BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
3026
Godfrey Financial Associates
New York
$282K +$271K +5,134 New
EP
3027
Essential Partners
California
$282K -$60.3K -1,141 -18%
JWS
3028
Juncture Wealth Strategies
Arizona
$282K – – –
TW
3029
Tempo Wealth
Ohio
$282K +$271K +5,128 New
TA
3030
TFB Advisors
Kansas
$281K -$4.28K -81 -2%
SGFG
3031
Silver Grove Financial Group
New York
$281K +$31.3K +592 +13%
PHAM
3032
Palisades Hudson Asset Management
Florida
$280K – – –
MLFP
3033
MPS Loria Financial Planners
Illinois
$280K +$1K +19 +0.4%
SL
3034
Salomon & Ludwin
Virginia
$280K +$41.3K +782 +19%
API
3035
Asset Planning Inc
California
$280K +$1.06K +20 +0.4%
AC
3036
Addison Capital
Pennsylvania
$279K -$176K -3,331 -40%
MHC
3037
Meyer Handelman Company
New York
$279K – – –
LWM
3038
Lionshead Wealth Management
New York
$278K +$7.77K +147 +3%
WWM
3039
Westwood Wealth Management
California
$278K +$267K +5,054 New
FNB
3040
Farmers National Bank
Kentucky
$278K – – –
FH
3041
Financial Harvest
Florida
$278K +$3.17K +60 +1%
GEA
3042
Glen Eagle Advisors
New Jersey
$277K -$19.1K -362 -7%
CAM
3043
Claret Asset Management
Quebec, Canada
$277K -$6.55K -124 -2%
LSIA
3044
LaSalle St. Investment Advisors
Illinois
$277K +$20.2K +383 +8%
BOC
3045
Bull Oak Capital
California
$277K – – –
HIF
3046
Hill Island Financial
Michigan
$277K +$2.06K +39 +0.8%
SHWA
3047
Safe Harbor Wealth Advisors
Ohio
$277K +$279K +5,270 New
DG
3048
Dala Group
Illinois
$276K +$266K +5,023 New
CFO
3049
Custos Family Office
Texas
$276K -$581 -11 -0.2%
PAM
3050
Peak Asset Management
Colorado
$276K -$3.17K -60 -1%
120 121
122
123 124