We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
1401
Van Cleef Asset Management
Ohio
$1.27M -$45.1K -1,120 -4%
BL
1402
Balentine LLC
Georgia
$1.27M +$635K +15,759 +112%
FFA
1403
Founders Financial Alliance
North Carolina
$1.27M -$5.24K -130 -0.4%
APP
1404
Avantax Planning Partners
Iowa
$1.27M +$15.3K +380 +1%
PFGIA
1405
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$47.5K +1,178 +4%
SOAMC
1406
Spirit of America Management Corp
New York
$1.26M
CL
1407
CPWM LLC
Washington
$1.25M -$38.4K -954 -3%
SSWM
1408
Smith Salley Wealth Management
North Carolina
$1.25M -$82.9K -2,057 -7%
BFA
1409
Bragg Financial Advisors
North Carolina
$1.25M -$45.6K -1,132 -4%
AOWM
1410
Alpha Omega Wealth Management
Virginia
$1.25M -$16.8K -418 -1%
KJWM
1411
Kiley Juergens Wealth Management
Washington
$1.25M -$140K -3,477 -11%
OIM
1412
Oder Investment Management
California
$1.25M -$20.3K -503 -2%
MPW
1413
Monterey Private Wealth
California
$1.25M +$846 +21 +0.1%
OPPTF
1414
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.24M +$1.57K +39 +0.1%
MWM
1415
Mission Wealth Management
California
$1.24M -$57.8K -1,436 -5%
CWA
1416
Canvas Wealth Advisors
Kansas
$1.24M -$31.8K -790 -3%
ACM
1417
AlphaStar Capital Management
North Carolina
$1.24M +$1.07M +26,478 New
CHAM
1418
Clear Harbor Asset Management
Connecticut
$1.24M -$106K -2,625 -8%
ARMC
1419
American Research & Management Company
Massachusetts
$1.23M -$10.1K -250 -0.9%
WI
1420
WrapManager Inc
California
$1.23M +$16.6K +413 +1%
FNBOO
1421
First National Bank of Omaha
Nebraska
$1.22M -$90K -2,235 -7%
BP
1422
BBR Partners
New York
$1.21M -$77.4K -1,922 -6%
AWA
1423
Aaron Wealth Advisors
Illinois
$1.21M +$41.5K +1,029 +4%
GP
1424
Geneva Partners
Wisconsin
$1.21M -$2.18M -54,240 -66%
LJAC
1425
L.J. Altfest & Co
New York
$1.21M -$29.2K -725 -2%