We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1326
Atlas Capital Advisors
Wyoming
$830K -$25.4K -935 -3%
BBL
1327
Beck Bode LLC
Massachusetts
$827K +$910K +33,560 New
TL
1328
TrueWealth LLC
Georgia
$824K -$20.2K -743 -2%
CBN
1329
Cadence Bank NA
Texas
$819K +$2.42K +89 +0.3%
VC
1330
Vicus Capital
Pennsylvania
$818K +$30.8K +1,134 +4%
BTW
1331
Boston Trust Walden
Massachusetts
$816K – – –
HH
1332
Hilltop Holdings
Texas
$816K +$43.5K +1,604 +5%
HAM
1333
Highstreet Asset Management
Ontario, Canada
$812K -$1.09M -40,315 -55%
MWM
1334
MorganRosel Wealth Management
Colorado
$810K +$891K +32,859 New
CS
1335
Cannell & Spears
New York
$809K +$361K +13,302 +68%
CWM
1336
Cornerstone Wealth Management
Missouri
$803K +$887K +32,706 New
NB
1337
NBT Bank
New York
$799K +$54.3K +2,000 +7%
BAC
1338
Boys Arnold & Co
North Carolina
$796K -$210K -7,758 -19%
YWP
1339
YorkBridge Wealth Partners
New York
$796K +$59K +2,175 +7%
HWA
1340
Heritage Wealth Advisors
Virginia
$794K – – –
NCM
1341
Novare Capital Management
North Carolina
$791K +$27.2K +1,004 +3%
TA
1342
Tiedemann Advisors
New York
$791K +$275K +10,134 +46%
WC
1343
Whitney & Co
New York
$790K -$93.4K -3,441 -11%
AWM
1344
Avitas Wealth Management
California
$788K -$4.1M -151,037 -83%
RWA
1345
Ropes Wealth Advisors
Massachusetts
$788K -$98.2K -3,621 -10%
YIA
1346
YHB Investment Advisors
Connecticut
$788K +$26.2K +967 +3%
BBWA
1347
Bell & Brown Wealth Advisors
California
$787K +$31.4K +1,159 +4%
DCM
1348
Dimension Capital Management
Florida
$781K +$58K +2,138 +7%
MHIC
1349
Marble Harbor Investment Counsel
Massachusetts
$780K -$5.43K -200 -0.6%
OPCM
1350
Osborne Partners Capital Management
California
$777K – – –
52 53
54
55 56