We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
2151
Consolidated Portfolio Review Corp
New York
$535K -$29.4K -659 -5%
BWM
2152
Baron Wealth Management
Michigan
$535K -$33.1K -742 -5%
TF
2153
Trek Financial
Arizona
$534K +$68.4K +1,534 +14%
PMG
2154
Private Management Group
California
$534K -$29.4K -659 -5%
EA
2155
Ergawealth Advisors
Illinois
$534K – – –
PCA
2156
Prosperity Capital Advisors
Ohio
$533K -$19.5K -438 -3%
LPP
2157
Life Planning Partners
Florida
$532K +$89 +2 +0%
SWA
2158
Sax Wealth Advisors
New Jersey
$532K +$14.3K +322 +3%
CWA
2159
Canvas Wealth Advisors
Kansas
$532K -$6.11K -137 -1%
SPA
2160
Sherbrooke Park Advisers
New York
$531K -$25.4K -570 -4%
BOPW
2161
Brandywine Oak Private Wealth
Pennsylvania
$530K -$8.29K -186 -1%
SLA
2162
Silver Lake Advisory
Utah
$530K +$3.48K +78 +0.6%
GAM
2163
Gemmer Asset Management
California
$527K -$24.5K -550 -4%
EHAM
2164
Eagle Harbor Asset Management
Washington
$527K – – –
GSIAS
2165
Garden State Investment Advisory Services
New Jersey
$527K -$29.2K -656 -5%
PCM
2166
Permanent Capital Management
Illinois
$525K – – –
JWM
2167
JGP Wealth Management
Oregon
$524K +$70.5K +1,583 +14%
CIA
2168
Cape Investment Advisory
Georgia
$524K +$10.6K +238 +2%
AWM
2169
Aberdeen Wealth Management
Illinois
$524K – – –
GPA
2170
Guidance Point Advisors
Massachusetts
$523K +$1.74K +39 +0.3%
PSF
2171
Pacific Sun Financial
California
$522K – – –
AWM
2172
Activest Wealth Management
Florida
$522K +$29.7K +667 +6%
RA
2173
Rise Advisors
New York
$521K +$11.4K +255 +2%
MBFW
2174
Morton Brown Family Wealth
Pennsylvania
$521K +$4.41K +99 +0.8%
MEG
2175
Millstone Evans Group
Colorado
$519K – – –
85 86
87
88 89