We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
1301
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.05M +$9.42K +300 +0.9%
FPCG
1302
Fort Pitt Capital Group
Pennsylvania
$1.05M +$1.11M +35,189 New
TTWM
1303
TCV Trust & Wealth Management
Virginia
$1.05M -$23.2K -738 -2%
MHIC
1304
Marble Harbor Investment Counsel
Massachusetts
$1.05M -$23.7K -754 -2%
CSA
1305
Cottage Street Advisors
Massachusetts
$1.04M – – –
IWM
1306
IHT Wealth Management
Illinois
$1.04M -$198K -6,293 -15%
MCM
1307
Manchester Capital Management
Vermont
$1.04M +$59.7K +1,900 +6%
MMPW
1308
Mitchell McLeod Pugh & Williams
Alabama
$1.04M +$94.2K +3,000 +9%
APG
1309
Abacus Planning Group
South Carolina
$1.04M -$265K -8,434 -20%
ICP
1310
Ironvine Capital Partners
Nebraska
$1.04M +$700K +22,300 +182%
KC
1311
Kingfisher Capital
North Carolina
$1.03M -$10.6K -337 -1%
ECM
1312
Evergreen Capital Management
Washington
$1.02M +$447K +14,239 +71%
EWM
1313
Evercore Wealth Management
New York
$1.02M -$4.52K -144 -0.4%
IA
1314
IFG Advisory
Georgia
$1.02M +$53.1K +1,690 +5%
CA
1315
Calton & Associates
Florida
$1.02M +$46.6K +1,483 +5%
VC
1316
Vicus Capital
Pennsylvania
$1M -$39K -1,241 -4%
EDRIA
1317
Edmonds Duncan Registered Investment Advisors
Kansas
$1M – – –
JIP
1318
Jaffetilchin Investment Partners
Florida
$999K +$309K +9,850 +42%
AL
1319
Aspiriant LLC
California
$998K +$1.05M +33,279 New
GWM
1320
GSB Wealth Management
Connecticut
$996K – – –
LP
1321
LMR Partners
United Kingdom
$996K – – –
BTW
1322
Boston Trust Walden
Massachusetts
$994K -$13.3K -424 -1%
IIM
1323
Intact Investment Management
Quebec, Canada
$992K -$50.3K -1,600 -5%
TL
1324
TrueWealth LLC
Georgia
$989K +$28K +892 +3%
SAM
1325
Sawgrass Asset Management
Florida
$988K +$6.91K +220 +0.7%
51 52
53
54 55