We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1551
Paragon Financial Partners
California
$1.26M +$2.14K +48 +0.2%
TA
1552
Tectonic Advisors
Texas
$1.26M +$51.1K +1,146 +4%
KIG
1553
Kessler Investment Group
Indiana
$1.26M -$86.4K -1,940 -6%
CL
1554
COWA LLC
Oklahoma
$1.25M – – –
AIC
1555
Ayalon Insurance Company
Israel
$1.25M +$200K +4,490 +18%
SHF
1556
Safe Harbor Fiduciary
Florida
$1.25M -$8.42K -189 -0.6%
HI
1557
Harbour Investments
Wisconsin
$1.25M +$32.8K +735 +3%
VAS
1558
Vestmark Advisory Solutions
Massachusetts
$1.25M +$356K +7,993 +36%
FPB
1559
First PREMIER Bank
South Dakota
$1.25M -$17.2K -385 -1%
AAG
1560
Armstrong Advisory Group
Massachusetts
$1.24M – – –
NL
1561
Navalign LLC
California
$1.24M -$18.6K -418 -1%
AOWM
1562
Alpha Omega Wealth Management
Virginia
$1.24M +$202K +4,540 +18%
CCIA
1563
Campbell & Co Investment Adviser
Maryland
$1.24M -$1.86M -41,633 -58%
TPI
1564
Trust Point Inc
Wisconsin
$1.23M -$421K -9,449 -24%
AWM
1565
Aprio Wealth Management
Georgia
$1.23M -$50.5K -1,134 -4%
OIM
1566
Oder Investment Management
California
$1.23M -$1.78K -40 -0.1%
BHPW
1567
Beverly Hills Private Wealth
California
$1.22M -$134 -3 -0%
SG
1568
StoneX Group
New York
$1.22M -$56.5K -1,267 -4%
NLP
1569
Next Level Private
New York
$1.22M -$3.34K -75 -0.3%
WA
1570
Wealth Architects
California
$1.22M +$8.56K +192 +0.7%
LA
1571
LVW Advisors
New York
$1.22M -$109K -2,455 -8%
AAM
1572
Augustine Asset Management
Florida
$1.21M +$47.8K +1,073 +4%
AFP
1573
Ausdal Financial Partners
Iowa
$1.21M +$379K +8,495 +41%
LHC
1574
Little House Capital
Massachusetts
$1.21M -$9.22K -207 -0.7%
PMA
1575
Prudent Man Advisors
Illinois
$1.21M +$35.2K +789 +3%
61 62
63
64 65