We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1401
First Command Financial Services
Texas
$574K +$145K +4,845 +22%
GSWM
1402
Golden State Wealth Management
California
$574K +$811K +27,037 New
FC
1403
Forte Capital
New York
$573K +$292K +9,735 +56%
KJWM
1404
Kiley Juergens Wealth Management
Washington
$572K +$36.2K +1,207 +5%
SWMG
1405
Strategic Wealth Management Group
Maryland
$571K -$6.96K -232 -0.9%
VWA
1406
Visionary Wealth Advisors
Illinois
$571K +$56.7K +1,891 +8%
MPW
1407
Monterey Private Wealth
California
$570K -$43.6K -1,454 -5%
CA
1408
Calton & Associates
Florida
$569K -$201K -6,692 -20%
RI
1409
Ridgewood Investments
New Jersey
$568K -$330 -11 -0%
SHA
1410
Seneca House Advisors
Virginia
$566K -$88.3K -2,947 -10%
LIM
1411
Lathrop Investment Management
Arkansas
$565K +$75.3K +2,512 +10%
LIA
1412
LBMC Investment Advisors
Tennessee
$559K +$10.4K +347 +1%
SMFS
1413
Squar Milner Financial Services
California
$559K +$21K +701 +3%
NJBEST
1414
New Jersey Better Educational Savings Trust
New Jersey
$558K – – –
AC
1415
Addison Capital
Pennsylvania
$557K +$1.5K +50 +0.2%
CAM
1416
Cubic Asset Management
Massachusetts
$554K -$12.5K -418 -2%
SIG
1417
Sargent Investment Group
Maryland
$554K -$7.53K -251 -1%
WAG
1418
Winthrop Advisory Group
Massachusetts
$551K -$62K -2,067 -7%
VRM
1419
Vectors Research Management
New York
$551K -$30 -1 -0%
PI
1420
Parkside Investments
Illinois
$551K +$120K +4,000 +18%
ST
1421
Spinnaker Trust
Maine
$548K -$135K -4,495 -15%
TI
1422
Tidal Investments
Wisconsin
$547K +$101K +3,361 +15%
WC
1423
Weil Company
California
$546K +$771K +25,731 New
ACG
1424
Allen Capital Group
Nebraska
$544K -$754K -25,154 -50%
SCM
1425
Smith Capital Management
Arkansas
$544K -$64K -2,134 -8%
55 56
57
58 59