We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1751
Golden State Wealth Management
California
$989K +$990K +22,511 New
AWM
1752
AllSquare Wealth Management
New York
$987K +$52.8K +1,200 +6%
WP
1753
Westmount Partners
California
$986K +$92.1K +2,094 +10%
BW
1754
BIP Wealth
Georgia
$984K +$156K +3,536 +19%
BWA
1755
Beam Wealth Advisors
Louisiana
$983K +$81.7K +1,856 +9%
AFPL
1756
Advus Financial Partners, LLC
Florida
$983K +$34.2K +778 +4%
EWM
1757
Edge Wealth Management
New York
$981K +$88 +2 +0%
ATS
1758
Ashton Thomas Securities
New York
$977K +$643K +14,623 +192%
RBWA
1759
RFG - Bristol Wealth Advisors
Massachusetts
$975K +$976K +22,180 New
JAFL
1760
Jay A. Fishman Ltd
Michigan
$973K – – –
CAM
1761
Columbia Asset Management
Michigan
$971K -$17.4K -396 -2%
SAM
1762
Sawgrass Asset Management
Florida
$970K -$114K -2,593 -11%
AA
1763
Alta Advisers
United Kingdom
$969K +$170K +3,856 +21%
FWM
1764
Finer Wealth Management
Massachusetts
$967K -$105K -2,380 -10%
CL
1765
CSS LLC
Illinois
$967K – – –
EFL
1766
ERn Financial LLC
Wisconsin
$966K +$31.2K +709 +3%
VAS
1767
Vestmark Advisory Solutions
Massachusetts
$965K +$699K +15,889 +262%
PCG
1768
PFC Capital Group
California
$965K -$17.6K -400 -2%
CS
1769
Capital Square
Tennessee
$963K -$50.7K -1,153 -5%
ZF
1770
Zhang Financial
Michigan
$963K +$580K +13,185 +151%
CIA
1771
Citadel Investment Advisory
Ohio
$962K -$1.1K -25 -0.1%
EFSCE
1772
Enterprise Financial Services Corp (EFSC)
Missouri
$962K +$280K +6,357 +41%
TC
1773
TwinBeech Capital
New York
$956K -$2.73M -61,939 -74%
CM
1774
Cercano Management
Washington
$956K – – –
WE
1775
Wealth Effects
Massachusetts
$956K -$128K -2,906 -12%
69 70
71
72 73