We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RF
3001
Roxbury Financial
New Jersey
$114K +$2.58K +58 +2%
DWM
3002
Darwin Wealth Management
Florida
$113K – – –
SCB
3003
Saudi Central Bank
Saudi Arabia
$112K +$120K +2,695 New
SO
3004
Sierra Ocean
California
$112K -$15.1K -339 -11%
SA
3005
SRH Advisors
Kansas
$112K – – –
BTD
3006
BankPlus Trust Department
Mississippi
$111K – – –
HWM
3007
Horizons Wealth Management
North Carolina
$111K – – –
BHWM
3008
Beaird Harris Wealth Management
Texas
$110K +$1.47K +33 +1%
RPA
3009
Redwood Park Advisors
California
$110K – – –
NC
3010
NewSquare Capital
Pennsylvania
$109K +$56.5K +1,267 +95%
CPG
3011
Cornerstone Planning Group
New Jersey
$109K +$44.7K +1,004 +56%
BCCM
3012
Black Cypress Capital Management
Florida
$107K – – –
SAM
3013
Sherman Asset Management
California
$106K -$1.02K -23 -0.9%
FFWM
3014
Future Financial Wealth Management
Ohio
$106K +$89 +2 +0.1%
GA
3015
GoalVest Advisory
New York
$106K +$1.83K +41 +2%
GGI
3016
Godsey & Gibb Inc
Virginia
$105K +$4.86K +109 +5%
MCCP
3017
Mission Creek Capital Partners
California
$104K -$51.4K -1,153 -5%
TIM
3018
Tortoise Investment Management
New York
$104K – – –
TC
3019
Truvestments Capital
Florida
$103K +$13.6K +306 +14%
TC
3020
Trust Company
Kansas
$102K +$13.4K +300 +14%
GWP
3021
Gen-Wealth Partners
Michigan
$98.2K -$13.8K -309 -12%
DPW
3022
DiNuzzo Private Wealth
Pennsylvania
$98K -$3.83K -86 -4%
BIM
3023
Breakwater Investment Management
Washington
$96.8K – – –
BA
3024
Bellwether Advisors
Nebraska
$95.8K – – –
CA
3025
Centerpoint Advisors
Massachusetts
$95K -$266K -5,971 -72%