We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1551
Kovack Advisors
Florida
$960K -$16.9K -581 -2%
MWM
1552
Modern Wealth Management
Kansas
$960K +$830K +28,503 New
SCA
1553
Sippican Capital Advisors
Massachusetts
$956K +$91.3K +3,135 +12%
SIC
1554
Sterling Investment Counsel
New York
$955K -$95.1K -3,268 -10%
FA
1555
FDx Advisors
Illinois
$955K +$163K +5,584 +25%
OCM
1556
Orion Capital Management
California
$950K -$17.2K -590 -2%
TA
1557
TruWealth Advisors
Louisiana
$947K -$94.6K -3,248 -10%
WCM
1558
Washington Capital Management
Washington
$946K -$75K -2,575 -8%
TIMH
1559
Tilt Investment Management Holdings
New York
$946K -$245K -8,415 -23%
VCAM
1560
Van Cleef Asset Management
Ohio
$946K +$200K +6,875 +32%
RVPG
1561
Relative Value Partners Group
$943K -$11.2K -385 -1%
CAM
1562
Cubic Asset Management
Massachusetts
$942K -$5.82K -200 -0.7%
HTC
1563
Haverford Trust Company
Pennsylvania
$942K +$24K +824 +3%
BIG
1564
Brooklyn Investment Group
New York
$941K +$814K +27,941 New
SIC
1565
Samalin Investment Counsel
New York
$937K -$41K -1,407 -5%
AWM
1566
Accurate Wealth Management
Florida
$937K -$23.6K -809 -3%
CS
1567
Cannell & Spears
New York
$936K +$29.1K +1,000 +4%
MSFS
1568
Main Street Financial Solutions
Pennsylvania
$935K +$15.5K +531 +2%
HKAM
1569
Horizon Kinetics Asset Management
New York
$932K -$51K -1,751 -6%
KFGK
1570
Keystone Financial Group (Kentucky)
Kentucky
$932K -$19.5K -669 -2%
CHAM
1571
Clear Harbor Asset Management
Connecticut
$930K -$143K -4,913 -15%
ACM
1572
Accent Capital Management
Ohio
$930K +$804K +27,627 New
SFI
1573
SPC Financial Inc
Maryland
$929K +$25K +860 +3%
ZIG
1574
Zuckerman Investment Group
Illinois
$928K
BCM
1575
Buckhead Capital Management
Georgia
$926K -$4.95K -170 -0.6%