We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2326
Occidental Asset Management
California
$342K +$330K +8,604 New
NWA
2327
New World Advisors
Massachusetts
$342K -$88.1K -2,300 -21%
CC
2328
Constitution Capital
Connecticut
$342K – – –
ZF
2329
Zhang Financial
Michigan
$341K +$1.19K +31 +0.4%
OPCM
2330
Osborne Partners Capital Management
California
$340K – – –
CCA
2331
Cottonwood Capital Advisors
Utah
$340K -$50.5K -1,319 -14%
AWM
2332
Ariadne Wealth Management
California
$339K +$327K +8,522 New
MA
2333
MKT Advisors
California
$339K -$23K -601 -7%
BP
2334
BBR Partners
New York
$339K -$29.1K -760 -8%
MA
2335
MBA Advisors
Pennsylvania
$338K -$2.64K -69 -0.8%
MA
2336
Mezzasalma Advisors
New Jersey
$338K +$61.4K +1,602 +23%
SFS
2337
Summit Financial Strategies
Ohio
$338K -$19K -497 -6%
AHL
2338
Abel Hall LLC
Louisiana
$337K +$26.8K +699 +9%
KA
2339
Kozak & Associates
Colorado
$336K +$1.92K +50 +0.6%
KJHP
2340
K.J. Harrison & Partners
Ontario, Canada
$336K -$153K -4,000 -32%
TPWM
2341
Twelve Points Wealth Management
Massachusetts
$336K – – –
MFGP
2342
Marshall Financial Group (Pennsylvania)
Pennsylvania
$335K +$3.79K +99 +1%
WFA
2343
Websterrogers Financial Advisors
South Carolina
$333K -$59.2K -1,546 -16%
LCWP
2344
Legacy Capital Wealth Partners
Arkansas
$333K +$321K +8,365 New
ONSWM
2345
Old North State Wealth Management
North Carolina
$332K +$8.05K +210 +3%
CFO
2346
Collective Family Office
Pennsylvania
$331K +$14K +366 +5%
IWP
2347
Invenio Wealth Partners
Florida
$331K -$7.17K -187 -2%
BBW
2348
Blue Barn Wealth
Utah
$331K +$16.6K +432 +5%
QFA
2349
Quantum Financial Advisors
California
$331K – – –
MWP
2350
Meridian Wealth Partners
Pennsylvania
$330K +$22.8K +595 +8%
92 93
94
95 96