We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3726
Magnolia Wealth Management
Alabama
– -$37.8K -776 Closed
VA
3727
Valor Advisors
Florida
– -$40.3K -733 Closed
IWS
3728
Intentional Wealth Strategies
Colorado
– -$28.8K -590 Closed
CPL
3729
Capital & Planning LLC
Georgia
– -$24K -493 Closed
CAM
3730
Clarity Asset Management
Iowa
– -$23.3K -478 Closed
LWMI
3731
Legacy Wealth Management (Idaho)
Idaho
– -$22.8K -468 Closed
GWSA
3732
Global Wealth Strategies & Associates
Colorado
– -$22.2K -455 Closed
WPA
3733
Wealth Preservation Advisors
Tennessee
– -$17.1K -350 Closed
CFG
3734
Clayton Financial Group
Missouri
– -$16.8K -344 Closed
MWA
3735
Merkkuri Wealth Advisors
New York
– -$10.8K -222 Closed
TLCM
3736
Twin Lakes Capital Management
California
– -$9.75K -200 Closed
TFG
3737
Team Financial Group
California
– -$9.5K -195 Closed
LFA
3738
LGT Financial Advisors
Texas
– -$8.61K -177 Closed
MCRM
3739
Midway Capital Research & Management
Illinois
– -$7.31K -150 Closed
UFF
3740
USA Financial Formulas
Michigan
– -$7.21K -148 Closed
BA
3741
Bard Associates
Illinois
– -$7.07K -145 Closed
WCM
3742
Westend Capital Management
California
– -$6.09K -125 Closed
SC
3743
Swan Capital
Florida
– -$4.88K -100 Closed
TWM
3744
TopTier Wealth Management
Wisconsin
– -$3.07K -63 Closed
RF
3745
RetireMitten Financial
Michigan
– -$3.02K -62 Closed
OWP
3746
ORG Wealth Partners
Texas
– -$780 -16 Closed
EA
3747
Evergreen Advisors
Tennessee
– -$261 -5 Closed