We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1701
MBL Wealth
North Carolina
$974K +$295K +6,616 +40%
MFG
1702
Mosaic Financial Group
Illinois
$973K -$547K -12,281 -34%
SCM
1703
Stevens Capital Management
Pennsylvania
$973K +$101K +2,259 +11%
SIA
1704
Schear Investment Advisers
Ohio
$973K -$16.6K -372 -2%
BOM
1705
Bank of Marin
California
$973K – – –
WF
1706
Wayfinding Financial
Washington
$971K +$6.37K +143 +0.6%
GCA
1707
Gradient Capital Advisors
California
$971K +$3.3K +74 +0.3%
OCM
1708
Orion Capital Management
California
$969K -$39.2K -879 -4%
HFRG
1709
Houlihan Financial Resource Group
Virginia
$967K +$3.3K +74 +0.3%
UCI
1710
Uncommon Cents Investing
Wisconsin
$964K -$68K -1,525 -6%
WA
1711
WealthTrust Axiom
Pennsylvania
$963K -$132K -2,970 -11%
CCP
1712
Cassia Capital Partners
North Carolina
$963K +$356K +7,995 +53%
MFG
1713
Menard Financial Group
Texas
$961K +$129K +2,905 +14%
Sarasin & Partners
1714
Sarasin & Partners
United Kingdom
$960K -$312K -7,000 -23%
JFGIW
1715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$959K +$551K +12,373 +117%
BBA
1716
BLB&B Advisors
Pennsylvania
$957K -$102K -2,289 -9%
AWM
1717
AllSquare Wealth Management
New York
$954K +$17.8K +400 +2%
FAI
1718
Fiduciary Advisors Inc
Missouri
$953K – – –
TA
1719
TruWealth Advisors
Louisiana
$952K -$89.2K -2,001 -8%
BWA
1720
Beam Wealth Advisors
Louisiana
$952K +$20.4K +458 +2%
T
1721
Transce3nd
Texas
$951K -$33.8K -759 -3%
Algert Global
1722
Algert Global
California
$950K +$80.2K +1,800 +9%
PGWM
1723
Pitti Group Wealth Management
New York
$949K +$1.25K +28 +0.1%
IA
1724
Insight Advisors
Pennsylvania
$945K +$4.41K +99 +0.4%
CWP
1725
Clark Wealth Partners
Illinois
$945K +$936 +21 +0.1%