We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1826
SRB Corp
Massachusetts
$212K -$8.19K -297 -4%
CF
1827
Corrigan Financial
Rhode Island
$210K +$197K +7,130 New
BHWM
1828
Bar Harbor Wealth Management
New Hampshire
$209K +$195K +7,066 New
PWMAG
1829
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$195K +7,089 New
IF
1830
IRON Financial
Illinois
$208K +$195K +7,056 New
WCM
1831
Windsor Capital Management
Arizona
$208K +$195K +7,073 New
CCM
1832
Carlson Capital Management
Minnesota
$207K +$193K +7,002 New
AAM
1833
Autus Asset Management
Arizona
$207K +$193K +7,008 New
CFA
1834
Capstone Financial Advisors
Illinois
$207K +$194K +7,025 New
WTFG
1835
Wells Trecaso Financial Group
Ohio
$205K +$191K +6,937 New
MCM
1836
MV Capital Management
Maryland
$204K – – –
PAM
1837
Peak Asset Management
Colorado
$204K +$190K +6,900 New
HCM
1838
HM Capital Management
Missouri
$204K +$190K +6,904 New
TPW
1839
Tiller Private Wealth
Pennsylvania
$204K +$191K +6,915 New
BFA
1840
Beaumont Financial Advisors
Massachusetts
$203K -$52.4K -1,900 -22%
ODG
1841
O'Dell Group
Ohio
$203K +$190K +6,889 New
CB
1842
Community Bank
New York
$201K +$40K +1,452 +27%
VNA
1843
VNBTrust National Association
Virginia
$201K +$187K +6,800 New
RCG
1844
Ruggie Capital Group
Florida
$196K -$5.38K -195 -3%
CAC
1845
Certified Advisory Corp
Florida
$196K +$183K +6,648 New
AAC
1846
Asset Advisors Corp
Georgia
$195K +$28 +1 +0%
GCM
1847
Grisanti Capital Management
New York
$192K – – –
BC
1848
Barnett & Company
Tennessee
$189K +$163K +5,897 +1,179%
BDWM
1849
Brewin Dolphin Wealth Management
Ireland
$187K +$78.6K +2,850 +82%
ATC
1850
Adirondack Trust Company
New York
$186K +$1.96K +71 +1%
72 73
74
75 76