We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
3126
Mullaney, Keating & Wright
Connecticut
$247K +$53 +1 +0%
PIMG
3127
Patriot Investment Management Group
Tennessee
$247K +$53 +1 +0%
SAM
3128
Satovsky Asset Management
New York
$247K +$231K +4,336 New
SFG
3129
SageGuard Financial Group
Tennessee
$247K +$6.65K +125 +3%
AFGAS
3130
Allegiance Financial Group Advisory Services
Virginia
$247K -$10.2K -192 -4%
DWM
3131
Ducere Wealth Management
California
$247K +$230K +4,329 New
TPWM
3132
Twelve Points Wealth Management
Massachusetts
$246K -$4.63K -87 -2%
MWP
3133
Meriwether Wealth & Planning
Louisiana
$246K -$3.14K -59 -1%
FA
3134
Financial Alternatives
California
$246K – – –
BFA
3135
Brendel Financial Advisors
New Hampshire
$245K – – –
PA
3136
Prossimo Advisors
California
$244K -$18.5K -348 -8%
SFG
3137
Shum Financial Group
California
$243K +$227K +4,267 New
BWP
3138
Bernardo Wealth Planning
Pennsylvania
$243K +$227K +4,265 New
DBG
3139
De Burlo Group
Massachusetts
$242K – – –
ODFS
3140
O'Donnell Financial Services
California
$241K +$225K +4,238 New
GPW
3141
Gray Private Wealth
Massachusetts
$241K -$3.14K -59 -1%
CFFP
3142
Center for Financial Planning
Michigan
$240K -$22.3K -420 -9%
NG
3143
Northstar Group
New York
$240K -$18K -339 -7%
BCM
3144
Basso Capital Management
Connecticut
$239K +$223K +4,200 New
RPA
3145
Rock Point Advisors
Vermont
$239K – – –
SFG
3146
Synergy Financial Group
California
$239K +$2.61K +49 +1%
IDA
3147
Intelligence Driven Advisers
California
$238K +$222K +4,180 New
CCMIC
3148
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$238K -$61.7K -1,160 -22%
EIA
3149
Eastover Investment Advisors
North Carolina
$238K -$16K -300 -7%
T
3150
Tidemark
California
$237K +$1.7K +32 +0.8%
124 125
126
127 128