We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
Selective Wealth Management
Virginia
$1.57M -$969K -24,058 -39%
CGH
1302
CMG Global Holdings
Texas
$1.56M -$373K -9,271 -20%
TWP
1303
Tempus Wealth Planning
California
$1.55M +$37.8K +938 +3%
XSC
1304
X-Square Capital
Puerto Rico
$1.54M +$130K +3,236 +10%
WSFS
1305
Wilmington Savings Fund Society
Delaware
$1.54M -$372K -9,242 -20%
AL
1306
Aspiriant LLC
California
$1.54M -$3.42K -85 -0.2%
EDRIA
1307
Edmonds Duncan Registered Investment Advisors
Kansas
$1.54M
MWM
1308
Meridian Wealth Management
Kentucky
$1.53M +$76K +1,886 +6%
CBTWT
1309
Community Bank & Trust (Waco, Texas)
Texas
$1.53M -$23K -570 -2%
EWM
1310
Empirical Wealth Management
Washington
$1.53M -$86.8K -2,154 -6%
BEC
1311
Blue Edge Capital
Virginia
$1.53M
BMA
1312
Brooks Moore & Associates
Tennessee
$1.53M +$21.1K +525 +1%
SAM
1313
SignalPoint Asset Management
Missouri
$1.52M +$2.46K +61 +0.2%
WIM
1314
Wittenberg Investment Management
Massachusetts
$1.52M
CFS
1315
CRA Financial Services
New Jersey
$1.52M +$17K +421 +1%
KC
1316
Kingfisher Capital
North Carolina
$1.52M +$34.2K +849 +2%
PH
1317
Pinnacle Holdings
Oklahoma
$1.52M
Vanguard Capital Wealth Advisors
1318
Vanguard Capital Wealth Advisors
Colorado
$1.51M -$141K -3,499 -9%
APG
1319
Abacus Planning Group
South Carolina
$1.51M -$17.6K -436 -1%
PGWM
1320
Parisi Gray Wealth Management
New Jersey
$1.5M -$9.27K -230 -0.7%
LSPW
1321
Lake Street Private Wealth
Illinois
$1.5M +$28.7K +713 +2%
PP
1322
Pegasus Partners
Wisconsin
$1.49M -$56.4K -1,400 -4%
BFO
1323
Biltmore Family Office
North Carolina
$1.49M +$255K +6,342 +22%
AA
1324
Apriem Advisors
California
$1.49M -$5.96K -148 -0.4%
MC
1325
Mathes Company
New York
$1.49M