BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1501
Catalyst Financial Partners
Massachusetts
$1.39M +$63.3K +1,421 +4%
HTC
1502
Haverford Trust Company
Pennsylvania
$1.39M -$44.2K -993 -3%
GI
1503
GS Investments
Minnesota
$1.38M -$14.9K -335 -1%
MIP
1504
Mondrian Investment Partners
United Kingdom
$1.38M +$100K +2,246 +7%
VIM
1505
VELA Investment Management
Ohio
$1.37M – – –
PG
1506
Proffitt & Goodson
Tennessee
$1.37M -$45 -1 -0%
SAM
1507
Synergy Asset Management
Washington
$1.37M +$409K +9,172 +39%
AA
1508
Alta Advisers
United Kingdom
$1.37M +$481K +10,800 +49%
QC
1509
Quent Capital
New York
$1.36M -$3.97K -89 -0.3%
BIP
1510
Blueprint Investment Partners
North Carolina
$1.36M -$84.9K -1,906 -6%
AB
1511
ANB Bank
Colorado
$1.36M -$68.4K -1,535 -4%
FNBSF
1512
First National Bank Sioux Falls
South Dakota
$1.35M – – –
UAML
1513
US Asset Management LLC
Pennsylvania
$1.35M -$5.97K -134 -0.4%
CWM
1514
Connecticut Wealth Management
Connecticut
$1.34M -$103K -2,312 -7%
CIAS
1515
CFS Investment Advisory Services
New Jersey
$1.34M +$26.3K +591 +2%
KCM
1516
Kathmere Capital Management
Pennsylvania
$1.34M -$73.3K -1,645 -5%
SIC
1517
Sage Investment Counsel
Tennessee
$1.34M -$461K -10,339 -24%
PC
1518
Prairiewood Capital
North Dakota
$1.34M -$116K -2,596 -7%
AA
1519
Advisory Alpha
Michigan
$1.34M +$156K +3,506 +12%
MIS
1520
Morningstar Investment Services
Illinois
$1.34M -$1.35M -30,293 -49%
DF
1521
Dunhill Financial
United Kingdom
$1.33M -$16.2K -363 -1%
WA
1522
Wealth Alliance
New York
$1.33M +$277K +6,218 +24%
CWP
1523
Curated Wealth Partners
California
$1.33M -$24.8K -556 -2%
AWE
1524
Avidian Wealth Enterprises
Texas
$1.32M +$11.1K +248 +0.8%
CI
1525
CX Institutional
Indiana
$1.32M -$64.9K -1,457 -4%
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