We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1101
Wealthcare Advisory Partners
Pennsylvania
$4.01M +$166K +3,147 +5%
SWM
1102
Shrier Wealth Management
California
$3.99M +$3.83M +72,486 New
SIC
1103
Samalin Investment Counsel
New York
$3.98M +$39.9K +754 +1%
NHC
1104
Nicholas Hoffman & Company
Georgia
$3.97M – – –
PA
1105
Profund Advisors
Maryland
$3.97M -$1.06M -20,049 -22%
BTI
1106
Blue Trust Inc
Georgia
$3.95M -$187K -3,547 -5%
GIM
1107
Generali Investments Management
Slovenia
$3.95M -$267K -5,055 -7%
LFG
1108
Larson Financial Group
Missouri
$3.94M +$382K +7,235 +11%
KF
1109
Krilogy Financial
Missouri
$3.94M +$428K +8,088 +12%
FRA
1110
Frank Rimerman Advisors
California
$3.94M +$9.73K +184 +0.3%
OWIM
1111
Old West Investment Management
California
$3.92M – – –
TW
1112
TritonPoint Wealth
Maryland
$3.92M -$181K -3,420 -5%
FBFS
1113
First Business Financial Services
Wisconsin
$3.92M +$86.8K +1,643 +2%
DCM
1114
Delta Capital Management
New Jersey
$3.92M -$646K -12,230 -15%
SS
1115
SBI Securities
Japan
$3.91M -$66.6K -1,259 -2%
GSEP
1116
Golden State Equity Partners
California
$3.91M +$58.1K +1,100 +2%
CRIG
1117
Charter Research & Investment Group
Connecticut
$3.89M -$27.9K -527 -0.7%
HZ
1118
Hixon Zuercher
Ohio
$3.89M -$102K -1,937 -3%
GIM
1119
Guardian Investment Management
California
$3.88M -$26.2K -495 -0.7%
CCA
1120
Checchi Capital Advisers
California
$3.88M +$4.44K +84 +0.1%
BAM
1121
Belpointe Asset Management
Nevada
$3.87M +$676K +12,796 +22%
MNBTD
1122
Moody National Bank Trust Division
Texas
$3.87M -$1.64M -30,989 -31%
SVWAG
1123
Sound View Wealth Advisors Group
Georgia
$3.87M -$84.2K -1,593 -2%
CCT
1124
Chemung Canal Trust
New York
$3.85M +$36.4K +688 +1%
PAM
1125
Paradigm Asset Management
New York
$3.85M -$211K -4,000 -5%
43 44
45
46 47