We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGP
1926
Marshall Financial Group (Pennsylvania)
Pennsylvania
$214K +$219K +7,745 New
QC
1927
QCM Cayman
Texas
$212K -$62.4K -2,208 -22%
NPF
1928
Norris Perne & French
Michigan
$212K +$217K +7,666 New
CAM
1929
Concorde Asset Management
Michigan
$211K +$216K +7,647 New
KA
1930
Klingman & Associates
New York
$211K +$216K +7,658 New
IFS
1931
Ifrah Financial Services
Arkansas
$209K +$214K +7,567 New
PI
1932
Pettee Investors
Connecticut
$209K +$214K +7,571 New
TLP
1933
Trinity Legacy Partners
Texas
$208K +$213K +7,541 New
BC
1934
Barnett & Company
Tennessee
$207K – – –
CG
1935
CFO4Life Group
Texas
$207K +$212K +7,518 New
TC
1936
Trust Company
Kansas
$206K -$84.8K -3,000 -29%
WTFG
1937
Wells Trecaso Financial Group
Ohio
$206K +$211K +7,450 New
SCA
1938
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$211K +7,467 New
WC
1939
Whitnell & Co
Illinois
$205K – – –
BDWM
1940
Brewin Dolphin Wealth Management
Ireland
$204K – – –
JFM
1941
Jackson Financial Management
California
$203K -$45.2K -1,599 -18%
DWM
1942
Darwin Wealth Management
Florida
$203K +$208K +7,367 New
BFC
1943
Bedel Financial Consulting
Indiana
$202K +$141 +5 +0.1%
BC
1944
Bartlett & Co
Ohio
$201K +$2.91K +103 +1%
M
1945
MOTCO
Texas
$201K +$37.6K +1,330 +22%
EIP
1946
Ellis Investment Partners
Pennsylvania
$201K +$199K +7,049 New
IWS
1947
Insight Wealth Strategies
California
$201K +$206K +7,299 New
BCWM
1948
Bartlett & Co Wealth Management
Ohio
$201K +$2.91K +103 +1%
CIA
1949
CSat Investment Advisory
Michigan
$200K +$87.3K +3,089 +74%
SWRP
1950
Summit Wealth & Retirement Planning
California
$200K +$205K +7,236 New
76 77
78
79 80