We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1376
Capital Advantage
California
$183K +$184K +10,890 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1377
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$180K -$12.5M -737,100 -99%
PFA
1378
Pure Financial Advisors
California
$180K – – –
SJL
1379
Shayne & Jacobs LLC
Tennessee
$180K – – –
VIP
1380
Vantage Investment Partners
Missouri
$178K +$178K +10,552 New
TC
1381
Trust Company
Kansas
$178K -$12.7K -750 -7%
SAM
1382
Strategy Asset Managers
California
$177K – – –
CHAM
1383
Clear Harbor Asset Management
Connecticut
$176K – – –
PAM
1384
Peak Asset Management
Colorado
$176K – – –
SWM
1385
Segment Wealth Management
Texas
$176K +$68 +4 +0%
SEIA
1386
Signature Estate & Investment Advisors
California
$176K +$177K +10,480 New
MFW
1387
Mosaic Family Wealth
Missouri
$175K +$176K +10,399 New
SHWM
1388
Smith & Howard Wealth Management
Georgia
$174K +$174K +10,309 New
CCP
1389
Clarkston Capital Partners
Michigan
$174K +$175K +10,357 New
BFA
1390
Beaumont Financial Advisors
Massachusetts
$173K +$174K +10,278 New
CA
1391
Cornerstone Advisory
Maryland
$173K +$174K +10,303 New
BP
1392
BBR Partners
New York
$172K +$172K +10,199 New
NFC
1393
Northeast Financial Consultants
Connecticut
$171K +$304 +18 +0.2%
CC
1394
Callan Capital
California
$171K +$172K +10,165 New
LNB
1395
Ledyard National Bank
$170K -$12.7K -748 -7%
PCM
1396
Palisade Capital Management
New Jersey
$170K – – –
Carson Wealth (CWM LLC)
1397
Carson Wealth (CWM LLC)
Nebraska
$170K +$1.49K +88 +0.9%
MPMG
1398
Minneapolis Portfolio Management Group
Minnesota
$168K – – –
SRAM
1399
Stone Ridge Asset Management
New York
$168K – – –
SCC
1400
Second Curve Capital
Pennsylvania
$168K +$169K +10,000 New