We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2251
Trek Financial
Arizona
$257K -$2.74K -82 -1%
KWM
2252
Keebeck Wealth Management
Illinois
$257K – – –
CHA
2253
Cooper/Haims Advisors
New York
$256K -$16.7K -500 -6%
IFO
2254
Independent Family Office
New York
$256K +$41.8K +1,250 +17%
HC
2255
Hamilton Capital
Ohio
$254K -$110K -3,282 -28%
SKK
2256
Shepherd Kaplan Krochuk
Massachusetts
$254K – – –
OWM
2257
OneAscent Wealth Management
Alabama
$252K -$15.2K -454 -5%
SWM
2258
Segment Wealth Management
Texas
$252K -$7.55K -226 -3%
DIP
2259
DT Investment Partners
Pennsylvania
$251K -$489K -14,633 -64%
LJHT
2260
Laurie J. Hall Trustee
$250K -$10K -300 -4%
GD
2261
Grandfield & Dodd
New York
$250K – – –
PCM
2262
Pennsylvania Capital Management
Pennsylvania
$250K – – –
BC
2263
Brio Consultants
California
$250K +$602 +18 +0.3%
RWM
2264
RKL Wealth Management
Pennsylvania
$250K +$277K +8,286 New
GWM
2265
Gray Wealth Management
Maine
$249K – – –
LBA
2266
Lowell Blake & Associates
Massachusetts
$249K – – –
EWM
2267
Executive Wealth Management
Michigan
$248K -$257K -7,689 -97%
MAM
2268
Marotta Asset Management
Virginia
$246K – – –
CBT
2269
CoreFirst Bank & Trust
Kansas
$246K -$21.9K -654 -7%
WMA
2270
West Michigan Advisors
Michigan
$245K -$61K -1,824 -18%
ACM
2271
Aljian Capital Management
Nevada
$245K – – –
NCM
2272
Narwhal Capital Management
Georgia
$245K +$67 +2 +0%
CH
2273
Canton Hathaway
Rhode Island
$245K +$167K +5,000 +161%
OHIS
2274
Oak Harvest Investment Services
Texas
$244K +$270K +8,090 New
RFM
2275
Royal Fund Management
Florida
$243K +$14.2K +426 +6%
89 90
91
92 93