We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2901
McNamara Financial Services
Massachusetts
$279K – – –
WA
2902
WPG Advisers
Maryland
$279K -$65.4K -1,268 -18%
BA
2903
Ballast Advisors
Minnesota
$279K +$11.7K +226 +4%
EFP
2904
Elser Financial Planning
Indiana
$278K – – –
IIM
2905
Ironwood Investment Management
Massachusetts
$278K -$671 -13 -0.2%
LBC
2906
Leigh Baldwin & Co
New York
$278K +$4.03K +78 +1%
LWM
2907
LongView Wealth Management
Georgia
$278K -$602K -11,660 -69%
CG
2908
Clarus Group
Texas
$278K +$1.34K +26 +0.5%
IWA
2909
Invera Wealth Advisors
Oregon
$277K +$293K +5,682 New
MWS
2910
MFA Wealth Services
California
$277K +$1.24K +24 +0.4%
BAWM
2911
Bennett Associates Wealth Management
Pennsylvania
$276K -$27.5K -533 -9%
FZCM
2912
Flynn Zito Capital Management
New York
$276K +$1.81K +35 +0.6%
KA
2913
Kozak & Associates
Colorado
$276K -$18.1K -350 -6%
TPW
2914
TL Private Wealth
Texas
$275K -$15.4K -299 -5%
FUBT
2915
First United Bank & Trust
Maryland
$275K -$1.29K -25 -0.4%
SIA
2916
Sage Investment Advisers
New York
$275K +$52 +1 +0%
SRC
2917
Sage Rhino Capital
California
$275K -$103 -2 -0%
KPWG
2918
KFA Private Wealth Group
Virginia
$275K +$21.2K +410 +8%
SMA
2919
Seven Mile Advisory
New Jersey
$274K -$839K -16,268 -74%
BCM
2920
Banyan Capital Management
Georgia
$274K – – –
KJHP
2921
K.J. Harrison & Partners
Ontario, Canada
$274K – – –
CPA
2922
Cardiff Park Advisors
California
$274K +$877 +17 +0.3%
CFO
2923
Custos Family Office
Texas
$273K +$29.8K +577 +11%
TRIA
2924
Trail Ridge Investment Advisors
Colorado
$273K +$11.1K +215 +4%
YIM
2925
Yoffe Investment Management
Pennsylvania
$272K – – –
115 116
117
118 119