We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PJC
3301
Phillip James Consulting
Minnesota
$60K +$63.5K +1,231 New
CWM
3302
Cranbrook Wealth Management
Michigan
$58.3K – – –
BDL
3303
Banque de Luxembourg
Luxembourg
$57.9K -$47.3K -917 -44%
MWPCG
3304
Measured Wealth Private Client Group
New Hampshire
$56.6K – – –
PWM
3305
Proathlete Wealth Management
Florida
$56.1K – – –
ATC
3306
Advantage Trust Company
Kansas
$54.8K – – –
HWP
3307
Highline Wealth Partners
California
$54.3K +$16.1K +312 +39%
FMTCOCP
3308
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K – – –
SSG
3309
Summit Securities Group
New York
$53.2K -$5.94M -115,186 -99%
SIM
3310
Synergy Investment Management
Florida
$52.7K +$55.7K +1,080 New
DCM
3311
Davis Capital Management
Florida
$52.3K -$206 -4 -0.4%
APW
3312
Atlantic Private Wealth
North Carolina
$51.7K +$206 +4 +0.4%
CTB
3313
Country Trust Bank
Illinois
$51.1K -$9.19K -178 -15%
LA
3314
LM Advisors
California
$50.9K -$15.2K -294 -11%
HWM
3315
HighMark Wealth Management
Minnesota
$50.6K -$3.66K -71 -6%
AP
3316
Aspect Partners
Virginia
$50.1K -$9.65K -187 -15%
BFS
3317
Bare Financial Services
Pennsylvania
$50.1K +$11.7K +227 +28%
MAM
3318
Meeder Asset Management
Ohio
$50.1K -$17.4K -338 -25%
MGI
3319
Miller Global Investments
Texas
$49.9K +$52.8K +1,024 New
PCTC
3320
Perkins Coie Trust Company
Washington
$49.6K – – –
EC
3321
Elequin Capital
New York
$49.4K +$45.2K +875 +629%
AWA
3322
Acumen Wealth Advisors
Tennessee
$49.4K – – –
3FI
3323
3 Factor Indexing
California
$49K +$51.9K +1,006 New
WPWM
3324
Western Pacific Wealth Management
Illinois
$48.9K – – –
FCT
3325
First Community Trust
Iowa
$48.8K – – –
131 132
133
134 135