We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1051
Umpqua Bank
Oregon
$3.27M +$195K +4,377 +6%
PWCM
1052
Processus Wealth & Capital Management
Tennessee
$3.23M +$34.3K +769 +1%
CCA
1053
Checchi Capital Advisers
California
$3.22M +$134K +3,012 +4%
PA
1054
Procyon Advisors
Connecticut
$3.21M +$847K +18,998 +33%
SWP
1055
Sagespring Wealth Partners
Tennessee
$3.21M +$298K +6,694 +10%
TAM
1056
Trust Asset Management
Texas
$3.21M -$136K -3,056 -4%
HSA
1057
HBK Sorce Advisory
Pennsylvania
$3.2M +$170K +3,821 +5%
SCP
1058
Shorepoint Capital Partners
Massachusetts
$3.2M +$42K +943 +1%
SAG
1059
SageView Advisory Group
California
$3.18M +$276K +6,203 +9%
ICP
1060
Ironvine Capital Partners
Nebraska
$3.18M – – –
BCM
1061
Bayesian Capital Management
New York
$3.15M +$3.36M +75,400 New
WAAG
1062
Wealth Alliance Advisory Group
Kansas
$3.13M -$312K -6,998 -9%
PTC
1063
Private Trust Company
Ohio
$3.12M -$94.8K -2,128 -3%
SBIA
1064
Sheaff Brock Investment Advisors
Indiana
$3.12M -$178 -4 -0%
SVWAG
1065
Sound View Wealth Advisors Group
Georgia
$3.12M +$161K +3,624 +5%
CRIG
1066
Charter Research & Investment Group
Connecticut
$3.09M +$22.3K +500 +0.7%
SACTSONJ
1067
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.09M – – –
SWM
1068
Spire Wealth Management
Virginia
$3.08M +$150K +3,371 +5%
EWM
1069
Evercore Wealth Management
New York
$3.08M -$585K -13,129 -15%
SAM
1070
Smartleaf Asset Management
Massachusetts
$3.08M +$372K +8,351 +13%
TBA
1071
Tower Bridge Advisors
Pennsylvania
$3.07M +$48K +1,078 +1%
PNC
1072
Park National Corp
Ohio
$3.07M -$301K -6,744 -8%
MSFS
1073
Main Street Financial Solutions
Pennsylvania
$3.06M -$43.2K -970 -1%
BB
1074
Berkshire Bank
Massachusetts
$3.05M -$43.4K -975 -1%
HIC
1075
Holderness Investments Company
North Carolina
$3.03M +$6.86K +154 +0.2%
41 42
43
44 45