We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1926
Geller Advisors
New York
$452K -$146K -4,427 -22%
HWA
1927
HHM Wealth Advisors
Tennessee
$451K +$7.92K +240 +2%
CFP
1928
Catalyst Financial Partners
Massachusetts
$451K -$5.88K -178 -1%
HIC
1929
Harvey Investment Company
Kentucky
$449K – – –
GPI
1930
General Partner Inc
Pennsylvania
$449K – – –
VC
1931
Veracity Capital
Georgia
$448K -$20.4K -617 -4%
DBT
1932
Dubuque Bank & Trust
Iowa
$448K -$67.7K -2,050 -12%
SIC
1933
Shoker Investment Counsel
Ohio
$447K +$462 +14 +0.1%
GC
1934
Gratus Capital
Georgia
$447K +$35.8K +1,083 +7%
OFW
1935
Omnia Family Wealth
Florida
$445K -$43.8K -1,327 -8%
CAM
1936
Cidel Asset Management
Ontario, Canada
$444K +$5.58K +169 +1%
WFAG
1937
Wescott Financial Advisory Group
Pennsylvania
$444K +$26.6K +807 +5%
FRM
1938
Fox Run Management
Connecticut
$442K +$510K +15,445 New
AWA
1939
Amplius Wealth Advisors
Pennsylvania
$440K -$363 -11 -0.1%
WWMSC
1940
Wagner Wealth Management (South Carolina)
South Carolina
$440K +$199K +6,024 +64%
PFG
1941
PAX Financial Group
Texas
$439K +$507K +15,353 New
RBC
1942
Romano Brothers & Co
Illinois
$438K +$15K +455 +3%
CSB
1943
City State Bank
Iowa
$438K -$13.2K -400 -3%
LFA
1944
Landmark Financial Advisors
Kentucky
$437K -$79.2K -2,400 -14%
WRPWM
1945
Werba Rubin Papier Wealth Management
California
$437K +$64.3K +1,948 +15%
RWB
1946
RMR Wealth Builders
New Jersey
$437K -$44.6K -1,351 -8%
BC
1947
Bridgefront Capital
Texas
$436K +$504K +15,260 New
BCM
1948
Basso Capital Management
Connecticut
$435K +$502K +15,200 New
NP
1949
Nilsine Partners
Colorado
$434K +$501K +15,186 New
MFC
1950
Mechanics Financial Corp
Ohio
$433K -$71.2K -2,156 -12%
76 77
78
79 80