BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3126
Meriwether Wealth & Planning
Louisiana
$213K -$779K -15,093 -78%
PWS
3127
Pursuit Wealth Strategies
North Carolina
$213K +$1.29K +25 +0.6%
GSAM
3128
Grant Street Asset Management
Pennsylvania
$213K +$18.8K +364 +9%
SHWM
3129
Smith & Howard Wealth Management
Georgia
$213K – – –
BH
3130
Burk Holdings
Oklahoma
$213K – – –
TFG
3131
Taylor Financial Group
Virginia
$213K – – –
RCM
3132
Requisite Capital Management
Texas
$213K -$71.5K -1,386 -24%
SFS
3133
Security Financial Services
Indiana
$212K +$30K +581 +15%
PHWM
3134
Pine Harbor Wealth Management
Maryland
$212K – – –
CF
3135
Claris Financial
Virginia
$212K -$9.24K -179 -4%
MKW
3136
Mullaney, Keating & Wright
Connecticut
$212K +$52 +1 +0%
PIMG
3137
Patriot Investment Management Group
Tennessee
$211K +$103 +2 +0%
SWA
3138
Sightline Wealth Advisors
Connecticut
$211K – – –
PWA
3139
Pitcairn Wealth Advisors
Pennsylvania
$211K +$5.63K +109 +3%
RAM
3140
Readystate Asset Management
Illinois
$210K +$223K +4,315 New
MWA
3141
MN Wealth Advisors
Kansas
$210K +$222K +4,311 New
FA
3142
Financial Alternatives
California
$210K -$5.47K -106 -2%
BFA
3143
Brendel Financial Advisors
New Hampshire
$209K -$11.2K -217 -5%
GPW
3144
Gray Private Wealth
Massachusetts
$209K +$221K +4,289 New
KWMG
3145
King Wealth Management Group
Florida
$209K +$155 +3 +0.1%
TCFP
3146
Treasure Coast Financial Planning
Florida
$209K +$52 +1 +0%
BRWM
3147
Blue Rock Wealth Management
North Carolina
$208K +$8.26K +160 +4%
BIA
3148
Barry Investment Advisors
Massachusetts
$208K -$65.7K -1,274 -23%
WWMSC
3149
Wagner Wealth Management (South Carolina)
South Carolina
$208K +$413 +8 +0.2%
SDWIA
3150
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
124 125
126
127 128