We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2351
Tompkins Financial
New York
$116K +$65K +1,883 +169%
MWC
2352
MBM Wealth Consultants
Missouri
$115K – – –
TFIPS
2353
Towarzystwo Funduszy Inwestycyjnych PZU SA
$114K – – –
M
2354
MOTCO
Texas
$113K -$36K -1,044 -26%
ADIM
2355
Alpha DNA Investment Management
Maryland
$112K – – –
APWM
2356
Atlas Private Wealth Management
New York
$109K +$11K +320 +13%
LGWM
2357
Litman Gregory Wealth Management
California
$107K -$4.42K -128 -4%
BMD
2358
Better Money Decisions
New Mexico
$105K +$93.7K +2,716 New
SCM
2359
Sirios Capital Management
Massachusetts
$103K -$43.3K -1,256 -32%
ONST
2360
Old North State Trust
North Carolina
$103K – – –
FA
2361
Fortis Advisors
Pennsylvania
$97K +$86.3K +2,500 New
IRAG
2362
Investment Research & Advisory Group
Georgia
$96K – – –
NIC
2363
Northwest Investment Counselors
Oregon
$96K +$85.8K +2,487 New
KIG
2364
Kessler Investment Group
Indiana
$95K -$5.21K -151 -6%
WOC
2365
West Oak Capital
California
$95K – – –
EC
2366
Estate Counselors
Wisconsin
$92K – – –
DWP
2367
Destiny Wealth Partners
Florida
$92K +$3.83K +111 +5%
FCM
2368
Firestone Capital Management
Florida
$90K -$9.87K -286 -11%
SGAM
2369
Smith Group Asset Management
Texas
$90K +$10.2K +296 +15%
BAM
2370
Barrett Asset Management
New York
$89K – – –
UFF
2371
USA Financial Formulas
Michigan
$86K +$75.8K +2,198 +6,280%
JWM
2372
Janiczek Wealth Management
Colorado
$85K +$39.5K +1,145 +109%
BDWM
2373
Brewin Dolphin Wealth Management
Ireland
$84.6K – – –
PA
2374
Perennial Advisors
New York
$84K +$26.7K +773 +55%
LWA
2375
Lenox Wealth Advisors
New York
$80K -$46.2K -1,338 -39%
93 94
95
96 97