BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2976
Monetary Management Group
Missouri
$254K – – –
GB
2977
Goepper Burkhardt
South Carolina
$253K +$206 +4 +0.1%
CFO
2978
Collective Family Office
Pennsylvania
$253K -$18K -348 -6%
AWA
2979
Acorn Wealth Advisors
Michigan
$253K +$8.72K +169 +3%
PWM
2980
Paulson Wealth Management
Illinois
$253K +$268K +5,186 New
WF
2981
WinCap Financial
Massachusetts
$252K +$25K +485 +10%
PI
2982
Pettee Investors
Connecticut
$252K -$108K -2,100 -31%
HIM
2983
Hanlon Investment Management
New Jersey
$252K +$14.2K +275 +6%
GFA
2984
Godfrey Financial Associates
New York
$252K +$1.5K +29 +0.6%
MAA
2985
Mraz Amerine & Associates
California
$252K -$103K -2,000 -28%
G
2986
Gainplan
Michigan
$251K -$464 -9 -0.2%
MF
2987
Meridian Financial
Massachusetts
$251K – – –
B
2988
Barings
North Carolina
$251K -$5.88K -114 -2%
EAP
2989
Elevation Advisory Partners
Florida
$251K +$248K +4,806 New
MPIA
2990
Mountain Pacific Investment Advisers
Idaho
$251K -$36.1K -700 -12%
FSBI
2991
Fearless Solutions (Best Invest)
Texas
$250K -$23.5K -456 -8%
DCM
2992
DGS Capital Management
New Jersey
$250K -$116K -2,248 -30%
JWS
2993
Juncture Wealth Strategies
Arizona
$250K – – –
MLFP
2994
MPS Loria Financial Planners
Illinois
$249K +$1.14K +22 +0.4%
MAM
2995
Montchanin Asset Management
Delaware
$249K +$263K +5,100 New
SPWG
2996
Syntegra Private Wealth Group
Missouri
$249K -$39.2K -760 -13%
IRAG
2997
Investment Research & Advisory Group
Georgia
$249K +$826 +16 +0.3%
HCM
2998
Highview Capital Management
Illinois
$248K +$61.6K +1,194 +31%
BWP
2999
BSW Wealth Partners
Colorado
$248K +$4.54K +88 +2%
PHAM
3000
Palisades Hudson Asset Management
Florida
$248K – – –
118 119
120
121 122