We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
726
Icon Wealth Partners
Texas
$4.55M +$5.25M +159,063 New
RIA
727
RPG Investment Advisory
California
$4.54M +$143K +4,318 +3%
SCM
728
SOL Capital Management
Maryland
$4.54M – – –
BFM
729
Boston Financial Management
Massachusetts
$4.53M +$69.8K +2,114 +1%
E
730
Ergoteles
New York
$4.53M +$5.23M +158,333 New
KCM
731
Kempner Capital Management
Texas
$4.52M – – –
CWM
732
Congress Wealth Management
Massachusetts
$4.52M +$707K +21,408 +16%
SFG
733
SevenBridge Financial Group
Pennsylvania
$4.51M -$1.06K -32 -0%
RIL
734
Rothschild Investment LLC
Illinois
$4.5M +$164K +4,968 +3%
IPW
735
Inlet Private Wealth
Florida
$4.5M -$80.9K -2,450 -2%
VCM
736
Viewpoint Capital Management
Washington
$4.49M -$56.4K -1,710 -1%
HFS
737
Hantz Financial Services
Michigan
$4.48M -$8.24M -249,586 -61%
SIM
738
Stratos Investment Management
Ohio
$4.44M +$109K +3,287 +2%
CCM
739
Check Capital Management
California
$4.39M +$1.18M +35,796 +30%
AIM
740
Avity Investment Management
Connecticut
$4.38M +$353K +10,704 +8%
MI
741
M3F Inc
Utah
$4.38M +$5.05M +153,000 New
AC
742
Aldebaran Capital
Indiana
$4.37M -$3.96K -120 -0.1%
ICP
743
Ironvine Capital Partners
Nebraska
$4.37M -$2.33M -70,571 -32%
BAAM
744
Baker Avenue Asset Management
California
$4.36M +$374K +11,319 +8%
TCOV
745
Trust Company of Vermont
Vermont
$4.36M -$223K -6,752 -4%
BFG
746
Bleakley Financial Group
New Jersey
$4.34M -$436K -13,195 -8%
CCT
747
Chemung Canal Trust
New York
$4.33M +$543K +16,447 +12%
LPT
748
Legacy Private Trust
Wisconsin
$4.33M -$21.5K -650 -0.4%
HW
749
Hedeker Wealth
Illinois
$4.33M -$41.2K -1,249 -0.8%
HIC
750
Harbor Island Capital
Massachusetts
$4.32M +$719K +21,770 +17%
28 29
30
31 32