We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1851
Confluence Investment Management
Missouri
$240K – – –
P
1852
&Partners
Tennessee
$240K +$24.7K +993 +11%
IIM
1853
Ironwood Investment Management
Massachusetts
$239K – – –
CWA
1854
Carolina Wealth Advisors
South Carolina
$239K +$16.1K +645 +7%
PCM
1855
Pennsylvania Capital Management
Pennsylvania
$238K -$278K -11,171 -54%
FC
1856
Fusion Capital
South Carolina
$238K -$29.1K -1,167 -11%
NQWM
1857
Northwest Quadrant Wealth Management
Oregon
$237K -$4.56K -183 -2%
HAFS
1858
Hapanowicz & Associates Financial Services
Pennsylvania
$237K +$246K +9,865 New
BAM
1859
Bellevue Asset Management
Washington
$236K +$1.17K +47 +0.5%
PWAC
1860
Private Wealth Advisors (California)
California
$236K +$1.42K +57 +0.6%
PIMG
1861
Patriot Investment Management Group
Tennessee
$236K +$76.8K +3,086 +46%
FIA
1862
Foundations Investment Advisors
Arizona
$235K -$95.3K -3,827 -28%
C
1863
Certuity
Florida
$235K +$9.24K +371 +4%
AWM
1864
AllSquare Wealth Management
New York
$234K – – –
JLBC
1865
J.L. Bainbridge & Co
Florida
$234K +$2.27K +91 +0.9%
NEPPG
1866
New England Professional Planning Group
Rhode Island
$233K -$68.9K -2,766 -22%
VNA
1867
Valley National Advisers
Pennsylvania
$233K -$20.3K -816 -8%
SMC
1868
Smith, Moore & Co
Missouri
$232K +$100 +4 +0%
BL
1869
Balentine LLC
Georgia
$232K +$25.1K +1,009 +12%
PP
1870
PDS Planning
Ohio
$232K +$240K +9,635 New
BC
1871
Brio Consultants
California
$229K -$7.54K -303 -3%
LWIC
1872
Leith Wheeler Investment Counsel
British Columbia, Canada
$229K – – –
ACA
1873
Affinity Capital Advisors
California
$229K +$236K +9,497 New
MCP
1874
Mirador Capital Partners
California
$228K -$23.4K -940 -9%
ML
1875
McAdam LLC
Pennsylvania
$228K +$6.1K +245 +3%
73 74
75
76 77