We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2226
Delta Investment Management
California
$269K +$100 +3 +0%
PIMG
2227
Patriot Investment Management Group
Tennessee
$269K +$1.17K +35 +0.4%
SMA
2228
Sage Mountain Advisors
Georgia
$269K +$9.39K +281 +3%
RWP
2229
Revolve Wealth Partners
New Jersey
$269K +$23.7K +710 +9%
HA
2230
HFG Advisors
Ohio
$268K -$8.76K -262 -3%
CAM
2231
Cozad Asset Management
Illinois
$268K – – –
HAIM
2232
Hunter Associates Investment Management
Pennsylvania
$268K – – –
AC
2233
Apella Capital
Connecticut
$268K +$100 +3 +0%
SAF
2234
Smith Anglin Financial
Texas
$268K +$21.1K +632 +8%
OAM
2235
Oak Asset Management
California
$268K +$296K +8,860 New
CCMD
2236
Cypress Capital Management (Delaware)
Delaware
$267K -$15.1K -451 -5%
NF
2237
Nvest Financial
New Hampshire
$267K +$167 +5 +0.1%
CCP
2238
Cassia Capital Partners
North Carolina
$267K +$60.9K +1,821 +26%
QFA
2239
Quantum Financial Advisors
California
$264K -$4.01K -120 -1%
CCFCSB
2240
Cape Cod Five Cents Savings Bank
Massachusetts
$264K +$11.5K +344 +4%
ESCM
2241
Echo Street Capital Management
New York
$263K -$356K -10,642 -55%
OPTFSNA
2242
Old Point Trust & Financial Services N A
Virginia
$263K -$40.2K -1,203 -12%
BAM
2243
Bellevue Asset Management
Washington
$263K – – –
IIM
2244
Ironwood Investment Management
Massachusetts
$263K – – –
SAMT
2245
Select Asset Management & Trust
Pennsylvania
$262K +$15K +450 +5%
CA
2246
CGN Advisors
Kansas
$261K +$34.2K +1,024 +13%
SFS
2247
Stiles Financial Services
Minnesota
$260K -$14.9K -447 -5%
JHCP
2248
Jackson Hole Capital Partners
Oklahoma
$260K – – –
BFIM
2249
Beese Fulmer Investment Management
Ohio
$259K -$3.34K -100 -1%
FP
2250
Financial Perspectives
Minnesota
$259K +$93.6K +2,799 +48%
88 89
90
91 92