We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
GC
2201
Garde Capital
Washington
$387K – – –
EP
2202
Eudaimonia Partners
Tennessee
$387K -$9.75K -284 -3%
FC
2203
Financial Council
Maryland
$386K +$206 +6 +0.1%
PFA
2204
Pathway Financial Advisors
Vermont
$385K -$20.6K -600 -6%
RPWA
2205
Regent Peak Wealth Advisors
Georgia
$385K +$5.7K +166 +2%
MPIA
2206
Mountain Pacific Investment Advisers
Idaho
$384K -$5.15K -150 -1%
AWC
2207
Adamsbrown Wealth Consultants
Kansas
$384K -$13.2K -385 -4%
TNA
2208
True North Advisors
Texas
$384K -$12.7K -369 -4%
CFP
2209
Cascade Financial Partners
California
$384K +$368K +10,720 New
SAA
2210
Southeast Asset Advisors
Georgia
$383K +$137 +4 +0%
BGAI
2211
Bruce G. Allen Investments
Colorado
$383K -$6.66K -194 -2%
PFWA
2212
Paces Ferry Wealth Advisors
Georgia
$382K -$20.5K -596 -6%
AT
2213
American Trust
Kentucky
$381K +$96K +2,798 +39%
ARC
2214
Advisor Resource Council
Texas
$381K -$362K -10,536 -48%
MCM
2215
Morton Capital Management
California
$381K -$20.3K -591 -6%
HWA
2216
Heartwood Wealth Advisors
Virginia
$380K – – –
VNA
2217
Valley National Advisers
Pennsylvania
$380K +$5.73K +167 +2%
SAM
2218
Secure Asset Management
Michigan
$380K +$344K +10,013 New
DIM
2219
Delta Investment Management
California
$379K +$1.48K +43 +0.4%
SBF
2220
Sara-Bay Financial
Florida
$379K – – –
RWI
2221
Red Wave Investments
Pennsylvania
$379K -$34 -1 -0%
BAM
2222
Byrne Asset Management
New Jersey
$379K -$6.87K -200 -2%
FRM
2223
Fox Run Management
Connecticut
$378K +$342K +9,957 New
NFG
2224
Nadler Financial Group
Illinois
$377K -$20.9K -610 -6%
G
2225
GenTrust
Florida
$377K +$34.3K +1,000 +11%