We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
2251
New England Professional Planning Group
Rhode Island
$306K – – –
UFA
2252
US Financial Advisors
Massachusetts
$306K -$136K -3,960 -30%
MIAS
2253
Mason Investment Advisory Services
Virginia
$306K +$517 +15 +0.2%
BCMLT
2254
Beacon Capital Management LLC (Tennessee)
Tennessee
$305K -$136K -3,958 -30%
AIIMS
2255
Analyst IMS Investment Management Services
Israel
$305K – – –
CS
2256
Capital Square
Tennessee
$305K -$78.1K -2,268 -20%
SCM
2257
SKBA Capital Management
California
$305K – – –
VCM
2258
Vivaldi Capital Management
Illinois
$304K +$6.34K +184 +2%
FUBT
2259
First United Bank & Trust
Maryland
$303K -$85.7K -2,489 -21%
FM
2260
Family Management
New York
$302K +$80.4K +2,334 +34%
KA
2261
Kozak & Associates
Colorado
$302K – – –
VCM
2262
Violich Capital Management
California
$302K – – –
CT
2263
Colonial Trust
South Carolina
$301K -$34.4K -1,000 -10%
SWIM
2264
Smallwood Wealth Investment Management
New Jersey
$301K +$3.44K +100 +1%
OBWG
2265
Onyx Bridge Wealth Group
New York
$301K +$301K +8,743 New
ACM
2266
Allred Capital Management
Texas
$301K -$1.76K -51 -0.6%
BA
2267
Bristlecone Advisors
Washington
$300K +$312K +9,048 New
TC
2268
Tacita Capital
Ontario, Canada
$298K – – –
PP
2269
PDS Planning
Ohio
$297K -$78.3K -2,273 -20%
OHWA
2270
Oak Hill Wealth Advisors
Virginia
$297K +$309K +8,968 New
FOA
2271
Five Oceans Advisors
California
$297K -$13.9K -403 -4%
GHA
2272
GW Henssler & Associates
Georgia
$297K +$308K +8,953 New
SAM
2273
Security Asset Management
New York
$296K +$654 +19 +0.2%
SIA
2274
Sage Investment Advisers
New York
$296K -$53K -1,538 -15%
DIM
2275
Delta Investment Management
California
$296K +$1.55K +45 +0.5%
89 90
91
92 93