We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
726
Carson Wealth (CWM LLC)
Nebraska
$4.86M +$430K +11,932 +8%
HW
727
Hancock Whitney
Mississippi
$4.86M -$35.2K -979 -0.6%
LCOV
728
London Company of Virginia
Virginia
$4.85M +$284K +7,881 +5%
HI
729
Hendershot Investments
Virginia
$4.84M
RWA
730
River Wealth Advisors
Pennsylvania
$4.83M +$224K +6,208 +4%
TWMP
731
Taylor Wealth Management Partners
Massachusetts
$4.83M -$340K -9,440 -6%
NRCM
732
North Reef Capital Management
California
$4.82M +$5.57M +154,800 New
AC
733
Asio Capital
Kentucky
$4.81M +$399K +11,075 +8%
HW
734
Hedeker Wealth
Illinois
$4.8M +$120K +3,341 +2%
BAM
735
Boyar Asset Management
New York
$4.8M -$220K -6,112 -4%
ZIG
736
Zuckerman Investment Group
Illinois
$4.79M +$248K +6,876 +5%
BCCM
737
Bridge Creek Capital Management
Massachusetts
$4.79M -$131K -3,651 -2%
ONB
738
Old National Bancorp
Indiana
$4.79M -$4.18M -116,150 -43%
EF
739
Empirical Finance
Pennsylvania
$4.79M +$281K +7,794 +5%
RIA
740
RPG Investment Advisory
California
$4.78M +$68.2K +1,895 +1%
JCM
741
Jacobi Capital Management
Pennsylvania
$4.78M +$226K +6,281 +4%
RIL
742
Rothschild Investment LLC
Illinois
$4.77M -$24.6K -682 -0.4%
HCM
743
Hollencrest Capital Management
California
$4.75M +$32.5K +904 +0.6%
GCM
744
Gibraltar Capital Management
Oklahoma
$4.72M +$508K +14,104 +10%
BS
745
Bessemer Securities
New York
$4.7M
LDB
746
Lee, Danner & Bass
Tennessee
$4.7M +$854K +23,720 +19%
AF
747
Alerus Financial
North Dakota
$4.66M -$3.71M -102,966 -41%
HAG
748
HighPoint Advisor Group
Illinois
$4.65M +$5.4M +150,080 New
WIC
749
Woodmont Investment Counsel
Tennessee
$4.65M +$143K +3,985 +3%
PFS
750
Prospera Financial Services
Texas
$4.64M +$163K +4,517 +3%