We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1726
NBC Securities
Alabama
$852K +$34.2K +854 +4%
AFS
1727
Aft Forsyth & Sober
Florida
$851K – – –
SWM
1728
Silverlake Wealth Management
Vermont
$850K -$176K -4,394 -17%
RIG
1729
RiverFront Investment Group
Virginia
$850K +$232K +5,801 +37%
MFGM
1730
Marshall Financial Group (Maryland)
Maryland
$848K +$11K +274 +1%
SCM
1731
Steele Capital Management
Iowa
$844K -$10K -250 -1%
EFL
1732
ERn Financial LLC
Wisconsin
$844K -$30K -748 -3%
AWM
1733
AllSquare Wealth Management
New York
$843K +$162K +4,042 +23%
WPA
1734
West Paces Advisors
Georgia
$841K – – –
BOS
1735
Bank of Stockton
California
$838K -$15.9K -397 -2%
BC
1736
Barrett & Company
Rhode Island
$838K -$293K -7,310 -26%
SPG
1737
Strategic Planning Group
Utah
$836K +$629K +15,701 +292%
PBO
1738
Peoples Bank (Ohio)
Ohio
$834K – – –
CWS
1739
Confluence Wealth Services
Pennsylvania
$833K +$38.4K +959 +5%
DCM
1740
Driehaus Capital Management
Illinois
$833K -$40.4K -1,009 -5%
WFI
1741
West Family Investments
California
$832K +$193K +4,806 +30%
APC
1742
Aspire Private Capital
North Carolina
$830K +$423K +10,553 +102%
BIAS
1743
Beacon Investment Advisory Services
New Jersey
$828K +$9.26K +231 +1%
BAG
1744
Bridgewealth Advisory Group
California
$824K +$266K +6,634 +47%
EP
1745
Edgestream Partners
New Jersey
$823K +$572K +14,281 +221%
CCC
1746
Chelsea Counsel Company
California
$821K – – –
LCM
1747
Leisure Capital Management
California
$820K +$18.6K +464 +2%
EAM
1748
Empirical Asset Management
Massachusetts
$819K -$55.7K -1,391 -4%
TTWM
1749
TCV Trust & Wealth Management
Virginia
$819K -$13.9K -347 -2%
SFA
1750
Semmax Financial Advisors
North Carolina
$818K -$3.73K -93 -0.5%
68 69
70
71 72