BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2076
Virtue Capital Management
Tennessee
$667K -$223K -5,305 -27%
TCOT
2077
Trust Company of Toledo
Ohio
$666K +$1.35K +32 +0.2%
KOC
2078
Koss-Olinger Consulting
Florida
$665K -$12K -285 -2%
IF
2079
Integrity Financial
Wyoming
$665K +$84 +2 +0%
NFA
2080
Northern Financial Advisors
Michigan
$665K -$14.2K -338 -2%
CRWM
2081
Castle Rock Wealth Management
California
$663K +$1.73K +41 +0.3%
CWA
2082
Canvas Wealth Advisors
Kansas
$662K -$5.76K -137 -1%
SMA
2083
Seven Mile Advisory
New Jersey
$661K -$36.9K -876 -6%
FWCM
2084
Ferguson Wellman Capital Management
Oregon
$659K -$280K -6,652 -32%
MSA
2085
Marino Stram & Associates
Massachusetts
$657K +$2.94K +70 +0.5%
WMA
2086
West Michigan Advisors
Michigan
$657K +$355K +8,438 +155%
DWM
2087
Defined Wealth Management
Oregon
$657K -$4.29K -102 -0.7%
RWPA
2088
Richard W. Paul & Associates
Michigan
$656K -$23.8K -565 -4%
BSTWA
2089
Blake Schutter Theil Wealth Advisors
Ohio
$656K +$3.87K +92 +0.7%
KFP
2090
KMG Fiduciary Partners
Ohio
$656K -$28.1K -668 -5%
WBWA
2091
William B. Walkup & Associates
South Carolina
$654K – – –
DCM
2092
Driehaus Capital Management
Illinois
$654K -$284K -6,756 -33%
PCG
2093
PFC Capital Group
California
$654K -$196K -4,667 -25%
EC
2094
EntryPoint Capital
New York
$654K -$22.4K -532 -4%
OL
2095
Optas LLC
Texas
$654K -$49.8K -1,183 -8%
ZBNA
2096
Zions Bancorporation, National Association
Utah
$654K -$32.2K -766 -5%
WA
2097
Waddell & Associates
Tennessee
$652K +$109K +2,580 +23%
GKWIM
2098
Gerber Kawasaki Wealth & Investment Management
California
$652K -$21.3K -507 -4%
CVM
2099
Cheviot Value Management
California
$651K – – –
BFA
2100
Buttonwood Financial Advisors
Maryland
$650K -$563K -13,379 -49%
82 83
84
85 86