We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
3201
Cornerstone Financial Management
Massachusetts
$222K +$16.2K +304 +8%
MIM
3202
Meixler Investment Management
Arizona
$222K +$207K +3,900 New
TCM
3203
Telos Capital Management
California
$222K +$207K +3,898 New
WSWA
3204
Warren Street Wealth Advisors
California
$221K +$206K +3,877 New
SFG
3205
Sunburst Financial Group
Alabama
$221K +$206K +3,874 New
NMCM
3206
Nicholson Meyer Capital Management
Missouri
$220K +$206K +3,867 New
APW
3207
Allied Private Wealth
Florida
$220K +$201K +3,776 New
OSNBOA
3208
Old Second National Bank of Aurora
Illinois
$220K – – –
IAG
3209
Investmark Advisory Group
Connecticut
$220K +$205K +3,858 New
TW
3210
ticino wealth
California
$219K +$205K +3,850 New
CWA
3211
Crux Wealth Advisors
California
$219K +$205K +3,850 New
EWA
3212
Encompass Wealth Advisors
Oregon
$219K +$205K +3,847 New
FPH
3213
Financial Planning Hawaii
Hawaii
$217K +$203K +3,817 New
AGC
3214
August Group Capital
$217K +$203K +3,811 New
LWPC
3215
Legacy Wealth Partners (Colorado)
Colorado
$217K +$202K +3,807 New
CNB
3216
Camden National Bank
Maine
$217K +$202K +3,800 New
RHP
3217
Royal Harbor Partners
Texas
$216K +$202K +3,795 New
PFG
3218
Prospect Financial Group
Virginia
$216K +$202K +3,789 New
OC
3219
Optima Capital
Oregon
$216K +$201K +3,787 New
MA
3220
Modus Advisors
Minnesota
$216K +$201K +3,785 New
RIG
3221
Renaissance Investment Group
Massachusetts
$216K +$201K +3,784 New
EG
3222
Ellerson Group
Maryland
$215K +$201K +3,780 New
TFS
3223
Targeted Financial Services
Florida
$215K +$201K +3,773 New
VAM
3224
Verity Asset Management
North Carolina
$215K +$201K +3,773 New
EGWAG
3225
Elwood & Goetz Wealth Advisory Group
Georgia
$215K +$201K +3,773 New
127 128
129
130 131