We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3176
FSA Advisors
Michigan
$229K -$21.6K -406 -9%
FS
3177
Financial Symmetry
North Carolina
$229K +$213K +4,011 New
KWM
3178
Kaydan Wealth Management
Michigan
$228K +$213K +4,005 New
GFWA
3179
Grey Fox Wealth Advisors
Delaware
$227K +$212K +3,992 New
RGC
3180
Roberts, Glore & Co
Illinois
$227K +$212K +3,990 New
CIS
3181
Continental Investors Services
Washington
$227K +$191K +3,589 New
VIP
3182
Value Investment Professionals
New York
$227K +$212K +3,985 New
GBWM
3183
Granite Bay Wealth Management
New Hampshire
$227K +$212K +3,990 New
ADBIC
3184
A.D. Beadell Investment Counsel
Wisconsin
$227K +$213K +4,000 New
SDWMA
3185
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K +$212K +3,982 New
HTIM
3186
Harbour Trust & Investment Management
Indiana
$227K +$212K +3,982 New
TF
3187
Tenzing Financial
Virginia
$227K +$1.22K +23 +0.6%
XPN
3188
XY Planning Network
Montana
$227K +$212K +3,978 New
KFS
3189
Kaizen Financial Strategies
California
$226K +$2.5K +47 +1%
FWM
3190
Foguth Wealth Management
Michigan
$226K -$33.2K -625 -14%
MTC
3191
McDaniel Terry & Co
Texas
$226K +$211K +3,965 New
LT
3192
Legacy Trust
Michigan
$226K +$211K +3,962 New
AIS
3193
AM Investment Strategies
Tennessee
$225K +$210K +3,941 New
CCAL
3194
City Center Advisors LLC
Michigan
$225K +$210K +3,943 New
QA
3195
Quattro Advisors
Pennsylvania
$225K +$210K +3,940 New
FWM
3196
FMA Wealth Management
Massachusetts
$224K +$209K +3,932 New
WAM
3197
Winslow Asset Management
Ohio
$224K +$209K +3,930 New
MCM
3198
McRae Capital Management
New Jersey
$224K +$209K +3,925 New
CB
3199
Chris Bulman
California
$223K +$208K +3,905 New
IP
3200
Isthmus Partners
Wisconsin
$222K +$208K +3,902 New
126 127
128
129 130