We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
3251
PFG Private Wealth Management
Florida
$4.29K – – –
LIS
3252
Legacy Investment Solutions
Idaho
$4.22K – – –
LWMI
3253
Legacy Wealth Management (Idaho)
Idaho
$4.22K – – –
CFS
3254
CGC Financial Services
Oregon
$3.87K +$3.87K +88 New
LG
3255
LAM Group
Oregon
$3.78K – – –
CAM
3256
Costello Asset Management
Pennsylvania
$3.55K – – –
SIS
3257
Strategic Investment Solutions
Illinois
$3.37K – – –
RBC
3258
Roble Belko & Company
Pennsylvania
$3K – – –
WA
3259
WestEnd Advisors
North Carolina
$2.94K +$660 +15 +29%
VWM
3260
Valley Wealth Managers
New Jersey
$2.81K -$66K -1,500 -96%
CAM
3261
Chesapeake Asset Management
New York
$2.64K +$220 +5 +9%
BHWM
3262
Bay Harbor Wealth Management
Maryland
$2.59K – – –
ORAM
3263
One River Asset Management
Connecticut
$2.59K +$2.6K +59 New
AAG
3264
Accordant Advisory Group
Maryland
$2.37K – – –
CPL
3265
Capital & Planning LLC
Georgia
$2.25K +$2.24K +51 New
Parallax Volatility Advisers
3266
Parallax Volatility Advisers
California
$2.11K -$50.6K -1,150 -96%
OAJ
3267
Ogorek Anthony Joseph
New York
$2K +$44 +1 +2%
SMAM
3268
Sugar Maple Asset Management
Wisconsin
$1.98K +$1.98K +45 New
RF
3269
Robinswood Financial
Washington
$1.54K – – –
CAM
3270
Creekmur Asset Management
Illinois
$1.41K – – –
SWC
3271
Spectrum Wealth Counsel
Indiana
$1.32K – – –
EC
3272
Elequin Capital
New York
$967 +$968 +22 New
DWA
3273
Delos Wealth Advisors
Texas
$958 – – –
NS
3274
NBC Securities
Alabama
$811 -$944K -21,458 -100%
EPW
3275
Evergreen Private Wealth
Colorado
$571 – – –