We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2276
Merriman Wealth Management
Washington
$219K – – –
OIS
2277
Okabena Investment Services
Minnesota
$219K +$218K +5,319 New
IF
2278
Intrua Financial
Texas
$218K -$41.4K -1,011 -16%
OSNBOA
2279
Old Second National Bank of Aurora
Illinois
$218K – – –
BRG
2280
Bay Rivers Group
Virginia
$217K – – –
PWA
2281
Physician Wealth Advisors
Utah
$217K – – –
UBG
2282
United Bank (Georgia)
Georgia
$217K – – –
RIM
2283
Rockbridge Investment Management
New York
$217K +$16K +390 +8%
DOA
2284
D'Orazio & Associates
Virginia
$217K +$164K +4,001 +318%
MAM
2285
Marotta Asset Management
Virginia
$216K – – –
ACA
2286
Atlas Capital Advisors
Wyoming
$216K +$7.17K +175 +3%
CWA
2287
Carolina Wealth Advisors
South Carolina
$215K -$5.04K -123 -2%
LP
2288
LGL Partners
Pennsylvania
$215K -$369 -9 -0.2%
ZF
2289
Zhang Financial
Michigan
$215K +$214K +5,219 New
APW
2290
Acima Private Wealth
Virginia
$214K – – –
SFG
2291
StrategIQ Financial Group
Indiana
$214K – – –
LB
2292
Leo Brokerage
Texas
$214K +$213K +5,191 New
CSPAM
2293
Cary Street Partners Asset Management
Virginia
$213K -$38.5K -940 -15%
MIP
2294
Mondrian Investment Partners
United Kingdom
$213K – – –
IHL
2295
Investment House LLC
California
$213K +$123 +3 +0.1%
RI
2296
Ridgewood Investments
New Jersey
$212K -$697K -17,000 -77%
BA
2297
Bridge Advisory
California
$212K +$211K +5,139 New
MIM
2298
Merrion Investment Management
New Jersey
$212K +$211K +5,150 New
CPC
2299
Consolidated Planning Corp
Georgia
$212K +$212K +5,165 New
MLFP
2300
MPS Loria Financial Planners
Illinois
$211K +$410 +10 +0.2%
90 91
92
93 94