We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
826
Focus Partners Advisor Solutions
Missouri
$6.26M -$318K -6,172 -5%
KWM
827
Kingsview Wealth Management
Oregon
$6.26M +$519K +10,051 +8%
EFMC
828
Empire Financial Management Company
New York
$6.25M -$536K -10,383 -7%
HI
829
Hoey Investments
Pennsylvania
$6.22M -$117K -2,263 -2%
SAM
830
Socorro Asset Management
Texas
$6.22M -$1.28M -24,809 -16%
AG
831
Ascent Group
Virginia
$6.21M -$245K -4,743 -4%
PMSA
832
Patrick M. Sweeney & Associates
Illinois
$6.19M +$5.57K +108 +0.1%
OIA
833
OneDigital Investment Advisors
Kansas
$6.19M -$533K -10,338 -8%
BJL
834
Brighton Jones LLC
Washington
$6.19M -$335K -6,490 -5%
CAAS
835
Capital Asset Advisory Services
Michigan
$6.17M +$585K +11,342 +11%
FNFDCM
836
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.17M +$4.84M +93,820 +286%
BCM
837
Bretton Capital Management
California
$6.14M – – –
MC
838
Moors & Cabot
Massachusetts
$6.1M -$505K -9,795 -7%
APSI
839
Asset Planning Services Inc
Louisiana
$6.1M +$108K +2,100 +2%
VCM
840
Vision Capital Management
Oregon
$6.08M +$1.02M +19,728 +19%
MPIM
841
McGinn Penninger Investment Management
Virginia
$6.07M -$402K -7,799 -6%
GCM
842
Gibraltar Capital Management
Oklahoma
$6.04M +$115K +2,223 +2%
BFIC
843
Bedell Frazier Investment Counselling
California
$6.02M -$26.4K -512 -0.4%
TE
844
Tema ETFs
New York
$6.01M +$32.9K +637 +0.5%
MIM
845
Montgomery Investment Management
Maryland
$6M +$46.6K +904 +0.7%
TSW
846
Thompson Siegel & Walmsley
Virginia
$5.99M -$562K -10,894 -8%
HIIFS
847
Harel Insurance Investments & Financial Services
Israel
$5.97M -$65.6M -1,270,715 -91%
SFM
848
Signet Financial Management
New Jersey
$5.97M -$46.9K -908 -0.7%
WPP
849
Whalerock Point Partners
Rhode Island
$5.95M -$155K -2,997 -2%
WTC
850
WhitTier Trust Company
Nevada
$5.92M +$397K +7,699 +7%
32 33
34
35 36