We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2001
Jackson Square Capital
California
$106K +$72.6K +3,071 +222%
SIS
2002
Sound Income Strategies
Florida
$101K -$18.9K -800 -16%
CHA
2003
Carmichael Hill & Associates
Maryland
$101K -$5.55K -235 -5%
APWM
2004
Atlas Private Wealth Management
New York
$100K -$116K -4,897 -54%
EWA
2005
Evolution Wealth Advisors
Florida
$99K +$23.1K +977 +31%
MA
2006
Modus Advisors
Minnesota
$98K +$97.5K +4,127 New
APC
2007
Aspire Private Capital
North Carolina
$97K +$10.7K +454 +13%
SIAS
2008
Shine Investment Advisory Services
Colorado
$96K – – –
BWA
2009
Burt Wealth Advisors
Maryland
$95K -$6.24K -264 -6%
MFP
2010
Michael F. Price
$95K – – –
OAMG
2011
Odey Asset Management Group
United Kingdom
$95K – – –
SL
2012
Savior LLC
Massachusetts
$94K -$440K -18,605 -82%
PW
2013
Price Wealth
Texas
$94K -$29.3K -1,241 -24%
JPLA
2014
Joseph P. Lucia & Associates
New York
$89K – – –
SFSIG
2015
San Francisco Sentry Investment Group
California
$86K -$3.19K -135 -4%
ACA
2016
Atlas Capital Advisors
Wyoming
$84.4K -$388K -16,409 -82%
DWA
2017
Dougherty Wealth Advisers
Minnesota
$84K -$24 -1 -0%
CWM
2018
Campbell Wealth Management
Virginia
$84K +$83.1K +3,518 New
WB
2019
West Bancorporation
Iowa
$82K – – –
TC
2020
Trust Company
Kansas
$81K -$76.8K -3,250 -49%
BWL
2021
Bogart Wealth LLC
Virginia
$80K -$29.3K -1,238 -27%
M
2022
MOTCO
Texas
$78K -$100K -4,251 -56%
RWG
2023
Regal Wealth Group
California
$78K +$24 +1 +0%
HDIM
2024
Hanson & Doremus Investment Management
Vermont
$77K – – –
MWC
2025
MBM Wealth Consultants
Missouri
$73K +$15.4K +650 +27%
79 80
81
82 83