We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2976
Seldon Capital
California
$303K – – –
BA
2977
Ballast Advisors
Minnesota
$302K – – –
FGG
2978
Financial Guidance Group
Florida
$302K – – –
HFS
2979
Heritage Financial Services
Massachusetts
$300K -$12.1K -228 -4%
RC
2980
Rahlfs Capital
Texas
$300K – – –
PAW
2981
Plan A Wealth
Nebraska
$299K -$31.6K -598 -10%
AFP
2982
ATLas Financial Planning
Georgia
$298K +$286K +5,412 New
BF
2983
Brooklyn FI
New York
$297K +$286K +5,406 New
QCIG
2984
Quad-Cities Investment Group
Iowa
$297K +$264 +5 +0.1%
LI
2985
Latash Investments
Alaska
$297K – – –
EWA
2986
Emergent Wealth Advisors
New York
$296K +$285K +5,389 New
GL
2987
Gerber LLC
Ohio
$296K -$50.1K -947 -15%
WTA
2988
Washington Trust Advisors
Massachusetts
$296K +$211 +4 +0.1%
TRIA
2989
Trail Ridge Investment Advisors
Colorado
$296K +$21.4K +404 +8%
AIM
2990
Allen Investment Management
New York
$295K – – –
JHP
2991
James Hambro & Partners
United Kingdom
$295K – – –
CTA
2992
Chesley Taft & Associates
Illinois
$294K +$42.4K +802 +18%
NIM
2993
Nexus Investment Management
Ontario, Canada
$294K – – –
BWM
2994
BKM Wealth Management
Wisconsin
$294K -$4.92K -93 -2%
WWMP
2995
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$294K +$283K +5,348 New
TWM
2996
Trueblood Wealth Management
Ohio
$294K +$1K +19 +0.4%
WMN
2997
Wealth Management Nebraska
Nebraska
$292K +$6.87K +130 +3%
SWA
2998
Strategies Wealth Advisors
Michigan
$292K +$7.88K +149 +3%
BWM
2999
Bulltick Wealth Management
Florida
$292K – – –
AWP
3000
Avid Wealth Partners
Texas
$291K +$45K +852 +19%
118 119
120
121 122