We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
HL
1701
HeadInvest LLC
Maine
$521K +$31.9K +1,190 +7%
AWA
1702
Aaron Wealth Advisors
Illinois
$520K +$460K +17,157 New
AIP
1703
Almanack Investment Partners
Pennsylvania
$518K +$56.3K +2,099 +14%
Cohen & Steers
1704
Cohen & Steers
New York
$517K -$47.8K -1,785 -9%
LNWTC
1705
Laird Norton Wetherby Trust Company
Washington
$516K +$456K +17,015 New
CWA
1706
Choice Wealth Advisors
Maine
$516K +$456K +17,029 New
CST
1707
Charles Schwab Trust
Nevada
$516K +$457K +17,032 New
ICM
1708
IMS Capital Management
Oregon
$515K -$834K -31,099 -65%
KCM
1709
Kanawha Capital Management
Virginia
$514K +$13.9K +518 +3%
SFP
1710
Shepherd Financial Partners
Massachusetts
$514K +$23.2K +865 +5%
HA
1711
HYA Advisors
Missouri
$514K +$82K +3,060 +22%
MTIM
1712
Marathon Trading Investment Management
Pennsylvania
$513K -$1.43M -53,400 -76%
CA
1713
Calton & Associates
Florida
$512K -$53.9K -2,010 -11%
ACP
1714
Aviance Capital Partners
Florida
$512K -$32.2K -1,200 -7%
IWA
1715
Intercontinental Wealth Advisors
Texas
$512K +$73.7K +2,749 +19%
AFP
1716
Ausdal Financial Partners
Iowa
$509K +$54 +2 +0%
HWA
1717
HHM Wealth Advisors
Tennessee
$508K
EBT
1718
Enterprise Bank & Trust
Massachusetts
$507K -$1.57M -58,632 -78%
CCP
1719
Cardan Capital Partners
Colorado
$507K +$134 +5 +0%
GBBWRPM
1720
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K +$643 +24 +0.1%
OFW
1721
Omnia Family Wealth
Florida
$505K +$28.2K +1,051 +7%
PCM
1722
Pointe Capital Management
Michigan
$501K -$12.7K -472 -3%
ISB
1723
Iowa State Bank
Iowa
$501K
LFF
1724
Level Four Financial
Texas
$501K +$443K +16,531 New
AWP
1725
Abacus Wealth Partners
California
$501K +$443K +16,522 New