We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1276
Lake Street Private Wealth
Illinois
$915K -$358K -15,150 -28%
FANJ
1277
Financial Architects (New Jersey)
New Jersey
$913K -$5.03K -213 -0.6%
OPTFSNA
1278
Old Point Trust & Financial Services N A
Virginia
$911K -$2.36K -100 -0.3%
CIM
1279
CIM Investment Management
Pennsylvania
$906K
EGA
1280
E&G Advisors
Texas
$906K
LWM
1281
Loveless Wealth Management
Montana
$905K +$130K +5,501 +17%
BCM
1282
Brookmont Capital Management
Texas
$905K +$900K +38,103 New
MCG
1283
Meru Capital Group
New York
$903K -$2.79M -118,000 -76%
CMO
1284
Covenant Multifamily Offices
Texas
$902K +$340K +14,410 +61%
SC
1285
Schulhoff & Co
Ohio
$900K -$106K -4,470 -11%
BEC
1286
Blue Edge Capital
Virginia
$899K +$43.7K +1,850 +5%
SVWAG
1287
Sound View Wealth Advisors Group
Georgia
$897K +$49.6K +2,099 +6%
RWA
1288
Ropes Wealth Advisors
Massachusetts
$896K -$174K -7,360 -16%
CAM
1289
Covenant Asset Management
New Jersey
$895K -$6.85K -290 -0.8%
IC
1290
Intersect Capital
California
$895K +$10.6K +450 +1%
Credit Agricole
1291
Credit Agricole
France
$892K -$10.6K -448 -1%
CPO
1292
Cerity Partners OCIO
New York
$890K +$203K +8,596 +30%
WA
1293
Wambolt & Associates
Colorado
$885K +$580K +24,558 +193%
SLA
1294
Silver Lake Advisory
Utah
$884K +$6.4K +271 +0.7%
DFA
1295
Delta Financial Advisors
Louisiana
$883K -$306K -12,931 -26%
VIA
1296
Vident Investment Advisory
Georgia
$883K +$43.1K +1,824 +5%
AA
1297
Argent Advisors
Louisiana
$881K -$225K -9,542 -20%
GJIC
1298
Gamble Jones Investment Counsel
California
$880K
NP
1299
NorthRock Partners
Minnesota
$879K -$119K -5,038 -12%
WCM
1300
Washington Capital Management
Washington
$874K -$112K -4,725 -11%