We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
Marshwinds Advisory
Georgia
$816K -$280K -17,012 -26%
SFSG
927
Stearns Financial Services Group
North Carolina
$813K +$148 +9 +0%
WPC
928
White Pine Capital
Minnesota
$812K -$298K -18,100 -28%
HT
929
HighTower Trust
Texas
$812K -$167K -10,157 -18%
CDH
930
Charles D. Hyman
$811K – – –
CTA
931
Colonial Trust Advisors
South Carolina
$804K +$14.8K +901 +2%
KBG
932
Kahn Brothers Group
New York
$802K -$45.7K -2,775 -6%
OPCM
933
Osborne Partners Capital Management
California
$800K -$319K -19,362 -29%
HH
934
Hilltop Holdings
Texas
$797K -$1.37K -83 -0.2%
DCM
935
Donaldson Capital Management
Indiana
$790K – – –
NFG
936
Next Financial Group
Texas
$785K -$95.3K -5,785 -11%
GLI
937
Guardian Life Insurance
New York
$783K – – –
GA
938
Geneva Advisors
Illinois
$778K -$71K -4,307 -9%
SIM
939
SSI Investment Management
California
$774K -$90.3K -5,479 -11%
TIM
940
TBP Investments Management
Texas
$766K +$247K +15,000 +50%
PFS
941
Prospera Financial Services
Texas
$759K -$667K -40,472 -46%
CWP
942
Capital Wealth Planning
Florida
$758K -$485K -29,400 -40%
GWM
943
Gupta Wealth Management
California
$755K -$258K -15,633 -26%
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$751K -$170K -10,292 -19%
AGA
945
Accuvest Global Advisors
Utah
$749K – – –
BAM
946
Burnham Asset Management
New York
$748K -$1.34M -81,300 -65%
GIA
947
Guyasuta Investment Advisors
Pennsylvania
$745K +$722K +43,810 New
SAM
948
SignalPoint Asset Management
Missouri
$741K – – –
FANJ
949
Financial Architects (New Jersey)
New Jersey
$737K -$31K -1,882 -4%
SFT
950
Simmons First Trust
Arkansas
$737K +$241K +14,653 +51%
36 37
38
39 40