We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1726
OneAscent Financial Services
Alabama
$645K +$746K +20,733 New
OA
1727
Oxbow Advisors
Texas
$644K – – –
CFG
1728
CKW Financial Group
Hawaii
$639K -$10.8K -300 -1%
JFA
1729
JNBA Financial Advisors
Minnesota
$639K +$20.8K +577 +3%
TCOK
1730
Trust Company of Kansas
Kansas
$637K +$48.2K +1,340 +7%
CWM
1731
Cahaba Wealth Management
Georgia
$636K -$40.4K -1,121 -5%
CWM
1732
C2C Wealth Management
Arizona
$636K – – –
AFG
1733
Allegheny Financial Group
Pennsylvania
$634K -$16.1K -447 -2%
HCMG
1734
Howard Capital Management Group
California
$633K – – –
CAM
1735
Close Asset Management
United Kingdom
$630K +$180K +5,000 +33%
VCAM
1736
Van Cleef Asset Management
Ohio
$629K -$237K -6,571 -25%
BP
1737
BBR Partners
New York
$628K -$39.6K -1,099 -5%
MA
1738
MONECO Advisors
Connecticut
$626K +$199K +5,519 +38%
TFP
1739
Tilia Fiduciary Partners
North Carolina
$623K +$68.7K +1,908 +11%
AFO
1740
Allie Family Office
Florida
$620K – – –
GDP
1741
Great Diamond Partners
Maine
$620K +$25.9K +720 +4%
BDFN
1742
Bond & Devick Financial Network
Minnesota
$618K +$263K +7,300 +58%
LAM
1743
LifePro Asset Management
California
$617K -$374K -10,384 -34%
LAIC
1744
Lederer & Associates Investment Counsel
California
$616K – – –
AT
1745
American Trust
Kentucky
$616K +$61.9K +1,720 +10%
PWMG
1746
Prestige Wealth Management Group
New Jersey
$615K -$135K -3,754 -16%
LCM
1747
Leisure Capital Management
California
$615K – – –
PWM
1748
PBMares Wealth Management
Virginia
$609K – – –
PFSC
1749
Peoples Financial Services Corp
Pennsylvania
$609K +$7.34K +204 +1%
LIM
1750
Leavell Investment Management
Alabama
$609K +$14.4K +400 +2%
68 69
70
71 72