We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
2026
Thrive Capital Management (Pennsylvania)
Pennsylvania
$527K +$2.55K +56 +0.5%
TCM
2027
Teza Capital Management
Illinois
$527K +$540K +11,852 New
TAM
2028
Townsend Asset Management
North Carolina
$525K -$74K -1,625 -12%
SFO
2029
Stokes Family Office
Louisiana
$525K +$67.6K +1,483 +14%
LAS
2030
LWM Advisory Services
Florida
$525K +$537K +11,797 New
WAM
2031
WFA Asset Management
Wisconsin
$524K +$537K +11,781 New
BIA
2032
BHK Investment Advisors
Alabama
$524K -$9.11K -200 -2%
V
2033
VeraBank
Texas
$524K – – –
CWM
2034
Centric Wealth Management
Illinois
$524K +$9.66K +212 +2%
SN
2035
Sittner & Nelson
Oregon
$523K – – –
HC
2036
Hoese & Co
Minnesota
$522K – – –
GKWIM
2037
Gerber Kawasaki Wealth & Investment Management
California
$522K +$124K +2,729 +30%
CWA
2038
Consilium Wealth Advisory
Texas
$522K +$535K +11,733 New
HFS
2039
Heritage Financial Services
Massachusetts
$522K +$535K +11,746 New
GP
2040
Greenline Partners
New York
$521K – – –
PG
2041
Patten Group
Tennessee
$521K +$173K +3,793 +48%
WCM
2042
Wedge Capital Management
North Carolina
$520K -$7.2K -158 -1%
RFA
2043
RTD Financial Advisors
Pennsylvania
$520K +$532K +11,688 New
LCM
2044
LVM Capital Management
Michigan
$519K -$31.8K -698 -6%
AFS
2045
Annapolis Financial Services
Maryland
$517K +$17.7K +389 +3%
PFA
2046
Pure Financial Advisors
California
$516K +$4.46K +98 +0.9%
FHC
2047
First Heartland Consultants
Missouri
$510K -$69.2K -1,518 -12%
BWM
2048
BT Wealth Management
Georgia
$510K +$173K +3,808 +50%
WIM
2049
Westside Investment Management
California
$508K -$22.3K -490 -2%
ARMT
2050
Amica Retiree Medical Trust
Rhode Island
$508K +$520K +11,410 New
80 81
82
83 84