We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2901
Keystone Financial Planning
Ohio
$323K – – –
SFGP
2902
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$323K +$27.2K +514 +10%
CWP
2903
Core Wealth Partners
California
$323K -$7.45K -141 -2%
CIM
2904
Capital Investment Management
Missouri
$323K +$310K +5,870 New
MFP
2905
Meramec Financial Planners
Missouri
$322K +$301K +5,703 New
SPWG
2906
Syntegra Private Wealth Group
Missouri
$322K +$19K +360 +7%
NC
2907
North Capital
Utah
$322K -$53 -1 -0%
PWP
2908
Ponta Wealth Partners
Florida
$322K +$309K +5,847 New
WWP
2909
Wise Wealth Partners
Arizona
$321K – – –
MPIA
2910
Mountain Pacific Investment Advisers
Idaho
$321K – – –
KCP
2911
Kera Capital Partners
California
$321K -$119K -2,256 -27%
EWM
2912
EPG Wealth Management
Georgia
$321K +$4.97K +94 +2%
CCM
2913
Condor Capital Management
New Jersey
$320K +$3.33K +63 +1%
FPW
2914
Flywheel Private Wealth
California
$320K – – –
GHA
2915
Good Harbor Advisors
Massachusetts
$320K +$308K +5,822 New
PCM
2916
Passive Capital Management
Maryland
$320K – – –
BBW
2917
Blue Barn Wealth
Utah
$319K -$138K -2,617 -31%
TCA
2918
Trifecta Capital Advisors
Illinois
$319K -$14.7K -278 -5%
BIG
2919
Bush Investment Group
Georgia
$319K – – –
BOSSRA
2920
B.O.S.S. Retirement Advisors
Utah
$318K -$317K -6,006 -51%
HA
2921
Huntleigh Advisors
Missouri
$317K +$53 +1 +0%
DAL
2922
Delta Accumulation LLC
California
$317K +$1.48K +28 +0.5%
LTAS
2923
Linden Thomas Advisory Services
North Carolina
$317K +$17K +322 +6%
BWP
2924
BlueStem Wealth Partners
Minnesota
$316K +$5.18K +98 +2%
RCM
2925
Requisite Capital Management
Texas
$316K -$56.2K -1,063 -16%
115 116
117
118 119