We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2026
Intercontinental Wealth Advisors
Texas
$62K +$17.3K +600 +39%
SMFG
2027
Sumitomo Mitsui Financial Group
Japan
$58K +$57.5K +2,000 New
FEG
2028
Financial Enhancement Group
Indiana
$54K – – –
VCM
2029
Vigilant Capital Management
Maine
$50K +$5.75K +200 +13%
RWM
2030
Raffa Wealth Management
District of Columbia
$44.6K +$44K +1,530 New
SL
2031
Salomon & Ludwin
Virginia
$43K – – –
SWM
2032
Selective Wealth Management
Virginia
$43K +$42.2K +1,468 New
TIM
2033
Tortoise Investment Management
New York
$42K -$5.75K -200 -12%
RBC
2034
Roble Belko & Company
Pennsylvania
$41K – – –
MIP
2035
Mondrian Investment Partners
United Kingdom
$39K – – –
VLKIM
2036
Van Lanschot Kempen Investment Management
Netherlands
$39K – – –
LFG
2037
Larson Financial Group
Missouri
$39K +$25.3K +880 +196%
LWA
2038
Lowe Wealth Advisors
Maryland
$38K +$58 +2 +0.2%
FMTCOCP
2039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
PCC
2040
Park Circle Company
Maryland
$29K -$288K -10,000 -91%
RCWMU
2041
Rothschild & Co Wealth Management (UK)
United Kingdom
$28K -$15.4K -535 -36%
FRA
2042
Front Row Advisors
California
$27K -$2.9K -101 -10%
CFN
2043
Cordasco Financial Network
Florida
$27K – – –
DOA
2044
D'Orazio & Associates
Virginia
$27K – – –
SAM
2045
Security Asset Management
New York
$27K – – –
EWA
2046
Evolution Wealth Advisors
Florida
$26K -$20.5M -713,327 -100%
GWAG
2047
Garrett Wealth Advisory Group
Texas
$25.2K +$24.8K +863 New
EWM
2048
Elmwood Wealth Management
California
$24K – – –
IF
2049
Ironwood Financial
Arizona
$23K – – –
MFT
2050
Moisand Fitzgerald Tamayo
Florida
$21K +$86 +3 +0.4%
80 81
82
83 84