We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1501
Personal CFO Solutions
New Jersey
$1.02M -$13.1K -326 -1%
HPWM
1502
Highland Private Wealth Management
Washington
$1.02M +$39.6K +982 +4%
WWM
1503
Windsor Wealth Management
Indiana
$1.02M +$3.42K +85 +0.4%
RFM
1504
Royal Fund Management
Florida
$1.02M +$57.6K +1,429 +6%
WFI
1505
West Family Investments
California
$1.02M +$87.2K +2,165 +10%
WSCM
1506
Wellington Shields Capital Management
New York
$1.02M -$80.5K -1,999 -8%
WA
1507
Wealth Advisors
California
$1.02M
KLC
1508
Knowledge Leaders Capital
Colorado
$1.02M
STB
1509
S&T Bank
Pennsylvania
$1.02M
PA
1510
Procyon Advisors
Connecticut
$1.01M +$30.6K +759 +3%
FCMC
1511
Founders Capital Management (Connecticut)
Connecticut
$1.01M -$201K -5,000 -17%
CPC
1512
Cookson Peirce & Co
Pennsylvania
$1.01M +$25.5K +633 +3%
SW
1513
SlateStone Wealth
Florida
$1.01M +$2.13K +53 +0.2%
MW
1514
MBL Wealth
North Carolina
$1.01M +$957K +23,747 New
PBT
1515
Pictet Bank & Trust
Bahamas
$1M -$70.5K -1,750 -7%
SIM
1516
SSI Investment Management
California
$1M +$5.44K +135 +0.6%
BI
1517
Ballast Inc
Kentucky
$1M +$93.1K +2,312 +11%
TC
1518
Telemus Capital
Michigan
$1M +$170K +4,209 +22%
FPCM
1519
Financial Partners Capital Management
New York
$1M -$8.06K -200 -0.8%
FNBSF
1520
First National Bank Sioux Falls
South Dakota
$997K
NFG
1521
Norris Financial Group
South Carolina
$997K +$5.64K +140 +0.6%
CAM
1522
Cypress Asset Management
Texas
$990K +$40.3K +1,000 +4%
MYIA
1523
Mount Yale Investment Advisors
Colorado
$988K +$53.9K +1,337 +6%
LWM
1524
Liberty Wealth Management
California
$979K +$67.4K +1,673 +8%
FWP
1525
FAS Wealth Partners
Kansas
$978K +$13.5K +334 +1%