We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1776
Key Financial Inc
Pennsylvania
$253K -$15K -500 -4%
TP
1777
Tranquility Partners
Tennessee
$251K +$354K +11,811 New
OMIC
1778
Old Mission Investment Co
Michigan
$250K +$17.3K +577 +5%
LCM
1779
Leisure Capital Management
California
$250K -$17.4K -582 -5%
SAG
1780
Spotlight Asset Group
Illinois
$250K -$30 -1 -0%
EWM
1781
EPG Wealth Management
Georgia
$250K +$197K +6,563 +125%
AIP
1782
Almanack Investment Partners
Pennsylvania
$248K -$238K -7,934 -40%
NQWM
1783
Northwest Quadrant Wealth Management
Oregon
$248K -$29.4K -981 -8%
JIP
1784
Jaffetilchin Investment Partners
Florida
$247K -$642K -21,408 -65%
CBFP
1785
Cedar Brook Financial Partners
Ohio
$247K -$148K -4,931 -30%
NG
1786
Northstar Group
New York
$247K +$92.2K +3,075 +36%
PFA
1787
Pathway Financial Advisors
Vermont
$246K – – –
WAP
1788
Wealthcare Advisory Partners
Pennsylvania
$246K +$57.3K +1,913 +20%
FCMC
1789
Founders Capital Management (Connecticut)
Connecticut
$246K +$142K +4,739 +69%
PIA
1790
Perennial Investment Advisors
California
$245K -$7.34K -245 -2%
PFSC
1791
Peoples Financial Services Corp
Pennsylvania
$245K +$18K +600 +5%
HFS
1792
Howard Financial Services
Texas
$245K +$60.9K +2,032 +21%
CAM
1793
Claret Asset Management
Quebec, Canada
$244K -$8.99K -300 -3%
CFD
1794
Creative Financial Designs
Indiana
$244K -$6.27K -209 -2%
CCM
1795
Check Capital Management
California
$244K +$3.12K +104 +0.9%
QT
1796
Quantamental Technologies
New York
$244K +$345K +11,500 New
SDWMA
1797
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$344K +11,465 New
Cohen & Steers
1798
Cohen & Steers
New York
$242K – – –
TCM
1799
Teza Capital Management
Illinois
$242K +$341K +11,380 New
BP
1800
BBR Partners
New York
$241K -$979K -32,671 -74%