We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2051
Mayfair Advisory Group
Alabama
$245K +$225K +6,963 New
AC
2052
Avestar Capital
New York
$244K – – –
FWM
2053
Foresight Wealth Management
Utah
$244K – – –
BI
2054
Ballast Inc
Kentucky
$243K -$38.8K -1,200 -15%
WCWM
2055
Willow Creek Wealth Management
California
$241K -$8.76K -271 -4%
FCMC
2056
Founders Capital Management (Connecticut)
Connecticut
$241K +$221K +6,851 New
RTS
2057
Round Table Services
New Jersey
$240K -$115K -3,550 -34%
MCM
2058
McRae Capital Management
New Jersey
$240K -$3.23K -100 -1%
DC
2059
Derby & Company
Massachusetts
$240K +$220K +6,806 New
LCC
2060
Lincoln Capital Corp
Rhode Island
$240K +$220K +6,808 New
SP
2061
Successful Portfolios
Florida
$238K -$24.6K -762 -10%
FM
2062
Family Management
New York
$238K +$218K +6,759 New
3F
2063
360 Financial
Minnesota
$238K +$221K +6,853 New
KWA
2064
KCS Wealth Advisory
California
$237K +$32 +1 +0%
SEIA
2065
Signature Estate & Investment Advisors
California
$236K -$20.3K -627 -9%
WTFG
2066
Wells Trecaso Financial Group
Ohio
$236K -$16K -496 -7%
FP
2067
Fiduciary Planning
Florida
$236K +$229K +7,095 New
TC
2068
Trust Company
Kansas
$235K -$9.44K -292 -4%
NSAM
2069
North Star Asset Management
Wisconsin
$235K +$215K +6,665 New
SHWM
2070
Smith & Howard Wealth Management
Georgia
$235K +$216K +6,669 New
AP
2071
Adero Partners
California
$235K +$216K +6,670 New
BWL
2072
Bogart Wealth LLC
Virginia
$233K +$12.9K +400 +6%
UC
2073
Unio Capital
New Jersey
$232K -$51.7K -1,600 -20%
SDAM
2074
Shulman DeMeo Asset Management
New York
$232K +$213K +6,590 New
CPIG
2075
Chicago Partners Investment Group
Illinois
$230K -$9.05K -280 -4%
81 82
83
84 85