We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1426
LifePro Asset Management
California
$670K +$667K +28,223 New
XSC
1427
X-Square Capital
Puerto Rico
$669K +$232K +9,831 +54%
BWM
1428
Bernicke Wealth Management
Wisconsin
$664K -$250K -10,568 -27%
CWP
1429
Capital Wealth Planning
Florida
$664K -$126K -5,321 -16%
PWM
1430
PBMares Wealth Management
Virginia
$664K – – –
AMC
1431
Asset Management Corp
Illinois
$659K +$12.4K +524 +2%
HPC
1432
Hobart Private Capital
North Carolina
$655K +$53.1K +2,247 +9%
LIM
1433
Lathrop Investment Management
Arkansas
$655K +$23.6K +1,000 +4%
VCAM
1434
Van Cleef Asset Management
Ohio
$654K -$124K -5,242 -16%
TB
1435
Terril Brothers
Missouri
$653K -$155K -6,552 -19%
LJAC
1436
L.J. Altfest & Co
New York
$651K -$407K -17,218 -39%
LMAM
1437
Legg Mason Asset Management
Japan
$651K – – –
WPW
1438
Waldron Private Wealth
Pennsylvania
$650K +$64.6K +2,735 +11%
LA
1439
LexAurum Advisors
Kansas
$650K +$247K +10,452 +62%
FCMC
1440
Founders Capital Management (Connecticut)
Connecticut
$648K +$370K +15,680 +135%
EB
1441
Eastern Bank
Massachusetts
$646K -$37K -1,568 -5%
MMHP
1442
Murphy Middleton Hinkle & Parker
Georgia
$645K -$13.4K -568 -2%
BCM
1443
Blume Capital Management
California
$644K +$535K +22,625 +504%
RCC
1444
Red Cedar Capital
Nebraska
$640K +$93.6K +3,962 +17%
SMFS
1445
Squar Milner Financial Services
California
$639K +$13.1K +556 +2%
SWMG
1446
Strategic Wealth Management Group
Maryland
$638K -$1.58K -67 -0.2%
MPW
1447
Monterey Private Wealth
California
$638K +$662 +28 +0.1%
TC
1448
TradeLink Capital
Illinois
$638K +$635K +26,880 New
JFGIW
1449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$635K -$153K -6,496 -20%
VWA
1450
Visionary Wealth Advisors
Illinois
$635K -$2.88K -122 -0.5%
56 57
58
59 60