We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1951
Gen-Wealth Partners
Michigan
$997K +$200K +3,768 +27%
WG
1952
Wellington Group
Indiana
$996K +$296K +5,570 +47%
OFG
1953
Oxford Financial Group
Indiana
$995K -$46.8K -880 -5%
LWA
1954
Ledgewood Wealth Advisors
New Hampshire
$992K – – –
1WA
1955
180 Wealth Advisors
Washington
$992K -$11.9K -224 -1%
FWP
1956
Firethorn Wealth Partners
Georgia
$991K +$19.4K +364 +2%
TFIPS
1957
Towarzystwo Funduszy Inwestycyjnych PZU SA
$988K +$65.1K +1,224 +8%
HWA
1958
HHM Wealth Advisors
Tennessee
$988K +$8.51K +160 +0.9%
SI
1959
Severin Investments
Missouri
$986K -$101K -1,900 -10%
ALAM
1960
Asahi Life Asset Management
Japan
$986K -$11.4K -215 -1%
SWA
1961
Sax Wealth Advisors
New Jersey
$985K -$22.4K -421 -2%
VCAM
1962
Van Cleef Asset Management
Ohio
$985K +$22.9K +430 +3%
SCI
1963
Stableford Capital II
Arizona
$984K -$92K -1,729 -9%
MIA
1964
MeadowBrook Investment Advisors
Michigan
$983K – – –
SIG
1965
Sky Investment Group
Connecticut
$983K +$85.9K +1,615 +10%
WFAG
1966
Worth Financial Advisory Group
North Carolina
$981K +$915K +17,212 New
HFS
1967
Howard Financial Services
Texas
$980K +$61.5K +1,156 +7%
OWM
1968
OneAscent Wealth Management
Alabama
$971K +$957 +18 +0.1%
ML
1969
McAdam LLC
Pennsylvania
$969K +$121K +2,283 +16%
TMC
1970
Themes Management Co
Connecticut
$967K -$177K -3,326 -16%
WCM
1971
Warburton Capital Management
Oklahoma
$967K +$7.34K +138 +0.8%
JWA
1972
JFS Wealth Advisors
Pennsylvania
$967K -$4.25K -80 -0.5%
CIR
1973
Clear Investment Research
Georgia
$966K +$53 +1 +0%
VW
1974
Vance Wealth
California
$964K -$257K -4,835 -22%
MBWA
1975
Marin Bay Wealth Advisors
California
$964K +$33K +621 +4%
77 78
79
80 81