We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
2076
Brown, Lisle/Cummings
Rhode Island
$324K +$414 +14 +0.1%
SFG
2077
Summit Financial Group
West Virginia
$323K – – –
BWAM
2078
Boyd Watterson Asset Management
Ohio
$323K -$926K -31,305 -73%
DCM
2079
Donaldson Capital Management
Indiana
$323K -$81.5K -2,755 -19%
RWP
2080
Ridgecrest Wealth Partners
California
$322K -$14.2K -480 -4%
PAIM
2081
Punch & Associates Investment Management
Minnesota
$322K +$34.6K +1,171 +11%
CC
2082
Chicago Capital
Illinois
$322K – – –
MC
2083
Middleton & Co
Massachusetts
$320K -$22.5K -760 -6%
VFP
2084
Verus Financial Partners
Virginia
$319K +$11.8K +400 +3%
RP
2085
Rice Partnership
Hawaii
$319K – – –
ARC
2086
Advisor Resource Council
Texas
$319K -$3.94K -133 -1%
FW
2087
FirstPurpose Wealth
Utah
$319K +$9.47K +320 +3%
SIA
2088
SkyView Investment Advisors
New Jersey
$318K -$192K -6,487 -36%
HBW
2089
Hazlett, Burt & Watson
West Virginia
$318K – – –
LC
2090
LCNB Corp
Ohio
$318K -$2.22K -75 -0.6%
PWMG
2091
Pinnacle Wealth Management Group
Michigan
$318K +$1.77K +60 +0.5%
KWM
2092
Keebeck Wealth Management
Illinois
$317K +$1.36K +46 +0.4%
SFO
2093
Stokes Family Office
Louisiana
$316K -$34.8K -1,176 -9%
SEP
2094
Southland Equity Partners
Missouri
$316K +$56.7K +1,918 +20%
OWA
2095
Opal Wealth Advisors
New York
$316K +$1.51K +51 +0.4%
AHB
2096
Abner Herrman & Brock
New Jersey
$315K -$254K -8,571 -43%
VC
2097
Vicus Capital
Pennsylvania
$315K +$41.3K +1,397 +14%
FI
2098
Financial Insights
Washington
$314K -$6.15K -208 -2%
OAM
2099
Oak Asset Management
California
$314K – – –
NO
2100
Ninety One
South Africa
$313K – – –
82 83
84
85 86