We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1401
Beacon Investment Advisory Services
New Jersey
$707K -$26.9K -1,137 -4%
TL
1402
TrueWealth LLC
Georgia
$707K +$9.73K +412 +1%
NICM
1403
Neo Ivy Capital Management
New York
$706K +$595K +25,191 +557%
AWC
1404
Abundance Wealth Counselors
Pennsylvania
$706K +$702K +29,717 New
COF
1405
Capital One Financial
Virginia
$704K -$109K -4,598 -13%
CL
1406
CPWM LLC
Washington
$704K -$72.6K -3,072 -9%
SOAMC
1407
Spirit of America Management Corp
New York
$703K -$23.6K -1,000 -3%
FMT
1408
First Mercantile Trust
Tennessee
$702K -$185K -7,810 -21%
DWA
1409
Douglass Winthrop Advisors
New York
$702K -$99.9K -4,226 -13%
NO
1410
Ninety One
South Africa
$697K -$1.29M -54,618 -65%
BHB
1411
Bank Hapoalim BM
Israel
$696K +$692K +29,297 New
WMA
1412
Wealth Management Associates
New Jersey
$696K +$4.84K +205 +0.7%
DCM
1413
Dimension Capital Management
Florida
$695K +$11.3K +480 +2%
CCB
1414
Cutter & Co Brokerage
Missouri
$695K +$692K +29,267 New
FCA
1415
FinTrust Capital Advisors
South Carolina
$690K +$84.4K +3,571 +14%
GCP
1416
GSA Capital Partners
United Kingdom
$688K -$48.6K -2,056 -7%
GWM
1417
Greenwich Wealth Management
Connecticut
$686K -$2.48M -104,776 -78%
DWM
1418
Dorchester Wealth Management
Quebec, Canada
$683K -$49K -2,073 -7%
RSWM
1419
Robertson Stephens Wealth Management
California
$678K +$26.8K +1,133 +4%
MYIA
1420
Mount Yale Investment Advisors
Colorado
$678K +$109K +4,609 +19%
WAM
1421
Wakefield Asset Management
Colorado
$678K +$120K +5,091 +22%
CRC
1422
Curi RMB Capital
Illinois
$676K -$74.7K -3,161 -10%
RIM
1423
Redwood Investment Management
Arizona
$676K +$103K +4,360 +18%
RCM
1424
RB Capital Management
Nevada
$672K -$14.9K -632 -2%
BTW
1425
Boston Trust Walden
Massachusetts
$671K -$25.5K -1,080 -4%