We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
801
Level Four Advisory Services
Texas
$4.69M +$207K +6,042 +5%
ACM
802
Altrius Capital Management
North Carolina
$4.68M +$301K +8,774 +8%
SCM
803
SOL Capital Management
Maryland
$4.68M -$244K -7,120 -5%
MCM
804
Mengis Capital Management
Oregon
$4.68M +$520K +15,154 +14%
PP
805
Paloma Partners
Connecticut
$4.66M +$4.22M +122,974 New
DIA
806
Dana Investment Advisors
Wisconsin
$4.66M +$110K +3,215 +3%
SAM
807
Sompo Asset Management
Japan
$4.61M +$651K +18,960 +18%
CCT
808
Chemung Canal Trust
New York
$4.58M +$4.15M +120,878 New
LPT
809
Legacy Private Trust
Wisconsin
$4.55M +$114K +3,317 +3%
WBC
810
Westpac Banking Corp
Australia
$4.53M +$648K +18,874 +19%
WANY
811
Wealthspire Advisors (New York)
New York
$4.51M +$44.2K +1,287 +1%
DEA
812
DoubleLine ETF Adviser
Florida
$4.5M +$131K +3,802 +3%
GWM
813
Graybill Wealth Management
Illinois
$4.48M +$70.4K +2,050 +2%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$4.47M +$186K +5,417 +5%
CTA
815
Chesley Taft & Associates
Illinois
$4.47M -$262K -7,635 -6%
GCC
816
Game Creek Capital
Massachusetts
$4.47M +$249K +7,250 +7%
AWM
817
Avior Wealth Management
Nebraska
$4.46M +$890K +25,923 +28%
CWM
818
Concentric Wealth Management
California
$4.46M -$33.7K -981 -0.8%
AP
819
Americana Partners
Texas
$4.46M +$517K +15,070 +15%
CFLC
820
California First Leasing Corp
California
$4.46M – – –
TCOV
821
Trust Company of Vermont
Vermont
$4.45M -$43.7K -1,273 -1%
AWM
822
Angeles Wealth Management
California
$4.45M +$85.5K +2,490 +2%
DS
823
DRW Securities
Illinois
$4.44M +$1.37M +40,033 +52%
BCFD
824
Boit C.F. David
$4.43M – – –
CI
825
Conning Inc
Connecticut
$4.43M -$33.9M -988,206 -89%
31 32
33
34 35