We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1926
Fortem Financial Group
California
$337K -$56.1K -2,092 -16%
KM
1927
Kalos Management
Georgia
$337K +$13K +485 +5%
AWM
1928
AllSquare Wealth Management
New York
$337K +$37.5K +1,400 +14%
CCIA
1929
Campbell & Co Investment Adviser
Maryland
$337K +$298K +11,125 New
RCM
1930
Requisite Capital Management
Texas
$335K – – –
CA
1931
Continuum Advisory
Idaho
$335K +$10.5K +390 +4%
CRWM
1932
Castle Rock Wealth Management
California
$334K +$284K +10,581 New
KTC
1933
Kistler-Tiffany Companies
Pennsylvania
$332K -$31.9K -1,190 -10%
SWM
1934
Segment Wealth Management
Texas
$331K +$4.77K +178 +2%
CWP
1935
CFM Wealth Partners
Texas
$329K – – –
LC
1936
LCNB Corp
Ohio
$329K – – –
NIA
1937
Northstar Investment Advisors
Colorado
$329K – – –
PWAC
1938
Private Wealth Advisors (California)
California
$328K +$1.02K +38 +0.4%
FBFS
1939
First Business Financial Services
Wisconsin
$327K – – –
SAM
1940
Seelaus Asset Management
New Jersey
$327K +$289K +10,798 New
TVAMP
1941
Tennessee Valley Asset Management Partners
Tennessee
$326K +$288K +10,747 New
FC
1942
Fusion Capital
South Carolina
$325K +$22.1K +825 +8%
GC
1943
Gratus Capital
Georgia
$324K -$43.8K -1,634 -13%
SCM
1944
Sterneck Capital Management
Missouri
$324K -$5.28K -197 -2%
SJL
1945
Shayne & Jacobs LLC
Tennessee
$324K – – –
FIA
1946
Foundations Investment Advisors
Arizona
$324K +$6.54K +244 +3%
PCM
1947
Pennsylvania Capital Management
Pennsylvania
$323K – – –
SCG
1948
Sonata Capital Group
Washington
$323K – – –
JFGIW
1949
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$322K -$295K -11,000 -51%
SBF
1950
Sara-Bay Financial
Florida
$322K -$25.5K -953 -8%
76 77
78
79 80