We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1901
Dumont & Blake Investment Advisors
New Jersey
$485K -$12.3K -299 -2%
V
1902
VeraBank
Texas
$485K -$10.5K -255 -2%
SN
1903
Sittner & Nelson
Oregon
$485K +$51.2K +1,250 +12%
FAM
1904
Formidable Asset Management
Ohio
$484K -$4.71M -115,022 -91%
TCMP
1905
Thrive Capital Management (Pennsylvania)
Pennsylvania
$484K +$2.05K +50 +0.4%
IFG
1906
Investors Financial Group
Minnesota
$484K +$8.36K +204 +2%
GP
1907
Greenline Partners
New York
$483K – – –
CPSC
1908
Carl P. Sherr & Co
Massachusetts
$480K +$5.29K +129 +1%
LC
1909
LCNB Corp
Ohio
$478K +$30.7K +750 +7%
CWM
1910
Centric Wealth Management
Illinois
$477K -$4.91M -119,758 -91%
RC
1911
Rinet Company
Massachusetts
$477K -$39.2K -956 -8%
JC
1912
Jacobs & Co
California
$477K -$4.1K -100 -0.9%
KW
1913
KWB Wealth
California
$477K – – –
TWM
1914
Titus Wealth Management
California
$474K +$1.48K +36 +0.3%
PCM
1915
Penserra Capital Management
California
$473K -$22K -537 -4%
SWM
1916
Segment Wealth Management
Texas
$473K – – –
CCT
1917
Capital City Trust
Florida
$472K -$32.1K -782 -6%
HAS
1918
HBW Advisory Services
California
$471K -$8.4K -205 -2%
NFG
1919
Nations Financial Group
Iowa
$470K +$209K +5,093 +81%
TIA
1920
Traphagen Investment Advisors
New Jersey
$469K -$79K -1,927 -14%
PP
1921
PDS Planning
Ohio
$468K +$24.5K +598 +6%
RFO
1922
RiverGlades Family Offices
Florida
$466K -$41K -1,000 -8%
BSB
1923
Bangor Savings Bank
Maine
$466K +$2.58K +63 +0.6%
GC
1924
Gratus Capital
Georgia
$466K +$8.89K +217 +2%
BEAM
1925
Baker Ellis Asset Management
Washington
$465K -$16.4K -400 -3%
75 76
77
78 79