We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2076
Wealth Dimensions Group
Ohio
$588K -$7.22K -162 -1%
FA
2077
Fermata Advisors
California
$588K +$336K +7,550 +116%
FFG
2078
Floyd Financial Group
Missouri
$587K +$45.7K +1,026 +8%
DW30
2079
Drucker Wealth 3.0
New Jersey
$587K -$26.2K -588 -4%
IF
2080
Integrity Financial
Wyoming
$586K -$36.8K -826 -6%
TCOT
2081
Trust Company of Toledo
Ohio
$586K -$5.66K -127 -0.9%
KIM
2082
Kestra Investment Management
Texas
$585K -$93K -2,086 -13%
MCA
2083
MSH Capital Advisors
Arizona
$585K -$15.2K -340 -2%
FSCM
2084
Front Street Capital Management
Montana
$585K -$3.33M -74,739 -84%
SLG
2085
Stanley-Laman Group
Pennsylvania
$584K – – –
TIA
2086
Tiemann Investment Advisors
California
$584K -$18.3K -410 -3%
DWM
2087
Defined Wealth Management
Oregon
$584K -$16.7K -374 -3%
AWAP
2088
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$583K -$14.5K -325 -2%
OWA
2089
Outlook Wealth Advisors
Texas
$582K -$3.92K -88 -0.6%
CA
2090
Crumly & Associates
Illinois
$582K +$8.87K +199 +1%
CVM
2091
Cheviot Value Management
California
$581K +$630K +14,141 New
AF
2092
Apexium Financial
Texas
$581K -$7.31K -164 -1%
IVP
2093
Intrinsic Value Partners
Arizona
$580K -$54.1K -1,214 -8%
RWP
2094
Ridgecrest Wealth Partners
California
$579K +$89.1K +2,000 +17%
DWM
2095
Destination Wealth Management
California
$579K -$66.8K -1,500 -10%
WBWA
2096
William B. Walkup & Associates
South Carolina
$577K – – –
MSA
2097
Marino Stram & Associates
Massachusetts
$577K +$27.5K +618 +5%
BRG
2098
Bay Rivers Group
Virginia
$577K +$25K +560 +4%
TGAM
2099
TBH Global Asset Management
Tennessee
$576K +$134K +3,016 +28%
S
2100
Sunpointe
Missouri
$576K -$33.1K -742 -5%
82 83
84
85 86