We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2926
Harfst & Associates
Wyoming
$258K – – –
BH
2927
Burk Holdings
Oklahoma
$258K – – –
HIF
2928
Hill Island Financial
Michigan
$258K +$10.8K +221 +5%
FH
2929
Financial Harvest
Florida
$257K +$5.03K +103 +2%
FDW
2930
Fourth Dimension Wealth
Ohio
$257K +$35.1K +719 +17%
RFG
2931
RFP Financial Group
Georgia
$257K -$98 -2 -0%
SAMC
2932
Spectrum Asset Management (California)
California
$257K +$25.8K +528 +12%
SLWA
2933
San Luis Wealth Advisors
California
$257K +$243K +4,978 New
TRIA
2934
Trail Ridge Investment Advisors
Colorado
$257K +$4.59K +94 +2%
WWA
2935
Wingate Wealth Advisors
Massachusetts
$255K +$241K +4,943 New
CWM
2936
Crowley Wealth Management
Delaware
$255K +$293 +6 +0.1%
WF
2937
WinCap Financial
Massachusetts
$255K +$49 +1 +0%
CFFP
2938
Center for Financial Planning
Michigan
$255K – – –
IRAG
2939
Investment Research & Advisory Group
Georgia
$255K +$683 +14 +0.3%
CCM
2940
Collar Capital Management
Wisconsin
$254K – – –
MPIA
2941
Milestones Private Investment Advisors
New York
$254K – – –
RFM
2942
Royal Fund Management
Florida
$254K -$224K -4,592 -59%
EFL
2943
ERn Financial LLC
Wisconsin
$253K +$25.6K +524 +12%
1CM
2944
1492 Capital Management
Wisconsin
$253K +$1.12K +23 +0.5%
MWM
2945
Manske Wealth Management
Texas
$253K +$3.02K +62 +1%
WS
2946
Wela Strategies
Georgia
$253K -$5.9K -121 -2%
LWM
2947
Lionshead Wealth Management
New York
$253K +$239K +4,907 New
KF
2948
KKM Financial
Illinois
$253K -$215K -4,400 -47%
AWA
2949
AmeriServ Wealth Advisors
Pennsylvania
$253K – – –
WP
2950
Wealthspan Partners
Iowa
$252K – – –
116 117
118
119 120