We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1201
Ullmann Wealth Partners Group
Florida
$1.31M -$504K -18,271 -30%
KFA
1202
Kelleher Financial Advisors
New York
$1.3M -$138K -5,000 -10%
KTA
1203
Keeley-Teton Advisors
Illinois
$1.3M -$71.7K -2,600 -6%
PFS
1204
Prospera Financial Services
Texas
$1.3M -$431K -15,653 -27%
CHC
1205
City Holding Co
West Virginia
$1.3M +$12.1K +440 +1%
LWCFA
1206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M +$68.9K +2,500 +6%
CL
1207
CSS LLC
Illinois
$1.29M – – –
FAIM
1208
Financial Advocates Investment Management
Washington
$1.29M +$1.2M +43,598 New
HAG
1209
HighPoint Advisor Group
Illinois
$1.28M +$93.1K +3,379 +9%
RPG
1210
Risk Paradigm Group
Texas
$1.28M +$127K +4,614 +12%
APG
1211
Abacus Planning Group
South Carolina
$1.27M +$1.19M +43,017 New
FI
1212
Fosun International
China
$1.27M +$1.19M +43,000 New
RFS
1213
Rockefeller Financial Services
New York
$1.27M – – –
IWM
1214
IHT Wealth Management
Illinois
$1.26M +$691K +25,058 +150%
SFSG
1215
Stearns Financial Services Group
North Carolina
$1.26M +$14.6K +529 +1%
PAMG
1216
Patton Albertson Miller Group
Tennessee
$1.23M -$41K -1,488 -3%
PCA
1217
PL Capital Advisors
Florida
$1.23M – – –
SBH
1218
Segall Bryant & Hamill
Illinois
$1.23M +$11.9K +433 +1%
MMG
1219
Monetary Management Group
Missouri
$1.22M +$20.7K +750 +2%
TCOV
1220
Trust Company of Vermont
Vermont
$1.22M +$30.1K +1,093 +3%
SFA
1221
Sequoia Financial Advisors
Ohio
$1.22M +$36.7K +1,331 +3%
WG
1222
Winton Group
United Kingdom
$1.22M -$1.11M -40,392 -50%
ICM
1223
IMS Capital Management
Oregon
$1.21M +$331 +12 +0%
RP
1224
Rice Partnership
Hawaii
$1.21M +$1.13M +41,105 New
LOAMS
1225
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M -$386K -14,019 -26%
47 48
49
50 51