We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1101
Private Trust Company
Ohio
$3.42M -$454K -9,298 -12%
FA
1102
Fiduciary Alliance
South Carolina
$3.41M -$35K -718 -1%
ISWM
1103
Independent Solutions Wealth Management
New York
$3.39M +$230K +4,712 +8%
LWMM
1104
Legacy Wealth Management (Mississippi)
Mississippi
$3.38M -$549K -11,251 -15%
SCM
1105
Sterling Capital Management
North Carolina
$3.37M -$215K -4,409 -6%
AP
1106
Americana Partners
Texas
$3.37M +$556K +11,402 +21%
GJWM
1107
Gilliland Jeter Wealth Management
Arkansas
$3.36M +$2.29K +47 +0.1%
MHS
1108
M Holdings Securities
Oregon
$3.36M +$3.17M +65,057 New
WBC
1109
West Branch Capital
Massachusetts
$3.35M +$113K +2,314 +4%
LFA
1110
Legacy Financial Advisors
Kentucky
$3.34M +$112K +2,304 +4%
CWM
1111
Cornerstone Wealth Management
Missouri
$3.34M +$66.9K +1,371 +2%
NB
1112
NBT Bank
New York
$3.34M -$157K -3,220 -5%
SW
1113
SVB Wealth
Massachusetts
$3.34M -$74K -1,516 -2%
LFG
1114
Larson Financial Group
Missouri
$3.33M +$251K +5,136 +9%
KLCM
1115
KG&L Capital Management
Louisiana
$3.32M -$2.03M -41,525 -39%
AF
1116
Alerus Financial
North Dakota
$3.32M -$1.05M -21,452 -25%
KCM
1117
Kempner Capital Management
Texas
$3.32M -$3.41M -69,995 -52%
TCA
1118
Transcend Capital Advisors
New Jersey
$3.31M +$71.9K +1,473 +2%
GAG
1119
GM Advisory Group
New York
$3.31M -$59.8K -1,225 -2%
VA
1120
VestGen Advisors
Illinois
$3.3M +$554K +11,362 +22%
PG
1121
Patten Group
Tennessee
$3.28M -$9.51K -195 -0.3%
CT
1122
Caldwell Trust
Florida
$3.28M +$62.1K +1,273 +2%
BO
1123
Bank OZK
Arkansas
$3.28M -$3.95K -81 -0.1%
RBA
1124
Richard Bernstein Advisors
New York
$3.24M -$2.77M -56,684 -47%
CM
1125
Capula Management
Cayman Islands
$3.23M +$2.79M +57,094 +1,021%
43 44
45
46 47