We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2026
Private Ocean
California
$61K +$14.9K +526 +31%
RCG
2027
Ruggie Capital Group
Florida
$59K -$4.24K -150 -7%
JWA
2028
JFS Wealth Advisors
Pennsylvania
$59K – – –
PCTC
2029
Perkins Coie Trust Company
Washington
$59K – – –
VLKIM
2030
Van Lanschot Kempen Investment Management
Netherlands
$58K +$59K +2,088 New
BAM
2031
Barrett Asset Management
New York
$57K – – –
SPL
2032
Smart Portfolios LLC
Washington
$57K +$1.64K +58 +3%
LHC
2033
Little House Capital
Massachusetts
$53K +$54.8K +1,939 New
FEG
2034
Financial Enhancement Group
Indiana
$51K -$42.3K -1,496 -45%
CHP
2035
Cable Hill Partners
Oregon
$50K -$1.27K -45 -2%
CFA
2036
Camarda Financial Advisors
Florida
$47K +$30.2K +1,067 +167%
VCM
2037
Vigilant Capital Management
Maine
$46K -$57.1K -2,020 -55%
TIM
2038
Tortoise Investment Management
New York
$45K +$8.82K +312 +23%
LWA
2039
Lenox Wealth Advisors
New York
$44K -$35.1K -1,241 -44%
NWA
2040
New World Advisors
Massachusetts
$44K +$45.3K +1,602 New
IWA
2041
Intercontinental Wealth Advisors
Texas
$42K -$3.53K -125 -8%
NC
2042
NewSquare Capital
Pennsylvania
$41K – – –
UOTTAIMCU
2043
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$40K +$41.3K +1,461 New
RBC
2044
Roble Belko & Company
Pennsylvania
$39K – – –
MIP
2045
Mondrian Investment Partners
United Kingdom
$37K – – –
HFM
2046
Harvest Fund Management
China
$37K +$37.7K +1,335 New
LWA
2047
Lowe Wealth Advisors
Maryland
$35K +$28 +1 +0.1%
CFN
2048
Cordasco Financial Network
Florida
$33K +$12.7K +450 +62%
PCMK
2049
Paragon Capital Management (Kansas)
Kansas
$33K +$34K +1,204 New
FMTCOCP
2050
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K – – –
80 81
82
83 84