We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1951
Stableford Capital II
Arizona
$984K -$92K -1,729 -9%
MIA
1952
MeadowBrook Investment Advisors
Michigan
$983K – – –
SIG
1953
Sky Investment Group
Connecticut
$983K +$85.9K +1,615 +10%
WFAG
1954
Worth Financial Advisory Group
North Carolina
$981K +$915K +17,212 New
HFS
1955
Howard Financial Services
Texas
$980K +$61.5K +1,156 +7%
OWM
1956
OneAscent Wealth Management
Alabama
$971K +$957 +18 +0.1%
ML
1957
McAdam LLC
Pennsylvania
$969K +$121K +2,283 +16%
TMC
1958
Themes Management Co
Connecticut
$967K -$177K -3,326 -16%
WCM
1959
Warburton Capital Management
Oklahoma
$967K +$7.34K +138 +0.8%
JWA
1960
JFS Wealth Advisors
Pennsylvania
$967K -$4.25K -80 -0.5%
CIR
1961
Clear Investment Research
Georgia
$966K +$53 +1 +0%
VW
1962
Vance Wealth
California
$964K -$257K -4,835 -22%
MBWA
1963
Marin Bay Wealth Advisors
California
$964K +$33K +621 +4%
ISWM
1964
Independent Solutions Wealth Management
New York
$962K -$188K -3,528 -17%
DDPIC
1965
Deroy & Devereaux Private Investment Counsel
Michigan
$962K – – –
OWA
1966
One Wealth Advisors
California
$961K – – –
FCAS
1967
First Command Advisory Services
Texas
$958K -$35.5K -668 -4%
SN
1968
Sittner & Nelson
Oregon
$958K +$4.04K +76 +0.5%
TA
1969
TrueWealth Advisors
Alabama
$956K +$223K +4,202 +33%
SHFG
1970
S Harris Financial Group
Texas
$954K +$9.57K +180 +1%
ISWM
1971
Intesa Sanpaolo Wealth Management
$953K +$518K +9,748 +140%
CIC
1972
Crawford Investment Counsel
Georgia
$953K +$194K +3,649 +28%
CWMK
1973
Caliber Wealth Management (Kansas)
Kansas
$952K +$90.1K +1,694 +11%
BPW
1974
Bingham Private Wealth
California
$951K +$25.5K +480 +3%
CC
1975
Chicago Capital
Illinois
$950K -$26.6K -500 -3%
77 78
79
80 81