We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2226
Apella Capital
Connecticut
$320K +$26.7K +776 +9%
CWA
2227
Consilium Wealth Advisory
Texas
$319K – – –
SCG
2228
Sonata Capital Group
Washington
$319K – – –
4WM
2229
44 Wealth Management
Oregon
$317K -$33.6K -975 -9%
GM
2230
GeoWealth Management
Illinois
$317K -$1.89K -55 -0.6%
HIP
2231
HUB Investment Partners
Texas
$316K +$10.4K +303 +3%
PIMG
2232
Patriot Investment Management Group
Tennessee
$316K +$276 +8 +0.1%
MA
2233
MBA Advisors
Pennsylvania
$314K -$27.7K -804 -8%
WAOTB
2234
Wealth Advisors of Tampa Bay
Florida
$314K – – –
ACM
2235
Aljian Capital Management
Nevada
$314K +$48.2K +1,400 +17%
LIG
2236
Lokken Investment Group
Delaware
$313K – – –
WB
2237
West Bancorporation
Iowa
$313K -$29K -841 -8%
BAM
2238
Bosun Asset Management
Illinois
$313K +$325K +9,446 New
WOSD
2239
WFA of San Diego
California
$311K -$6.23K -181 -2%
SAM
2240
Strategy Asset Managers
California
$311K +$15.5K +449 +5%
DWM
2241
Destination Wealth Management
California
$311K -$41.5K -1,204 -11%
RPWA
2242
Regent Peak Wealth Advisors
Georgia
$311K +$4.13K +120 +1%
WWMSC
2243
Wagner Wealth Management (South Carolina)
South Carolina
$310K +$12.1K +351 +4%
BA
2244
Bluesphere Advisors
Pennsylvania
$309K -$6.89K -200 -2%
PHAM
2245
Palisades Hudson Asset Management
Florida
$309K – – –
NF
2246
Nvest Financial
New Hampshire
$308K +$15.8K +459 +5%
MPCL
2247
My Personal CFO LLC
Washington
$308K – – –
CAC
2248
Certified Advisory Corp
Florida
$307K -$43.5K -1,263 -12%
LCC
2249
Lincoln Capital Corp
Rhode Island
$306K +$319K +9,248 New
GPA
2250
Guerra Pan Advisors
New Jersey
$306K – – –
88 89
90
91 92