We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RHAM
3051
Round Hill Asset Management
California
$276K -$82.5K -1,560 -24%
AWA
3052
Acorn Wealth Advisors
Michigan
$276K -$8.19K -155 -3%
BWP
3053
BSW Wealth Partners
Colorado
$275K -$740 -14 -0.3%
HP
3054
Holistic Planning
Texas
$275K +$43.2K +818 +20%
HA
3055
Harfst & Associates
Wyoming
$275K – – –
CFGA
3056
Cambridge Financial Group (Arizona)
Arizona
$274K – – –
SAMC
3057
Spectrum Asset Management (California)
California
$274K +$53 +1 +0%
HA
3058
Hofer & Associates
California
$274K +$10.9K +207 +4%
MCC
3059
Money Concepts Capital
Florida
$273K +$9.62K +182 +4%
CIM
3060
Catalyst Investment Management
New Hampshire
$273K +$262K +4,959 New
PWM
3061
Purus Wealth Management
California
$273K -$12.3K -232 -4%
FL
3062
FreeGulliver LLC
Louisiana
$272K -$17.5K -331 -6%
IRAG
3063
Investment Research & Advisory Group
Georgia
$272K +$687 +13 +0.3%
AR
3064
Apeiron RIA
Texas
$272K +$265K +5,012 New
MPIA
3065
Milestones Private Investment Advisors
New York
$271K – – –
DA
3066
Detalus Advisors
Missouri
$271K +$260K +4,923 New
CF
3067
Convergence Financial
Missouri
$271K -$20.3K -384 -7%
NI
3068
NDVR Inc
Massachusetts
$270K +$260K +4,911 New
1CM
3069
1492 Capital Management
Wisconsin
$270K – – –
EWM
3070
Elmwood Wealth Management
California
$270K +$259K +4,906 New
LI
3071
LifeWealth Investments
Florida
$270K -$5.92K -112 -2%
HTIM
3072
Harbour Trust & Investment Management
Indiana
$270K -$19K -360 -7%
MAM
3073
Marotta Asset Management
Virginia
$269K – – –
HIM
3074
Hanlon Investment Management
New Jersey
$269K +$259K +4,896 New
EPW
3075
Endeavor Private Wealth
Kansas
$268K +$1.69K +32 +0.7%
121 122
123
124 125