We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1726
Wealth Effects
Massachusetts
$940K +$35.5K +796 +4%
NGA
1727
Naples Global Advisors
Florida
$936K -$9.09K -204 -0.9%
RWB
1728
RMR Wealth Builders
New Jersey
$936K -$100K -2,247 -9%
ATS
1729
Ashton Thomas Securities
New York
$934K +$2.94K +66 +0.3%
WP
1730
Westmount Partners
California
$933K -$3.61K -81 -0.4%
MPI
1731
Mairs & Power Inc
Minnesota
$932K -$11.1K -250 -1%
RBFC
1732
Roman Butler Fullerton & Co
Missouri
$930K +$19.7K +442 +2%
AFPL
1733
Advus Financial Partners, LLC
Florida
$927K -$5.97K -134 -0.6%
CA
1734
Continuum Advisory
Idaho
$926K +$245K +5,489 +33%
JAFL
1735
Jay A. Fishman Ltd
Michigan
$924K – – –
FAIM
1736
Financial Advocates Investment Management
Washington
$920K -$381K -8,552 -28%
FFM
1737
Fullerton Fund Management
Singapore
$918K +$980K +21,991 New
FPWM
1738
FSB Premier Wealth Management
Iowa
$918K +$89.2K +2,002 +10%
TCM
1739
Traynor Capital Management
Pennsylvania
$917K +$10.8K +242 +1%
CIA
1740
Citadel Investment Advisory
Ohio
$914K – – –
SIS
1741
Sound Income Strategies
Florida
$913K -$56.9K -1,276 -6%
CCM
1742
CAAS Capital Management
New York
$913K -$95K -2,133 -9%
EWM
1743
Edge Wealth Management
New York
$911K -$22.2K -499 -2%
CC
1744
Callan Capital
California
$911K +$10.6K +237 +1%
CGF
1745
Constant Guidance Financial
Massachusetts
$910K +$972K +21,802 New
CM
1746
Cercano Management
Washington
$908K – – –
KFI
1747
Key Financial Inc
Pennsylvania
$906K -$66.2K -1,485 -6%
EFL
1748
ERn Financial LLC
Wisconsin
$904K -$14.1K -316 -1%
CH
1749
Cromwell Holdings
Wyoming
$902K – – –
RBWA
1750
RFG - Bristol Wealth Advisors
Massachusetts
$901K -$26.2K -589 -3%
68 69
70
71 72