We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2226
Collective Family Office
Pennsylvania
$377K +$4.56K +100 +1%
SAF
2227
Smith Anglin Financial
Texas
$377K +$7.43K +163 +2%
HCM
2228
HGI Capital Management
New York
$376K -$8.93K -196 -2%
BCM
2229
Boltwood Capital Management
California
$376K – – –
TCBWMS
2230
Texas Capital Bank Wealth Management Services
Texas
$376K +$10.3K +226 +3%
ACP
2231
Aveo Capital Partners
Colorado
$376K +$23.1K +507 +6%
APW
2232
Austin Private Wealth
Texas
$374K – – –
HWM
2233
Horizon Wealth Management
Illinois
$372K +$381K +8,362 New
KFP
2234
KB Financial Partners
New Jersey
$371K +$4.65K +102 +1%
SCA
2235
STALEY CAPITAL ADVISERS
Pennsylvania
$371K +$40.5K +889 +12%
SIC
2236
Sterling Investment Counsel
New York
$371K +$380K +8,344 New
YL
2237
YCG LLC
Texas
$370K -$9.51M -208,730 -96%
GD
2238
Grandfield & Dodd
New York
$370K -$13.6K -298 -3%
JLBC
2239
J.L. Bainbridge & Co
Florida
$370K -$7.52K -165 -2%
OAM
2240
Oak Asset Management
California
$370K +$51K +1,120 +16%
RWP
2241
Revolve Wealth Partners
New Jersey
$370K +$379K +8,326 New
PCM
2242
Pennsylvania Capital Management
Pennsylvania
$369K -$243K -5,340 -39%
WSC
2243
Wellington Shields & Co
New York
$369K +$378K +8,298 New
BWM
2244
BlackDiamond Wealth Management
New York
$367K +$376K +8,250 New
CWP
2245
Capital Wealth Planning
Florida
$366K -$580K -12,726 -61%
SAMT
2246
Select Asset Management & Trust
Pennsylvania
$365K -$46 -1 -0%
PK
2247
Pflug Koory
Nebraska
$365K – – –
CC
2248
Callan Capital
California
$364K +$135K +2,961 +57%
KA
2249
Kozak & Associates
Colorado
$363K +$1.14K +25 +0.3%
VCM
2250
Vivaldi Capital Management
Illinois
$361K +$1.64K +36 +0.4%
88 89
90
91 92