BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1401
NBW Capital
Massachusetts
$1.83M +$1.89K +45 +0.1%
FFO
1402
Fiduciary Family Office
Florida
$1.83M +$130K +3,101 +9%
JSSH
1403
J. Safra Sarasin Holding
$1.83M +$572K +13,585 +54%
CT
1404
Coastline Trust
Rhode Island
$1.82M -$150K -3,560 -8%
SAI
1405
Savvy Advisors Inc
New York
$1.82M +$288K +6,848 +22%
PH
1406
Pinnacle Holdings
Oklahoma
$1.82M -$968 -23 -0.1%
AWM
1407
Accurate Wealth Management
Florida
$1.82M +$143K +3,399 +10%
IAS
1408
IMA Advisory Services
Colorado
$1.82M +$757 +18 +0%
MA
1409
MONECO Advisors
Connecticut
$1.82M +$757 +18 +0%
MMM
1410
Mendel Money Management
Illinois
$1.81M -$199K -4,725 -11%
LIM
1411
Longfellow Investment Management
Massachusetts
$1.81M -$140K -3,326 -8%
NDBT
1412
North Dallas Bank & Trust
Texas
$1.8M +$1.6M +38,086 New
TPW
1413
Transatlantique Private Wealth
New York
$1.8M +$144K +3,431 +10%
AIM
1414
Avity Investment Management
Connecticut
$1.8M -$807K -19,181 -34%
OFS
1415
OneAscent Financial Services
Alabama
$1.8M -$1.22M -28,917 -43%
CI
1416
Conning Inc
Connecticut
$1.8M -$282K -6,702 -15%
DACS
1417
Dymon Asia Capital (Singapore)
Singapore
$1.8M +$1.6M +38,000 New
AS
1418
Altshuler Shaham
Israel
$1.79M – – –
GCM
1419
Generation Capital Management
New York
$1.79M -$55.8K -1,327 -3%
TPA
1420
Trivium Point Advisory
Connecticut
$1.79M -$61.5K -1,461 -4%
MWM
1421
Meridian Wealth Management
Kentucky
$1.78M +$116K +2,756 +8%
HCM
1422
Howland Capital Management
Massachusetts
$1.78M -$3.15K -75 -0.2%
KJWM
1423
Kiley Juergens Wealth Management
Washington
$1.78M +$8.08K +192 +0.5%
AGDI
1424
Absolute Gestao de Investimentos
Brazil
$1.77M +$1.58M +37,500 New
KFA
1425
Kelleher Financial Advisors
New York
$1.77M +$95.2K +2,263 +6%
55 56
57
58 59