We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2851
Fiduciary Wealth Partners
Massachusetts
$343K -$13K -245 -4%
LIA
2852
Lynx Investment Advisory
District of Columbia
$343K +$41.7K +789 +14%
PAS
2853
Professional Advisory Services
Florida
$343K – – –
LGG
2854
Luts & Greenleigh Group
Maryland
$343K +$1.69K +32 +0.5%
CCMG
2855
Connecticut Capital Management Group
Connecticut
$343K +$329K +6,231 New
S
2856
Steadtrust
Texas
$341K +$6.92K +131 +2%
BAWM
2857
Bennett Associates Wealth Management
Pennsylvania
$341K +$16.6K +314 +5%
FA
2858
Fermata Advisors
California
$341K +$2.43K +46 +0.7%
AWA
2859
Alta Wealth Advisors
Massachusetts
$340K +$35K +662 +12%
Vaughan David Investments
2860
Vaughan David Investments
Illinois
$340K – – –
AIP
2861
Almanack Investment Partners
Pennsylvania
$339K +$34K +643 +12%
RCWM
2862
Royal Capital Wealth Management
Indiana
$339K +$264 +5 +0.1%
MWM
2863
MinichMacGregor Wealth Management
New York
$338K -$8.14K -154 -2%
AI
2864
AXS Investments
New York
$338K -$28.3K -535 -8%
EI
2865
Ellevest Inc
New York
$338K +$45.4K +858 +16%
PIA
2866
Powell Investment Advisors
Florida
$338K – – –
CPW
2867
Cove Private Wealth
New York
$337K -$317K -6,000 -49%
MIM
2868
Moseley Investment Management
Florida
$337K +$211 +4 +0.1%
MUMSS
2869
Mitsubishi UFJ Morgan Stanley Securities
Japan
$337K +$324K +6,126 New
GIP
2870
Granite Investment Partners
California
$337K – – –
MTIC
2871
Missouri Trust & Investment Company
Missouri
$337K – – –
NRI
2872
NFP Retirement Inc
California
$337K -$2.91K -55 -0.9%
SCA
2873
Southern Capital Advisors
Tennessee
$336K +$264 +5 +0.1%
LWP
2874
LeClair Wealth Partners
Ohio
$335K +$6.24K +118 +2%
CIAS
2875
CBIZ Investment Advisory Services
Ohio
$335K +$48.2K +911 +18%