We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
Perfromance Wealth Partners
1901
Perfromance Wealth Partners
Illinois
$740K +$25.2K +565 +3%
HWA
1902
HHM Wealth Advisors
Tennessee
$739K +$37.6K +843 +5%
HIMS
1903
Hager Investment Management Services
New Hampshire
$738K +$26K +584 +3%
Close Asset Management
1904
Close Asset Management
United Kingdom
$737K – – –
AIA
1905
AIMZ Investment Advisors
California
$736K – – –
BSI
1906
Bennett Selby Investments
Maine
$734K -$1.56K -35 -0.2%
1WA
1907
180 Wealth Advisors
Washington
$732K +$11.9K +267 +2%
WC
1908
Whitney & Co
New York
$732K – – –
WCA
1909
Westover Capital Advisors
Delaware
$731K +$2.85K +64 +0.4%
BCM
1910
Brasada Capital Management
Texas
$730K -$178K -4,000 -19%
IIM
1911
InTrack Investment Management
Vermont
$728K -$652K -14,625 -46%
CIR
1912
Clear Investment Research
Georgia
$728K +$267 +6 +0%
CL
1913
CSS LLC
Illinois
$728K -$203K -4,560 -21%
AIC
1914
Archer Investment Corporation
Indiana
$727K +$144K +3,236 +23%
PCM
1915
Pointe Capital Management
Michigan
$726K – – –
LWA
1916
Ledgewood Wealth Advisors
New Hampshire
$726K -$19.7K -443 -2%
LIA
1917
LBMC Investment Advisors
Tennessee
$726K -$178K -3,990 -19%
OP
1918
Oslo Pensjonsforsikring
$725K -$97.9K -2,198 -11%
NI
1919
Natural Investments
California
$725K +$22.5K +505 +3%
BB
1920
Bell Bank
North Dakota
$725K +$668 +15 +0.1%
CB
1921
Community Bank
New York
$725K +$29.4K +659 +4%
LSA
1922
Lion Street Advisors
Texas
$724K +$12K +270 +2%
JAG
1923
Journey Advisory Group
Kentucky
$722K -$473K -10,625 -38%
RZH
1924
Relyea Zuckerberg Hanson
Connecticut
$722K -$53.7K -1,205 -7%
KBG
1925
Kahn Brothers Group
New York
$721K -$96K -2,155 -11%