We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2901
Richardson Capital Management
Wisconsin
$23.8K – – –
WAG
2902
Wiser Advisor Group
Arizona
$22.7K – – –
ZRP
2903
Zynergy Retirement Planning
New Jersey
$22.7K – – –
SNB
2904
Security National Bank
Nebraska
$21.8K – – –
CWM
2905
Cranbrook Wealth Management
Michigan
$21.7K +$2K +50 +10%
IHWM
2906
Iron Horse Wealth Management
Iowa
$21.7K -$2.04K -51 -9%
NA
2907
Nordwand Advisors
Pennsylvania
$21.6K – – –
LAM
2908
Lummis Asset Management
Texas
$21.1K – – –
MWM
2909
Mascoma Wealth Management
New Hampshire
$21K – – –
TPW
2910
Talon Private Wealth
Florida
$20.7K +$20.9K +522 New
GJIA
2911
Glass Jacobson Investment Advisors
Maryland
$20.7K +$40 +1 +0.2%
LWA
2912
Lowe Wealth Advisors
Maryland
$20K – – –
VWWMG
2913
Vermillion & White Wealth Management Group
Pennsylvania
$20K +$120 +3 +0.6%
PP
2914
PrairieView Partners
Minnesota
$19K – – –
MIM
2915
Macroview Investment Management
Maryland
$18.5K -$7.66K -191 -29%
CAM
2916
Clarity Asset Management
Iowa
$18.3K +$120 +3 +0.7%
EP
2917
Elkhorn Partners
Nebraska
$16K -$48.1K -1,200 -75%
RF
2918
Robbins Farley
New Hampshire
$15.9K – – –
CB
2919
CNB Bank
Pennsylvania
$15.4K – – –
CTWM
2920
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
TCG
2921
Transcendent Capital Group
Oklahoma
$15.1K – – –
PA
2922
Pineridge Advisors
Missouri
$15.1K +$3.17K +79 +26%
FIA
2923
FNY Investment Advisers
New York
$15K +$16K +400 New
PFA
2924
Pathway Financial Advisers
Indiana
$14.4K -$1.16M -29,037 -99%
HEIP
2925
Hudson Edge Investment Partners
New Jersey
$13.9K – – –
115 116
117
118 119