113
114 115