We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Cordatus Wealth Management
Pennsylvania
$370K -$8.99K -300 -2%
Vanguard Personalized Indexing Management
1602
Vanguard Personalized Indexing Management
California
$370K +$523K +17,435 New
LFA
1603
Landmark Financial Advisors
Kentucky
$369K +$36K +1,200 +8%
GC
1604
Gratus Capital
Georgia
$368K -$8.18K -273 -2%
ETI
1605
Enterprise Trust & Investment
California
$366K -$45.8K -1,528 -8%
BIA
1606
BHK Investment Advisors
Alabama
$366K -$13K -432 -2%
CCP
1607
Cardan Capital Partners
Colorado
$366K +$114K +3,815 +28%
JFA
1608
JNBA Financial Advisors
Minnesota
$365K -$15K -500 -3%
FLI
1609
Family Legacy Inc
South Carolina
$365K
V
1610
VeraBank
Texas
$364K -$50.2K -1,675 -9%
IWP
1611
Icon Wealth Partners
Texas
$363K +$151K +5,031 +42%
CAC
1612
Cowen and Company
New York
$361K -$876K -29,216 -63%
PPW
1613
Pasadena Private Wealth
California
$361K +$116K +3,854 +33%
AIM
1614
Axiom Investment Management
New York
$360K -$158K -5,265 -24%
VC
1615
Vicus Capital
Pennsylvania
$360K +$131K +4,386 +35%
LA
1616
LexAurum Advisors
Kansas
$359K +$81.2K +2,710 +19%
CC
1617
Cedar Capital
Illinois
$358K -$82.1K -2,737 -14%
BIA
1618
Barry Investment Advisors
Massachusetts
$357K -$224K -7,465 -31%
HCMNY
1619
Howard Capital Management (New York)
New York
$357K +$19.3K +645 +4%
LA
1620
LVW Advisors
New York
$356K +$262K +8,726 +109%
CMI
1621
Clare Market Investments
Texas
$356K -$377K -12,564 -43%
XF
1622
XML Financial
Maryland
$355K +$2.22K +74 +0.4%
KPCM
1623
Kings Point Capital Management
New York
$355K +$57.7K +1,926 +13%
EI
1624
Ellevest Inc
New York
$355K +$405K +13,525 +421%
BCM
1625
Bluefin Capital Management
New York
$353K -$17.2M -573,791 -97%