We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2276
Keebeck Wealth Management
Illinois
$259K +$10.7K +324 +4%
KA
2277
Kozak & Associates
Colorado
$259K -$2.21K -67 -0.7%
VBFP
2278
Valtinson Bruner Financial Planning
Minnesota
$258K -$43.7K -1,325 -13%
SCM
2279
SKBA Capital Management
California
$257K -$6.6K -200 -2%
TC
2280
Tacita Capital
Ontario, Canada
$257K – – –
RCM
2281
Requisite Capital Management
Texas
$257K +$297K +8,984 New
OHWA
2282
Oak Hill Wealth Advisors
Virginia
$257K +$363 +11 +0.1%
PIMG
2283
Patriot Investment Management Group
Tennessee
$255K +$165 +5 +0.1%
EWS
2284
Evergreen Wealth Solutions
Pennsylvania
$255K -$54.1K -1,638 -16%
UCMOK
2285
United Capital Management of KS
Kansas
$255K +$294K +8,913 New
CSC
2286
Caldwell Sutter Capital
California
$255K +$46.7K +1,416 +19%
CAM
2287
Cozad Asset Management
Illinois
$254K -$31K -938 -10%
QFA
2288
Quantum Financial Advisors
California
$253K – – –
GM
2289
GeoWealth Management
Illinois
$252K -$24K -727 -8%
AWM
2290
Atticus Wealth Management
Florida
$252K -$99K -3,000 -25%
NCM
2291
Narwhal Capital Management
Georgia
$252K – – –
LJCM
2292
Lee Johnson Capital Management
Texas
$252K -$165K -5,000 -36%
AFG
2293
Alterity Financial Group
Maine
$252K +$14.8K +448 +5%
MFA
2294
Morling Financial Advisors
California
$251K +$36.9K +1,117 +15%
HR
2295
Hardy Reed
Mississippi
$251K +$33K +1,000 +13%
MAG
2296
Mayfair Advisory Group
Alabama
$251K +$165 +5 +0.1%
CWP
2297
CFM Wealth Partners
Texas
$251K -$37.6K -1,140 -12%
JF
2298
JSF Financial
California
$250K +$289K +8,749 New
EWM
2299
EPG Wealth Management
Georgia
$250K -$164K -4,977 -36%
VP
2300
Verum Partners
North Carolina
$250K +$15K +454 +5%
90 91
92
93 94