We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
WP
2276
WealthPLAN Partners
Nebraska
$580K +$133K +2,583 +28%
MHIC
2277
Marble Harbor Investment Counsel
Massachusetts
$580K -$25.8K -500 -4%
FTC
2278
Farmers Trust Company
Ohio
$579K -$22.3K -432 -4%
AFAS
2279
Acorn Financial Advisory Services
Virginia
$578K -$14.1K -274 -2%
CWM
2280
Centurion Wealth Management
Virginia
$578K -$1.7K -33 -0.3%
BTC
2281
Bank & Trust Company
Illinois
$578K – – –
KLWA
2282
Kelly Lawrence W & Associates
California
$577K – – –
WBWA
2283
William B. Walkup & Associates
South Carolina
$577K -$25.1K -487 -3%
SMC
2284
Smith, Moore & Co
Missouri
$577K -$64.1K -1,243 -10%
Foster Group
2285
Foster Group
Iowa
$577K +$34.6K +670 +6%
MBFW
2286
Morton Brown Family Wealth
Pennsylvania
$576K – – –
NCTC
2287
New Covenant Trust Company
Indiana
$574K +$52.9K +1,025 +10%
CIM
2288
CIM Investment Management
Pennsylvania
$573K -$2.63K -51 -0.4%
RWP
2289
Ridgecrest Wealth Partners
California
$572K +$5.16K +100 +0.9%
MAMU
2290
Myriad Asset Management US
Florida
$572K +$69.4K +1,344 +13%
Burney Company
2291
Burney Company
Virginia
$571K -$1.14M -22,092 -65%
TWM
2292
Tradition Wealth Management
Minnesota
$571K -$3.56K -69 -0.6%
IA
2293
IFG Advisors
Missouri
$571K +$206 +4 +0%
MWA
2294
Midland Wealth Advisors
Illinois
$570K -$167K -3,240 -22%
WIM
2295
Warwick Investment Management
Texas
$570K -$9.13K -177 -1%
BBA
2296
Baader Bank Aktiengesellschaft
Germany
$570K +$611K +11,836 New
MWM
2297
Maltin Wealth Management
New Jersey
$569K +$176K +3,402 +41%
LCWP
2298
Legacy Capital Wealth Partners
Arkansas
$569K +$112K +2,167 +23%
SB
2299
Sunflower Bank
Texas
$567K -$18.1K -351 -3%
OBWG
2300
Onyx Bridge Wealth Group
New York
$567K -$9.8K -190 -2%