BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WE
1651
Wealth Effects
Massachusetts
$978K +$40 +1 +0%
PP
1652
PDS Planning
Ohio
$978K -$15.8K -394 -2%
KFS
1653
Keynote Financial Services
Connecticut
$975K -$12.8K -320 -1%
MSWM
1654
McGlone Suttner Wealth Management
Wisconsin
$972K +$173K +4,323 +21%
SSA
1655
Sierra Summit Advisors
Nevada
$971K +$166K +4,152 +20%
TA
1656
TruWealth Advisors
Louisiana
$969K -$55.3K -1,379 -5%
UL
1657
Unionview LLC
Washington
$968K +$3.81K +95 +0.4%
IFPG
1658
Intrepid Financial Planning Group
Indiana
$968K – – –
FWM
1659
Finer Wealth Management
Massachusetts
$967K -$453K -11,314 -32%
PA
1660
PFG Advisors
Arizona
$967K -$87.4K -2,180 -8%
OCM
1661
Orion Capital Management
California
$966K -$83.4K -2,080 -8%
AI
1662
Accredited Investors
Minnesota
$965K +$48.5K +1,211 +5%
CCT
1663
Capital City Trust
Florida
$964K +$680K +16,975 +232%
MWP
1664
Madison Wealth Partners
Wisconsin
$961K +$128K +3,204 +15%
CG
1665
Corundum Group
Colorado
$960K -$501K -12,506 -34%
CCP
1666
Clough Capital Partners
Massachusetts
$952K – – –
KFI
1667
Key Financial Inc
Pennsylvania
$950K +$3.97K +99 +0.4%
AWM
1668
Aviso Wealth Management
Washington
$944K -$49.1K -1,226 -5%
NGA
1669
Naples Global Advisors
Florida
$943K +$129K +3,220 +16%
SPWM
1670
Schrum Private Wealth Management
Florida
$943K +$467K +11,649 +96%
FFO
1671
Fortitude Family Office
Arizona
$940K +$167K +4,156 +21%
Fuller & Thaler Asset Management
1672
Fuller & Thaler Asset Management
California
$938K – – –
FCAS
1673
First Command Advisory Services
Texas
$937K +$18.9K +472 +2%
SFFS
1674
Stonehage Fleming Financial Services
Jersey
$936K -$8.66K -216 -0.9%
SB
1675
Strategic Blueprint
Georgia
$934K -$121K -3,009 -11%