We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1726
GYL Financial Synergies
Connecticut
$355K -$46.1K -1,598 -12%
MIM
1727
Moseley Investment Management
Florida
$355K -$13.6K -471 -4%
QT
1728
Quantamental Technologies
New York
$355K +$79.2K +2,747 +29%
CCM
1729
Coe Capital Management
Illinois
$354K – – –
MAA
1730
Mraz Amerine & Associates
California
$352K -$3K -104 -0.9%
V
1731
VeraBank
Texas
$352K – – –
DBT
1732
Dubuque Bank & Trust
Iowa
$351K -$4.41K -153 -1%
BWM
1733
Brickley Wealth Management
California
$346K +$344K +11,929 New
FFG
1734
Frisch Financial Group
New York
$344K -$53.1K -1,840 -13%
PFA
1735
Pure Financial Advisors
California
$344K -$461 -16 -0.1%
VIP
1736
Vantage Investment Partners
Missouri
$344K – – –
TCM
1737
Tradewinds Capital Management
Washington
$343K -$2.85K -99 -0.8%
BC
1738
Brio Consultants
California
$343K +$40.9K +1,419 +14%
PIA
1739
Pinion Investment Advisors
Kansas
$341K -$23.9K -827 -7%
CAM
1740
Claret Asset Management
Quebec, Canada
$340K – – –
PWAC
1741
Private Wealth Advisors (California)
California
$340K – – –
TIA
1742
Traphagen Investment Advisors
New Jersey
$340K +$87 +3 +0%
TWA
1743
TCI Wealth Advisors
Arizona
$337K -$54.7K -1,898 -14%
MYIA
1744
Mount Yale Investment Advisors
Colorado
$337K +$14.4K +501 +4%
KCM
1745
Kanawha Capital Management
Virginia
$336K +$44.8K +1,554 +15%
GIA
1746
Guyasuta Investment Advisors
Pennsylvania
$335K – – –
BCWM
1747
Bartlett & Co Wealth Management
Ohio
$333K +$122K +4,215 +58%
AHC
1748
Adell Harriman & Carpenter
Texas
$333K – – –
BC
1749
Bartlett & Co
Ohio
$333K +$122K +4,215 +58%
NQWM
1750
Northwest Quadrant Wealth Management
Oregon
$332K -$16.8K -582 -5%
68 69
70
71 72