We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1676
Bristlecone Advisors
Washington
$128K +$122K +5,030 New
RP
1677
Rowlandmiller & Partners
Georgia
$125K -$4.85K -200 -4%
SM
1678
SG3 Management
Puerto Rico
$124K -$75.2K -3,100 -39%
CCMW
1679
Cypress Capital Management (Wyoming)
Wyoming
$123K -$3.64K -150 -3%
LA
1680
Legacy Advisors
Pennsylvania
$123K +$3.01K +124 +3%
CCM
1681
Cribstone Capital Management
Maine
$120K
TIM
1682
Tortoise Investment Management
New York
$119K
HH
1683
HWG Holdings
Texas
$116K +$111K +4,568 New
IIC
1684
Integrated Investment Consultants
Michigan
$113K +$2.06K +85 +2%
HFM
1685
Harvest Fund Management
China
$113K +$45.2K +1,861 +71%
BWA
1686
Burt Wealth Advisors
Maryland
$112K +$104K +4,294 +4,013%
BWL
1687
Bogart Wealth LLC
Virginia
$109K +$102K +4,216 New
LC
1688
Landaas & Company
Wisconsin
$106K +$102K +4,191 New
NIC
1689
Northwest Investment Counselors
Oregon
$105K
SIAS
1690
Shine Investment Advisory Services
Colorado
$102K +$5.02K +207 +5%
MWM
1691
Mascoma Wealth Management
New Hampshire
$99K +$6.79K +280 +8%
AIS
1692
Accurate Investment Solutions
Pennsylvania
$98K +$74.2K +3,056 +373%
LWM
1693
Lenox Wealth Management
Ohio
$97K
MIC
1694
MU Investments Company
Japan
$92K -$17K -700 -16%
SGAM
1695
Smith Group Asset Management
Texas
$91K +$243 +10 +0.3%
RWG
1696
Regal Wealth Group
California
$90K +$24 +1 +0%
BDWM
1697
Brewin Dolphin Wealth Management
Ireland
$88.4K +$84.6K +3,487 New
FBT
1698
First Bank & Trust
South Dakota
$88K -$13.1K -539 -13%
IWMA
1699
Ironwood Wealth Management (Arizona)
Arizona
$87K +$82.9K +3,418 New
ACM
1700
Armbruster Capital Management
New York
$79K