We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
1351
Thomas White International
Illinois
$1.61M – – –
WMA
1352
Wealth Management Associates
New Jersey
$1.61M +$92.2K +2,043 +6%
FWP
1353
Falcon Wealth Planning
California
$1.61M -$34.7K -769 -2%
APG
1354
Abacus Planning Group
South Carolina
$1.6M +$541 +12 +0%
SVWAG
1355
Sound View Wealth Advisors Group
Georgia
$1.6M +$22.3K +495 +1%
QPWM
1356
Quadrant Private Wealth Management
Pennsylvania
$1.6M +$78.1K +1,732 +5%
ZB
1357
Zions Bancorporation
Utah
$1.6M +$332K +7,365 +23%
PMA
1358
Prudent Man Advisors
Illinois
$1.6M -$29.7K -658 -2%
GAMC
1359
Garner Asset Management Corp
Texas
$1.59M +$9.11K +202 +0.5%
LA
1360
Legacy Advisors
Pennsylvania
$1.59M -$510K -11,301 -23%
OWA
1361
Octavia Wealth Advisors
Ohio
$1.58M -$43.6K -966 -2%
SAM
1362
Sabadell Asset Management
Spain
$1.58M -$14.2M -315,134 -89%
WBC
1363
West Branch Capital
Massachusetts
$1.58M -$252K -5,578 -13%
IIM
1364
InTrack Investment Management
Vermont
$1.58M -$108K -2,397 -6%
PWPS
1365
Pinnacle Wealth Planning Services
Ohio
$1.57M -$51.8K -1,148 -3%
IVP
1366
Intrinsic Value Partners
Arizona
$1.56M -$36.1K -800 -2%
APW
1367
Aurora Private Wealth
New Jersey
$1.56M +$6.36K +141 +0.4%
KCFA
1368
Key Client Fiduciary Advisors
New Jersey
$1.56M +$105K +2,318 +7%
AL
1369
Aspiriant LLC
California
$1.56M -$26.7K -591 -2%
JC
1370
JB Capital
Connecticut
$1.55M +$93.8K +2,079 +6%
RIM
1371
Redwood Investment Management
Arizona
$1.55M -$302K -6,701 -15%
SC
1372
Schulhoff & Co
Ohio
$1.55M -$17K -376 -1%
MRCM
1373
M&R Capital Management
New Jersey
$1.55M +$92.3K +2,046 +6%
PP
1374
Pegasus Partners
Wisconsin
$1.55M +$111K +2,459 +7%
KLC
1375
Knowledge Leaders Capital
Colorado
$1.55M – – –
53 54
55
56 57