We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1226
Kennedy Investment Group
New Jersey
$2.67M -$62.8K -1,288 -2%
RA
1227
Ransom Advisory
Rhode Island
$2.66M -$25.6K -525 -1%
HCM
1228
Howard Capital Management
Georgia
$2.66M +$209K +4,284 +9%
SAM
1229
Secure Asset Management
Michigan
$2.65M +$279K +5,726 +12%
EWM
1230
Evercore Wealth Management
New York
$2.65M +$112K +2,290 +5%
GF
1231
Gries Financial
Ohio
$2.65M +$93.8K +1,923 +4%
CA
1232
Cumberland Advisors
Florida
$2.64M
UWPG
1233
Ullmann Wealth Partners Group
Florida
$2.64M -$97.6K -2,000 -4%
CGL
1234
Clarius Group LLC
Washington
$2.63M -$1.24M -25,430 -33%
DACS
1235
Dymon Asia Capital (Singapore)
Singapore
$2.63M +$634K +13,000 +34%
A
1236
AlphaQuest
New York
$2.63M +$2.49M +50,985 New
IBOK
1237
Independence Bank of Kentucky
Kentucky
$2.63M -$19.1K -391 -0.8%
PA
1238
Probity Advisors
Texas
$2.62M -$69.7K -1,429 -3%
CSIC
1239
Clifford Swan Investment Counsel
California
$2.62M -$49 -1 -0%
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$2.62M +$849K +17,394 +52%
3IP
1241
3Chopt Investment Partners
Virginia
$2.62M -$18.3K -376 -0.7%
OIS
1242
Okabena Investment Services
Minnesota
$2.61M +$1.17M +23,997 +90%
MIM
1243
MTM Investment Management
South Carolina
$2.61M +$27.8K +569 +1%
GWANC
1244
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M +$98 +2 +0%
AA
1245
Altman Advisors
Illinois
$2.58M +$2.88K +59 +0.1%
CAM
1246
Chou Associates Management
Ontario, Canada
$2.58M
LWM
1247
Lodestone Wealth Management
Washington
$2.57M -$1.66M -34,115 -41%
NL
1248
NVWM LLC
Pennsylvania
$2.56M -$15.7K -322 -0.6%
GCM
1249
Graham Capital Management
Connecticut
$2.56M -$6.74M -138,239 -74%
Fayez Sarofim & Co
1250
Fayez Sarofim & Co
Texas
$2.56M -$7.46K -153 -0.3%