We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2176
Permanent Capital Management
Illinois
$638K +$14.7K +284 +2%
CFO
2177
CVA Family Office
Colorado
$637K +$86.5K +1,676 +15%
CIC
2178
Crawford Investment Counsel
Georgia
$637K -$63.2K -1,225 -9%
WIP
2179
WealthCare Investment Partners
Rhode Island
$637K – – –
IF
2180
Integrity Financial
Wyoming
$636K +$78.2K +1,515 +13%
NWA
2181
Navis Wealth Advisors
New York
$635K +$619 +12 +0.1%
GFA
2182
Gallagher Fiduciary Advisors
Illinois
$633K +$7.38K +143 +1%
FAL
2183
Focused Alpha LLC
Colorado
$633K -$1.68M -32,467 -71%
PSP
2184
Pacific Sage Partners
Washington
$633K +$77.4K +1,500 +13%
SSC
2185
Syverson Strege & Co
Iowa
$633K -$19.3K -374 -3%
SLA
2186
Silver Lake Advisory
Utah
$632K +$3.82K +74 +0.6%
AA
2187
Argent Advisors
Louisiana
$631K -$89.4K -1,733 -12%
SFO
2188
Stokes Family Office
Louisiana
$630K -$373K -7,223 -36%
PWMA
2189
Pension & Wealth Management Advisors
Massachusetts
$630K -$21.8K -423 -3%
BFA
2190
Buttonwood Financial Advisors
Maryland
$629K -$14.4K -279 -2%
TCM
2191
Towercrest Capital Management
Pennsylvania
$628K – – –
CPW
2192
Cogent Private Wealth
Florida
$628K +$55.4K +1,074 +9%
SAM
2193
Smithbridge Asset Management
Pennsylvania
$627K -$473K -9,162 -42%
EA
2194
Ergawealth Advisors
Illinois
$627K +$2.84K +55 +0.4%
CCAM
2195
Cascades Capital Asset Management
North Carolina
$626K -$227K -4,402 -26%
HA
2196
Hanover Advisors
South Carolina
$625K -$14K -271 -2%
M1FG
2197
Mach-1 Financial Group
Arkansas
$625K -$1.53M -29,729 -70%
HI
2198
Hudock Inc
Pennsylvania
$625K +$20.2K +392 +3%
PWS
2199
Proactive Wealth Strategies
Georgia
$622K +$331K +6,415 +101%
WDG
2200
Wealth Dimensions Group
Ohio
$622K +$19K +369 +3%
86 87
88
89 90