We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1351
EP Wealth Advisors
California
$156K -$27.3K -2,019 -15%
TAM
1352
Timucuan Asset Management
Florida
$156K
MCM
1353
Maryland Capital Management
Maryland
$154K -$30K -2,225 -16%
PMFA
1354
Plante Moran Financial Advisors
Michigan
$154K -$10.4K -772 -6%
BHWM
1355
Bar Harbor Wealth Management
New Hampshire
$153K -$675 -50 -0.4%
CA
1356
Cornerstone Advisory
Maryland
$153K +$13.6K +1,008 +10%
PG
1357
Patten Group
Tennessee
$152K +$54K +4,000 +55%
SC
1358
SRB Corp
Massachusetts
$152K +$152K +11,236 New
NG
1359
Northstar Group
New York
$151K -$39.3K -2,909 -21%
LNC
1360
Lincoln National Corp
Pennsylvania
$151K +$5.71K +423 +4%
PL
1361
Plancorp LLC
Missouri
$149K -$781K -57,841 -84%
RPGK
1362
Retirement Planning Group (Kansas)
Kansas
$149K -$33.7K -2,500 -18%
ZA
1363
Zazove Associates
Nevada
$149K +$148K +11,000 New
SWM
1364
Segment Wealth Management
Texas
$148K +$5.47K +405 +4%
RCG
1365
Ruane, Cunniff & Goldfarb
New York
$146K -$132K -9,773 -47%
SLG
1366
Stanley-Laman Group
Pennsylvania
$146K -$21.8K -1,613 -13%
FC
1367
Forte Capital
New York
$146K -$18K -1,330 -11%
JWBC
1368
J.W. Burns & Co
New York
$146K -$5.39K -399 -4%
LPT
1369
Legacy Private Trust
Wisconsin
$145K -$874K -64,715 -86%
SLT
1370
St Louis Trust
Missouri
$145K -$12.6K -932 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1371
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$145K
SJL
1372
Shayne & Jacobs LLC
Tennessee
$145K
SS
1373
Simplicity Solutions
Minnesota
$144K -$289K -21,440 -67%
BG
1374
Bahl & Gaynor
Ohio
$144K +$143K +10,611 New
CFA
1375
Capstone Financial Advisors
Illinois
$144K +$143K +10,629 New