We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2026
Lowe Wealth Advisors
Maryland
$21K -$6.06K -202 -17%
WCM
2027
Wealthcare Capital Management
Virginia
$21K -$300 -10 -1%
PCC
2028
Park Circle Company
Maryland
$21K – – –
RCWMU
2029
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K – – –
SAM
2030
Security Asset Management
New York
$20K – – –
CFN
2031
Cordasco Financial Network
Florida
$20K +$300 +10 +1%
CA
2032
Centerpoint Advisors
Massachusetts
$20K +$23.4K +780 +488%
CH
2033
Canton Hathaway
Rhode Island
$19K -$57.4K -1,915 -68%
IF
2034
Ironwood Financial
Arizona
$19K +$3K +100 +13%
CC
2035
Cognios Capital
Kansas
$18K +$25.8K +859 New
DI
2036
Disciplined Investments
Oklahoma
$17K +$21.6K +719 +1,042%
TC
2037
Truvestments Capital
Florida
$17K +$24.4K +815 New
CPA
2038
Cowen Prime Advisors
New York
$16K +$22.8K +760 New
CBT
2039
Central Bank & Trust
Kentucky
$15K -$454K -15,136 -96%
MFT
2040
Moisand Fitzgerald Tamayo
Florida
$15K +$30 +1 +0.1%
HWM
2041
HighMark Wealth Management
Minnesota
$15K +$1.71K +57 +8%
PP
2042
PrairieView Partners
Minnesota
$15K +$20.7K +689 New
BCM
2043
Brooktree Capital Management
Michigan
$14K – – –
SSWG
2044
Seven Springs Wealth Group
Tennessee
$14K – – –
CWM
2045
Cedar Wealth Management
California
$13K – – –
IFAM
2046
Institutional & Family Asset Management
Colorado
$13K +$779 +26 +4%
BAMG
2047
Brand Asset Management Group
Missouri
$12K -$67.5K -2,251 -80%
FEG
2048
Financial Enhancement Group
Indiana
$12K -$38.6K -1,286 -70%
CWM
2049
Cranbrook Wealth Management
Michigan
$12K – – –
CYG
2050
Clean Yield Group
Vermont
$12K +$7.5K +250 +83%
80 81
82
83 84