We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1776
Skyline Advisors
Washington
$1.2M +$106 +2 +0%
OL
1777
Optas LLC
Texas
$1.2M +$87.5K +1,646 +9%
JAG
1778
Journey Advisory Group
Kentucky
$1.19M +$285K +5,358 +34%
KCM
1779
Kanawha Capital Management
Virginia
$1.19M +$88.7K +1,668 +9%
GC
1780
GFG Capital
Florida
$1.19M +$425 +8 +0%
DCM
1781
Dorato Capital Management
Colorado
$1.19M
CA
1782
Crewe Advisors
Utah
$1.19M +$49.7K +934 +5%
TF
1783
Tudor Financial
Ohio
$1.19M -$2.87K -54 -0.3%
KFAS
1784
Keating Financial Advisory Services
Kansas
$1.19M +$97.5K +1,833 +10%
WP
1785
Westmount Partners
California
$1.18M +$53.2K +1,001 +5%
PGWM
1786
Parisi Gray Wealth Management
New Jersey
$1.18M +$691 +13 +0.1%
WI
1787
WrapManager Inc
California
$1.18M -$35.9K -675 -3%
BTWM
1788
Baker Tilly Wealth Management
Wisconsin
$1.18M +$91.8K +1,727 +9%
BL
1789
BFSG LLC
California
$1.18M +$992K +18,648 +929%
CCIA
1790
Cherry Creek Investment Advisors
Colorado
$1.18M -$2.29K -43 -0.2%
WE
1791
Wealth Effects
Massachusetts
$1.18M
SIA
1792
Strategic Investment Advisors
Michigan
$1.18M -$86.2K -1,621 -7%
PC
1793
Prairiewood Capital
North Dakota
$1.17M +$2.61K +49 +0.2%
CSC
1794
Caldwell Sutter Capital
California
$1.17M -$1.92K -36 -0.2%
RC
1795
Rexford Capital
Texas
$1.17M +$5.16K +97 +0.5%
WG
1796
Winton Group
United Kingdom
$1.17M +$1.09M +20,575 New
CIA
1797
Citadel Investment Advisory
Ohio
$1.17M -$9.31K -175 -0.8%
SP
1798
Stonebrook Private
Michigan
$1.17M +$29.4K +552 +3%
RL
1799
Rogco LP
Oklahoma
$1.17M -$107K -2,010 -9%
OA
1800
Operose Advisors
Wisconsin
$1.17M -$57.8K -1,087 -5%