We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3126
Raffa Wealth Management
District of Columbia
$51.3K +$17.1K +389 +50%
AP
3127
Aspect Partners
Virginia
$51.2K – – –
NWMP
3128
Noble Wealth Management PBC
Colorado
$49.9K +$49.9K +1,135 New
ECM
3129
Eisler Capital Management
United Kingdom
$49.8K +$49.5K +1,125 New
CP
3130
Castleview Partners
Texas
$49.5K +$2.95K +67 +6%
ATC
3131
Advantage Trust Company
Kansas
$49.4K -$49.5K -1,125 -50%
FNWA
3132
Financial Network Wealth Advisors
Utah
$48.5K -$69.3K -1,575 -59%
CSWM
3133
Cassady Schiller Wealth Management
Ohio
$48.4K +$14.4K +327 +42%
PIS
3134
POM Investment Strategies
North Carolina
$47.6K +$44.3K +1,006 +1,306%
CWM
3135
Compass Wealth Management
Connecticut
$47K -$17.6K -400 -27%
TLCM
3136
Twin Lakes Capital Management
California
$46.9K – – –
TCM
3137
TruNorth Capital Management
Michigan
$46.8K – – –
HNW
3138
High Note Wealth
Minnesota
$44.7K +$44.8K +1,018 New
DCM
3139
Davis Capital Management
Florida
$44.7K – – –
CJH
3140
Christopher J. Hasenberg
Wisconsin
$44.6K – – –
CMANY
3141
Capital Management Associates (New York)
New York
$44.2K -$156K -3,545 -78%
PCC
3142
Park Circle Company
Maryland
$44K – – –
RWS
3143
Retirement Wealth Solutions
Wisconsin
$42.4K +$41.4K +941 New
FGA
3144
Fortis Group Advisors
New Jersey
$40.2K – – –
GIS
3145
Grayhawk Investment Strategies
Alberta, Canada
$39.4K -$57.2K -1,300 -59%
MWM
3146
Mascoma Wealth Management
New Hampshire
$39.1K +$15.9K +361 +68%
VWA
3147
Valued Wealth Advisors
Utah
$38.4K +$2.82K +64 +8%
CCA
3148
Criterion Capital Advisors
Tennessee
$38.1K – – –
WTFG
3149
Wood Tarver Financial Group
Idaho
$38K +$38.9K +884 New
MSFP
3150
Mark Sheptoff Financial Planning
Connecticut
$37.9K – – –
124 125
126
127 128