We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2301
Adamsbrown Wealth Consultants
Kansas
$443K +$19.8K +444 +4%
HKIM
2302
Hayek Kallen Investment Management
Alabama
$443K -$62.2K -1,396 -12%
OR
2303
Olympiad Research
Connecticut
$443K +$473K +10,615 New
WFA
2304
Wellspring Financial Advisors
Ohio
$442K -$4.41K -99 -0.9%
CIM
2305
Confluence Investment Management
Missouri
$442K – – –
IWM
2306
Integris Wealth Management
California
$442K – – –
VST
2307
Van Strum & Towne
California
$441K – – –
DIM
2308
Delta Investment Management
California
$440K -$891 -20 -0.2%
MWM
2309
Mindset Wealth Management
Indiana
$440K +$39.5K +887 +9%
FCMC
2310
Founders Capital Management (Connecticut)
Connecticut
$439K -$85.6K -1,920 -15%
WCM
2311
Wedge Capital Management
North Carolina
$438K -$2.81K -63 -0.6%
BWG
2312
Beta Wealth Group
California
$435K -$30.1K -675 -6%
RMP
2313
Richards, Merrill & Peterson
Washington
$435K -$73.1K -1,640 -14%
QFW
2314
QTR Family Wealth
Florida
$435K +$465K +10,425 New
LWM
2315
Laidlaw Wealth Management
New York
$434K +$257K +5,778 +125%
CAC
2316
Certified Advisory Corp
Florida
$434K -$1.92K -43 -0.4%
CFG
2317
Carr Financial Group
Massachusetts
$433K +$52K +1,168 +13%
DTL
2318
Dynamic Technology Lab
Singapore
$433K +$462K +10,371 New
BAM
2319
Brave Asset Management
New Jersey
$433K – – –
OBWG
2320
Onyx Bridge Wealth Group
New York
$430K +$45 +1 +0%
SAMT
2321
Select Asset Management & Trust
Pennsylvania
$430K – – –
CM
2322
Cornerstone Management
Georgia
$430K – – –
SLC
2323
Second Line Capital
Louisiana
$430K +$459K +10,297 New
FAM
2324
Flaharty Asset Management
Florida
$429K +$60.7K +1,363 +15%
FFA
2325
First Foundation Advisors
California
$429K -$21.5K -482 -4%
91 92
93
94 95