We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2076
Shelton Wealth Management
Texas
$338K +$134 +4 +0%
IA
2077
IFG Advisors
Missouri
$338K +$18K +538 +5%
IBOK
2078
Independence Bank of Kentucky
Kentucky
$337K – – –
JC
2079
Jacobs & Co
California
$337K – – –
CCM
2080
Carlson Capital Management
Minnesota
$336K -$16.5K -495 -4%
TWM
2081
Triton Wealth Management
Arizona
$336K +$33 +1 +0%
FA
2082
Financial Advisors
Massachusetts
$336K +$702 +21 +0.2%
ML
2083
McAdam LLC
Pennsylvania
$335K +$16.9K +506 +5%
FBT
2084
First Bank & Trust
South Dakota
$335K +$25.6K +767 +7%
CI
2085
CX Institutional
Indiana
$334K -$18.5K -554 -5%
KFS
2086
Kaizen Financial Strategies
California
$332K -$13.5K -403 -4%
MIC
2087
Maxi Investments CY
Cyprus
$332K – – –
SB
2088
Strategic Blueprint
Georgia
$331K +$20.2K +603 +6%
RTS
2089
Round Table Services
New Jersey
$331K +$66.9K +2,000 +22%
ACM
2090
Alethea Capital Management
Washington
$329K -$10.5K -313 -3%
SAM
2091
Smithbridge Asset Management
Pennsylvania
$328K -$11.8K -354 -3%
CRWM
2092
Castle Rock Wealth Management
California
$327K +$602 +18 +0.2%
CM
2093
Cornerstone Management
Georgia
$326K – – –
TA
2094
Townsend & Associates
Colorado
$326K +$293K +8,778 New
FC
2095
Financial Council
Maryland
$326K +$361K +10,791 New
SIC
2096
Sigma Investment Counselors
Michigan
$325K – – –
HWM
2097
Horizon Wealth Management
Illinois
$324K -$16.4K -492 -4%
PWM
2098
Prentice Wealth Management
New York
$324K +$359K +10,742 New
KBG
2099
Kahn Brothers Group
New York
$324K – – –
TFA
2100
Toth Financial Advisory
Virginia
$323K -$137K -4,091 -28%
82 83
84
85 86