We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3301
Peck Wealth Management
New York
$68.3K -$7.74K -150 -10%
Q1WB
3302
Quest 10 Wealth Builders
Virginia
$68.1K +$16.5K +319 +30%
OW
3303
Olistico Wealth
Oklahoma
$67.9K – – –
PUI
3304
Purpose Unlimited Inc
$65.4K +$8.36K +162 +14%
KG
3305
Kilter Group
New York
$64.3K +$2.84K +55 +4%
TSMHT
3306
Thurston Springer Miller Herd & Titak
Indiana
$63.4K -$94.1K -1,823 -58%
HNW
3307
High Note Wealth
Minnesota
$63.3K +$103 +2 +0.2%
BL
3308
Balentine LLC
Georgia
$63.1K +$1.39K +27 +2%
MCA
3309
McGuire Capital Advisors
Oklahoma
$62.8K +$2.12K +41 +3%
1CP
3310
1015 Capital Partners
Pennsylvania
$61.7K +$206 +4 +0.3%
LAM
3311
LOM Asset Management
$60.9K – – –
PJC
3312
Phillip James Consulting
Minnesota
$60K +$63.5K +1,231 New
CWM
3313
Cranbrook Wealth Management
Michigan
$58.3K – – –
BDL
3314
Banque de Luxembourg
Luxembourg
$57.9K -$47.3K -917 -44%
MWPCG
3315
Measured Wealth Private Client Group
New Hampshire
$56.6K – – –
PWM
3316
Proathlete Wealth Management
Florida
$56.1K – – –
ATC
3317
Advantage Trust Company
Kansas
$54.8K – – –
HWP
3318
Highline Wealth Partners
California
$54.3K +$16.1K +312 +39%
FMTCOCP
3319
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K – – –
SSG
3320
Summit Securities Group
New York
$53.2K -$5.94M -115,186 -99%
SIM
3321
Synergy Investment Management
Florida
$52.7K +$55.7K +1,080 New
DCM
3322
Davis Capital Management
Florida
$52.3K -$206 -4 -0.4%
APW
3323
Atlantic Private Wealth
North Carolina
$51.7K +$206 +4 +0.4%
CTB
3324
Country Trust Bank
Illinois
$51.1K -$9.19K -178 -15%
LA
3325
LM Advisors
California
$50.9K -$15.2K -294 -11%
131 132
133
134 135