We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$5.94M +$106K +3,078 +2%
LM
727
Lincluden Management
Ontario, Canada
$5.92M -$67.8K -1,974 -1%
SIM
728
Stratos Investment Management
Ohio
$5.91M -$134K -3,912 -2%
GCM
729
Gibraltar Capital Management
Oklahoma
$5.9M -$486K -14,144 -8%
SA
730
SpiderRock Advisors
Delaware
$5.9M +$5.62M +163,797 New
FTDI
731
First Trust Direct Indexing
Massachusetts
$5.87M +$513K +14,951 +11%
TCM
732
Twin Capital Management
Pennsylvania
$5.87M -$1.8M -52,378 -25%
MIC
733
Means Investment Company
Maine
$5.81M -$421K -12,255 -7%
AI
734
Atom Investors
Texas
$5.81M +$2.65M +77,162 +102%
RDWM
735
Red Door Wealth Management
Tennessee
$5.8M +$181K +5,271 +4%
SCA
736
Snowden Capital Advisors
New York
$5.74M +$891K +25,951 +21%
BA
737
Baugh & Associates
Georgia
$5.71M -$6.04K -176 -0.1%
SW
738
SVB Wealth
Massachusetts
$5.69M -$206 -6 -0%
PAMG
739
Patton Albertson Miller Group
Tennessee
$5.65M +$538K +15,658 +12%
SWM
740
Sendero Wealth Management
Texas
$5.64M +$3M +87,325 +142%
CWM
741
Congress Wealth Management
Massachusetts
$5.62M -$919K -26,782 -15%
BCCM
742
Black Cypress Capital Management
Florida
$5.61M +$5.08M +147,985 New
CFD
743
Creative Financial Designs
Indiana
$5.58M -$57.2K -1,666 -1%
BFG
744
Bleakley Financial Group
New Jersey
$5.55M +$269K +7,828 +6%
CIA
745
Concurrent Investment Advisors
Florida
$5.54M +$183K +5,337 +4%
AC
746
Aldebaran Capital
Indiana
$5.53M -$202K -5,870 -4%
GT
747
Greenleaf Trust
Michigan
$5.5M +$272K +7,935 +6%
FMWA
748
Forvis Mazars Wealth Advisors
Missouri
$5.5M +$151K +4,392 +3%
IPW
749
Inlet Private Wealth
Florida
$5.5M -$6.87K -200 -0.1%
HCA
750
Harbor Capital Advisors
Illinois
$5.46M +$1.18M +34,349 +31%
28 29
30
31 32