BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
2976
Torren Management
California
$304K +$292K +5,522 New
SR
2977
Syntax Research
Florida
$304K -$4.71K -89 -2%
NPF
2978
Norris Perne & French
Michigan
$303K +$12.5K +237 +4%
LJHT
2979
Laurie J. Hall Trustee
$303K – – –
SC
2980
Seldon Capital
California
$303K – – –
BA
2981
Ballast Advisors
Minnesota
$302K – – –
FGG
2982
Financial Guidance Group
Florida
$302K – – –
HFS
2983
Heritage Financial Services
Massachusetts
$300K -$12.1K -228 -4%
RC
2984
Rahlfs Capital
Texas
$300K – – –
PAW
2985
Plan A Wealth
Nebraska
$299K -$31.6K -598 -10%
AFP
2986
ATLas Financial Planning
Georgia
$298K +$286K +5,412 New
BF
2987
Brooklyn FI
New York
$297K +$286K +5,406 New
QCIG
2988
Quad-Cities Investment Group
Iowa
$297K +$264 +5 +0.1%
LI
2989
Latash Investments
Alaska
$297K – – –
EWA
2990
Emergent Wealth Advisors
New York
$296K +$285K +5,389 New
GL
2991
Gerber LLC
Ohio
$296K -$50.1K -947 -15%
WTA
2992
Washington Trust Advisors
Massachusetts
$296K +$211 +4 +0.1%
TRIA
2993
Trail Ridge Investment Advisors
Colorado
$296K +$21.4K +404 +8%
AIM
2994
Allen Investment Management
New York
$295K – – –
JHP
2995
James Hambro & Partners
United Kingdom
$295K – – –
CTA
2996
Chesley Taft & Associates
Illinois
$294K +$42.4K +802 +18%
NIM
2997
Nexus Investment Management
Ontario, Canada
$294K – – –
BWM
2998
BKM Wealth Management
Wisconsin
$294K -$4.92K -93 -2%
WWMP
2999
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$294K +$283K +5,348 New
TWM
3000
Trueblood Wealth Management
Ohio
$294K +$1K +19 +0.4%
118 119
120
121 122