We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3126
Claris Financial
Virginia
$212K -$9.24K -179 -4%
MKW
3127
Mullaney, Keating & Wright
Connecticut
$212K +$52 +1 +0%
PIMG
3128
Patriot Investment Management Group
Tennessee
$211K +$103 +2 +0%
SWA
3129
Sightline Wealth Advisors
Connecticut
$211K – – –
PWA
3130
Pitcairn Wealth Advisors
Pennsylvania
$211K +$5.63K +109 +3%
RAM
3131
Readystate Asset Management
Illinois
$210K +$223K +4,315 New
MWA
3132
MN Wealth Advisors
Kansas
$210K +$222K +4,311 New
FA
3133
Financial Alternatives
California
$210K -$5.47K -106 -2%
BFA
3134
Brendel Financial Advisors
New Hampshire
$209K -$11.2K -217 -5%
GPW
3135
Gray Private Wealth
Massachusetts
$209K +$221K +4,289 New
KWMG
3136
King Wealth Management Group
Florida
$209K +$155 +3 +0.1%
TCFP
3137
Treasure Coast Financial Planning
Florida
$209K +$52 +1 +0%
BRWM
3138
Blue Rock Wealth Management
North Carolina
$208K +$8.26K +160 +4%
BIA
3139
Barry Investment Advisors
Massachusetts
$208K -$65.7K -1,274 -23%
WWMSC
3140
Wagner Wealth Management (South Carolina)
South Carolina
$208K +$413 +8 +0.2%
SDWIA
3141
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
BWM
3142
Birchcreek Wealth Management
Ohio
$207K +$24.4K +472 +12%
DBG
3143
De Burlo Group
Massachusetts
$207K – – –
BF
3144
Baring Financial
Washington
$207K +$219K +4,245 New
RWM
3145
Reston Wealth Management
Virginia
$207K -$206 -4 -0.1%
PPWM
3146
PFG Private Wealth Management
Florida
$207K +$219K +4,239 New
LA
3147
Lifeworks Advisors
Michigan
$206K -$21.6K -418 -9%
SL
3148
StoryOne LLC
Kansas
$206K – – –
TVM
3149
True Vision MN
Minnesota
$206K +$12.9K +250 +6%
WMA
3150
West Michigan Advisors
Michigan
$205K -$276K -5,351 -56%
124 125
126
127 128