We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1751
Cornercap Investment Counsel
Georgia
$637K – – –
VCM
1752
Virtue Capital Management
Tennessee
$636K -$34.6K -859 -5%
WAS
1753
WESPAC Advisors SoCal
California
$635K -$20.1K -500 -3%
RHAM
1754
Round Hill Asset Management
California
$634K -$8.78K -218 -1%
TC
1755
TwinBeech Capital
New York
$634K +$602K +14,935 New
BCM
1756
Barometer Capital Management
Ontario, Canada
$634K -$8.25M -204,832 -93%
SSWM
1757
Sheets Smith Wealth Management
North Carolina
$632K -$36.5K -907 -6%
EBT
1758
Enterprise Bank & Trust
Massachusetts
$632K – – –
WFA
1759
Websterrogers Financial Advisors
South Carolina
$628K -$66.7K -1,656 -10%
IBOK
1760
Independence Bank of Kentucky
Kentucky
$628K -$15.1K -375 -2%
FMN
1761
Financial Management Network
California
$628K -$10.5K -260 -2%
CCIA
1762
Cherry Creek Investment Advisors
Colorado
$628K -$5.32K -132 -0.9%
WAM
1763
Wakefield Asset Management
Colorado
$628K +$1.45K +36 +0.2%
AWM
1764
Apollon Wealth Management
South Carolina
$628K +$18.2K +451 +3%
ACP
1765
Aviance Capital Partners
Florida
$627K -$24.2K -600 -4%
SAM
1766
Strategy Asset Managers
California
$624K +$121 +3 +0%
SFWA
1767
Summit Financial Wealth Advisors
Louisiana
$623K +$60.4K +1,500 +11%
AFP
1768
Ausdal Financial Partners
Iowa
$622K -$88.3K -2,191 -13%
ISWM
1769
Independent Solutions Wealth Management
New York
$621K -$185K -4,588 -24%
MPIA
1770
Mountain Pacific Investment Advisers
Idaho
$621K -$64.5K -1,600 -10%
FWM
1771
Fairhaven Wealth Management
Illinois
$621K +$81 +2 +0%
WCM
1772
Whitener Capital Management
North Carolina
$619K +$47.3K +1,173 +6%
TWM
1773
Titus Wealth Management
California
$619K +$126K +3,122 +27%
BFC
1774
Bedel Financial Consulting
Indiana
$618K +$604 +15 +0.1%
BWA
1775
Brave Warrior Advisors
New York
$617K – – –