We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2851
Pines Wealth Management
North Carolina
$296K -$76.5K -1,483 -20%
TAM
2852
Tucker Asset Management
Colorado
$296K +$44K +852 +16%
OWA
2853
ORBA Wealth Advisors
Illinois
$296K – – –
CBT
2854
Central Bank & Trust
Kentucky
$295K – – –
G
2855
GenTrust
Florida
$295K -$318K -6,171 -50%
EA
2856
Ellsworth Advisors
Ohio
$295K +$11.2K +218 +4%
ACC
2857
Acorn Creek Capital
Colorado
$295K +$4.44K +86 +1%
TPWA
2858
Twin Peaks Wealth Advisors
California
$294K +$14K +272 +5%
USWIA
2859
UP Strategic Wealth Investment Advisors
Pennsylvania
$294K +$10.3K +200 +4%
SIP
2860
Snowwater Investment Partners
Connecticut
$294K -$31.4K -609 -9%
VBFP
2861
Valtinson Bruner Financial Planning
Minnesota
$294K +$1.91K +37 +0.6%
1IA
2862
1834 Investment Advisors
Wisconsin
$293K – – –
SIAP
2863
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K – – –
WH
2864
Willner & Heller
California
$293K +$1.81K +35 +0.6%
JCA
2865
January Capital Advisors
California
$292K +$309K +5,986 New
HPIA
2866
Hamilton Point Investment Advisors
North Carolina
$292K – – –
HFO
2867
Heritage Family Offices
Arizona
$291K +$308K +5,973 New
OPCM
2868
Osborne Partners Capital Management
California
$291K +$14K +272 +5%
1CP
2869
17 Capital Partners
Arizona
$290K -$42.6K -825 -12%
MAM
2870
McLaughlin Asset Management
Illinois
$290K -$155 -3 -0.1%
IAAG
2871
Innovative Asset Advisors Group
Connecticut
$290K +$307K +5,944 New
KCAM
2872
Kagan Cocozza Asset Management
New Jersey
$289K -$17.6K -341 -5%
JESC
2873
J.E. Simmons & Co
Texas
$289K – – –
MWA
2874
Motive Wealth Advisors
Michigan
$289K -$877 -17 -0.3%
CWA
2875
Centennial Wealth Advisory
Michigan
$288K -$92.7K -1,797 -23%
113 114
115
116 117