We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2226
Kozak & Associates
Colorado
$282K +$4.57K +127 +1%
SFS
2227
Stiles Financial Services
Minnesota
$282K +$38.4K +1,066 +13%
KFP
2228
KB Financial Partners
New Jersey
$281K -$20.7K -575 -6%
BWM
2229
BlackDiamond Wealth Management
New York
$281K +$12.9K +359 +4%
FBC
2230
Fairfield, Bush & Co
Connecticut
$280K -$166K -4,604 -34%
CHA
2231
Cooper/Haims Advisors
New York
$280K -$99.4K -2,760 -24%
TC
2232
Tacita Capital
Ontario, Canada
$280K – – –
RMCM
2233
Reynders McVeigh Capital Management
Massachusetts
$280K +$2.74K +76 +0.9%
SWIM
2234
Smallwood Wealth Investment Management
New Jersey
$280K +$72K +2,000 +29%
RTS
2235
Round Table Services
New Jersey
$279K +$36 +1 +0%
HAIM
2236
Hunter Associates Investment Management
Pennsylvania
$279K +$319K +8,873 New
SAM
2237
Security Asset Management
New York
$278K +$612 +17 +0.2%
DIM
2238
Delta Investment Management
California
$277K +$72 +2 +0%
PIMG
2239
Patriot Investment Management Group
Tennessee
$276K -$26K -723 -8%
CAM
2240
Cozad Asset Management
Illinois
$276K – – –
AC
2241
Apella Capital
Connecticut
$276K +$33.9K +941 +12%
TWM
2242
Thrive Wealth Management
Pennsylvania
$276K +$71.7K +1,992 +29%
WAS
2243
WESPAC Advisors SoCal
California
$275K -$252K -7,000 -44%
JCG
2244
John C. Goff
$275K – – –
NF
2245
Nvest Financial
New Hampshire
$275K +$144 +4 +0%
GM
2246
GeoWealth Management
Illinois
$274K -$31K -862 -9%
OWM
2247
OneAscent Wealth Management
Alabama
$274K -$5.04K -140 -2%
FFWM
2248
Future Financial Wealth Management
Ohio
$274K – – –
CBT
2249
CoreFirst Bank & Trust
Kansas
$274K +$3.78K +105 +1%
CC
2250
Centiva Capital
New York
$273K -$940K -26,103 -75%
88 89
90
91 92