We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1826
Willis Johnson & Associates
Texas
$999K -$74.2K -1,437 -7%
DWM
1827
Destination Wealth Management
California
$996K +$409K +7,919 +63%
FFG
1828
Fortem Financial Group
California
$996K -$1.11M -21,587 -51%
ISWM
1829
Independent Solutions Wealth Management
New York
$995K -$2.15M -41,685 -67%
HAC
1830
Harbor Advisory Corp
New Hampshire
$995K -$8.62K -167 -0.8%
WDA
1831
Wendell David Associates
New Hampshire
$994K – – –
FFL
1832
Future Fund LLC
Illinois
$990K +$6.76K +131 +0.6%
TMC
1833
Themes Management Co
Connecticut
$989K +$152K +2,954 +17%
HWMO
1834
Heritage Wealth Management (Ohio)
Ohio
$989K +$206 +4 +0%
GAM
1835
Gemmer Asset Management
California
$988K -$20.2K -391 -2%
CCM
1836
Crew Capital Management
Ohio
$987K – – –
EAM
1837
Empirical Asset Management
Massachusetts
$986K -$1.53M -29,591 -59%
AA
1838
Aire Advisors
California
$986K -$2.53K -49 -0.2%
PI
1839
Parkside Investments
Illinois
$986K +$11.4K +220 +1%
WP
1840
WealthShield Partners
North Carolina
$985K +$155 +3 +0%
RB
1841
Renasant Bank
Mississippi
$984K +$124K +2,410 +14%
HWA
1842
Heritage Wealth Advisors
Virginia
$984K +$13.2K +255 +1%
CCC
1843
Chelsea Counsel Company
California
$975K – – –
PCM
1844
Potomac Capital Management
New York
$975K – – –
BCM
1845
Brasada Capital Management
Texas
$975K +$181K +3,500 +21%
SP
1846
Stonebrook Private
Michigan
$975K +$21.6K +419 +2%
CA
1847
Crewe Advisors
Utah
$973K +$15.3K +297 +2%
CWM
1848
Circle Wealth Management
New Jersey
$972K +$2.79K +54 +0.3%
TWP
1849
Triad Wealth Partners
Kansas
$971K +$13.5K +262 +1%
EWA
1850
Evolution Wealth Advisors
Florida
$969K – – –
72 73
74
75 76