We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1726
Tranquility Partners
Tennessee
$500K – – –
COCM
1727
Charter Oak Capital Management
New Hampshire
$499K +$441K +16,461 New
SIA
1728
Soltis Investment Advisors
Utah
$494K +$6.54K +244 +2%
APC
1729
Aspire Private Capital
North Carolina
$492K -$327K -12,216 -43%
IBOK
1730
Independence Bank of Kentucky
Kentucky
$491K – – –
RM
1731
Resource Management
Louisiana
$490K -$7.83K -292 -2%
BIA
1732
Barry Investment Advisors
Massachusetts
$488K -$8.98K -335 -2%
NWA
1733
Navis Wealth Advisors
New York
$485K +$429K +15,997 New
SIG
1734
Sky Investment Group
Connecticut
$483K – – –
SIC
1735
Shoker Investment Counsel
Ohio
$482K -$6.43K -240 -1%
FFG
1736
Frisch Financial Group
New York
$482K +$1.58K +59 +0.4%
NJBEST
1737
New Jersey Better Educational Savings Trust
New Jersey
$478K -$282K -10,517 -40%
GA
1738
Geller Advisors
New York
$478K – – –
EFSCE
1739
Enterprise Financial Services Corp (EFSC)
Missouri
$476K -$4.69K -175 -1%
HIC
1740
Harvey Investment Company
Kentucky
$475K – – –
DAM
1741
Delta Asset Management
Tennessee
$474K +$9.81K +366 +2%
SCM
1742
Spreng Capital Management
Ohio
$468K -$26.8K -1,000 -6%
CFG
1743
Cooper Financial Group
California
$468K +$74.2K +2,767 +22%
SSWM
1744
Sheets Smith Wealth Management
North Carolina
$467K – – –
EWA
1745
Encompass Wealth Advisors
Oregon
$467K +$413K +15,416 New
WPA
1746
West Paces Advisors
Georgia
$467K -$13.4K -500 -3%
CF
1747
Copperwynd Financial
Arizona
$466K -$14K -524 -3%
BWP
1748
BSW Wealth Partners
Colorado
$466K +$42.1K +1,570 +11%
VC
1749
Vicus Capital
Pennsylvania
$465K -$164K -6,136 -29%
AWP
1750
Ascent Wealth Partners
New York
$462K +$45.2K +1,686 +12%
68 69
70
71 72