We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1376
Ropes Wealth Advisors
Massachusetts
$1.28M -$22.4K -649 -2%
AWA
1377
Arkadios Wealth Advisors
Georgia
$1.28M +$345K +10,004 +35%
GFPC
1378
Global Financial Private Client
Florida
$1.28M +$2.58K +75 +0.2%
BFO
1379
Biltmore Family Office
North Carolina
$1.28M +$36.3K +1,053 +3%
AO
1380
Advisor OS
Illinois
$1.28M +$573K +16,632 +76%
HA
1381
Herold Advisors
New York
$1.28M +$183K +5,304 +16%
AC
1382
Annandale Capital
Texas
$1.28M
MFWP
1383
Mosaic Family Wealth Partners
Missouri
$1.27M +$1.33M +38,471 New
CANC
1384
Culbertson A N & Co
Virginia
$1.27M +$162K +4,701 +14%
PCMN
1385
Paradigm Capital Management (Nevada)
Nevada
$1.27M +$49.4K +1,434 +4%
BWM
1386
Buckley Wealth Management
Nevada
$1.27M -$13.9K -403 -1%
CWP
1387
Curated Wealth Partners
California
$1.26M +$68.5K +1,988 +6%
SIA
1388
Schear Investment Advisers
Ohio
$1.26M +$1.31M +38,001 New
CFS
1389
CRA Financial Services
New Jersey
$1.26M +$41.1K +1,194 +3%
FDS
1390
Freedom Day Solutions
Texas
$1.26M -$16.3K -473 -1%
AB
1391
Atlas Brown
Kentucky
$1.25M -$98.3K -2,855 -7%
CL
1392
COWA LLC
Oklahoma
$1.25M -$43.3K -1,256 -3%
APP
1393
Avantax Planning Partners
Iowa
$1.25M +$38.4K +1,114 +3%
JE
1394
JMAC Enterprises
Pennsylvania
$1.25M +$82.7K +2,400 +7%
SWM
1395
Sugarloaf Wealth Management
Georgia
$1.24M -$1.34M -39,035 -51%
AAG
1396
Armstrong Advisory Group
Massachusetts
$1.24M +$1.29M +37,434 New
PP
1397
Pegasus Partners
Wisconsin
$1.24M -$22.9K -665 -2%
UAML
1398
US Asset Management LLC
Pennsylvania
$1.24M +$1.29M +37,383 New
SC
1399
Schulhoff & Co
Ohio
$1.23M -$3.48K -101 -0.3%
PCM
1400
Princeton Capital Management
New Jersey
$1.23M +$37.9K +1,099 +3%