We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CF
1201
Centaurus Financial
California
$2.68M -$63.4K -1,228 -2%
FWP
1202
FAS Wealth Partners
Kansas
$2.68M -$66.3K -1,284 -2%
LFA
1203
Legacy Financial Advisors
Kentucky
$2.67M -$131K -2,529 -4%
GIM
1204
Guardian Investment Management
California
$2.67M -$814K -15,780 -22%
NDSI
1205
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M -$20.9K -405 -0.7%
QWM
1206
Quadcap Wealth Management
Texas
$2.66M -$29.3K -567 -1%
IQI
1207
Integrated Quantitative Investments
Washington
$2.66M +$2.81M +54,527 New
BAM
1208
Belpointe Asset Management
Nevada
$2.65M -$829K -16,057 -23%
HCP
1209
Hexagon Capital Partners
Arkansas
$2.64M -$29.6K -574 -1%
FAM
1210
Fulcrum Asset Management
United Kingdom
$2.64M +$97.5K +1,889 +3%
OL
1211
one8zero8 LLC
North Carolina
$2.64M -$30.3K -588 -1%
TCM
1212
Twin Capital Management
Pennsylvania
$2.64M +$531K +10,295 +23%
AWA
1213
Arete Wealth Advisors
Illinois
$2.64M -$42.4K -821 -1%
BEW
1214
Burton Enright Welch
California
$2.63M -$179K -3,460 -6%
UWPG
1215
Ullmann Wealth Partners Group
Florida
$2.63M +$106K +2,057 +4%
SWA
1216
Stratos Wealth Advisors
Ohio
$2.63M +$247K +4,782 +10%
BONH
1217
Bank of New Hampshire
New Hampshire
$2.62M +$16.3K +316 +0.6%
HWA
1218
HCR Wealth Advisors
California
$2.62M -$7.89K -153 -0.3%
TCA
1219
Transcend Capital Advisors
New Jersey
$2.62M +$6.35K +123 +0.2%
CT
1220
Coastline Trust
Rhode Island
$2.61M -$79.4K -1,538 -3%
PSB
1221
Piscataqua Savings Bank
New Hampshire
$2.61M -$12.1K -234 -0.4%
VRM
1222
Vectors Research Management
New York
$2.61M +$34.3K +665 +1%
AC
1223
Apella Capital
Connecticut
$2.6M +$1.55M +29,974 +164%
PMWMG
1224
Parr McKnight Wealth Management Group
Minnesota
$2.59M +$2.75M +53,216 New
PPW
1225
Pasadena Private Wealth
California
$2.59M +$1.86K +36 +0.1%