We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1826
Veracity Capital
Georgia
$496K +$7.76K +232 +1%
CFO
1827
CVA Family Office
Colorado
$494K -$6.69K -200 -1%
SWM
1828
Sendero Wealth Management
Texas
$492K +$544K +16,277 New
HWA
1829
HHM Wealth Advisors
Tennessee
$491K -$1.67K -50 -0.3%
CRI
1830
Colonial River Investments
Virginia
$491K +$40.7K +1,217 +8%
WC
1831
Whitney & Co
New York
$490K – – –
FM
1832
Foster & Motley
Ohio
$489K -$42.7K -1,277 -7%
FCFC
1833
First Citizens Financial Corp
Iowa
$488K -$10K -300 -2%
OIA
1834
Optimum Investment Advisors
Illinois
$488K +$17.8K +531 +3%
LAM
1835
L2 Asset Management
Massachusetts
$487K +$66.8K +1,997 +14%
Aristotle Capital Management
1836
Aristotle Capital Management
California
$486K – – –
HCM
1837
Hall Capital Management
Rhode Island
$485K -$9.16K -274 -2%
VCP
1838
Verus Capital Partners
Arizona
$484K +$41.8K +1,251 +8%
SIG
1839
Sky Investment Group
Connecticut
$483K +$3.51K +105 +0.7%
GFS
1840
GYL Financial Synergies
Connecticut
$483K +$20.3K +607 +4%
FWSM
1841
First Wilshire Securities Management
California
$482K +$27.1K +811 +5%
SAM
1842
Seelaus Asset Management
New Jersey
$481K -$20.6K -617 -4%
DAM
1843
Delta Asset Management
Tennessee
$481K -$3.51K -105 -0.7%
SFO
1844
Stokes Family Office
Louisiana
$481K +$137K +4,107 +35%
NA
1845
Navellier & Associates
Nevada
$480K -$30.1K -900 -5%
FMN
1846
Financial Management Network
California
$480K +$1.14K +34 +0.2%
BFC
1847
Bedel Financial Consulting
Indiana
$477K -$26.4K -789 -6%
BWM
1848
Baystate Wealth Management
Massachusetts
$476K -$77.7K -2,323 -13%
CSB
1849
City State Bank
Iowa
$476K -$18.6K -555 -3%
DWM
1850
Drive Wealth Management
Utah
$476K +$82.7K +2,473 +19%