We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2126
Campion Asset Management
Virginia
$322K – – –
TCWM
2127
Total Clarity Wealth Management
Illinois
$320K +$318K +11,156 New
RCA
2128
Ranch Capital Advisors
Florida
$320K -$105K -3,684 -25%
AFS
2129
Annapolis Financial Services
Maryland
$319K -$24.8K -870 -7%
RA
2130
Rise Advisors
New York
$318K -$15.2K -532 -5%
WAM
2131
WFA Asset Management
Wisconsin
$318K +$2.17K +76 +0.7%
WAG
2132
Wallace Advisory Group
California
$318K – – –
SSW
2133
Stone Summit Wealth
Florida
$317K -$999 -35 -0.3%
SJL
2134
Shayne & Jacobs LLC
Tennessee
$316K – – –
TFA
2135
Toth Financial Advisory
Virginia
$315K -$3.4K -119 -1%
FFA
2136
Farther Finance Advisors
California
$315K -$153K -5,356 -33%
JC
2137
Jacobs & Co
California
$315K -$4.57K -160 -1%
FWA
2138
FSM Wealth Advisors
Ohio
$314K -$6.02K -211 -2%
TWM
2139
Tanager Wealth Management
United Kingdom
$313K -$2.83K -99 -0.9%
EA
2140
Emerald Advisors
Washington
$312K -$25.9K -906 -8%
OP
2141
ORG Partners
Indiana
$311K -$10.6K -370 -3%
CFO
2142
CVA Family Office
Colorado
$310K +$128K +4,502 +71%
FC
2143
Financial Council
Maryland
$310K +$200 +7 +0.1%
KIA
2144
Kraematon Investment Advisors
Massachusetts
$310K -$4.91K -172 -2%
AT
2145
Arden Trust
Delaware
$310K -$866K -30,365 -74%
TWM
2146
Triton Wealth Management
Arizona
$310K +$143 +5 +0.1%
CM
2147
Cornerstone Management
Georgia
$310K – – –
OFS
2148
Oldfather Financial Services
Nebraska
$309K – – –
RIG
2149
RiverFront Investment Group
Virginia
$309K +$2.08K +73 +0.7%
RCG
2150
Rock Creek Group
District of Columbia
$309K -$14K -492 -4%
84 85
86
87 88