We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2376
Compass Financial Advisors
Indiana
$219K +$108 +3 +0%
WFS
2377
Widmann Financial Services
Maryland
$219K +$36.1K +1,002 +17%
TCOO
2378
Trust Company of Oklahoma
Oklahoma
$218K – – –
SHFP
2379
Second Half Financial Partners
Florida
$218K – – –
BA
2380
Ballast Advisors
Minnesota
$218K +$7.2K +200 +3%
BWG
2381
Beta Wealth Group
California
$218K +$7.2K +200 +3%
HVM
2382
Harvest Volatility Management
Connecticut
$218K +$34.6K +961 +16%
CNWM
2383
Clay Northam Wealth Management
California
$217K -$181K -5,040 -42%
SFP
2384
Sandbox Financial Partners
Maryland
$217K -$30K -832 -11%
AWM
2385
Affinity Wealth Management
Delaware
$217K +$396 +11 +0.2%
CTI
2386
Community Trust & Investment
Kentucky
$216K -$65K -1,806 -21%
WCWM
2387
Willow Creek Wealth Management
California
$216K – – –
IAG
2388
Investment Advisory Group
Massachusetts
$215K -$13.4K -371 -5%
WCM
2389
WealthBridge Capital Management
Ohio
$215K -$3.6K -100 -1%
G
2390
GenTrust
Florida
$215K – – –
BWA
2391
Bordeaux Wealth Advisors
California
$215K +$7.56K +210 +3%
SWM
2392
Scissortail Wealth Management
Oklahoma
$215K +$174K +4,829 New
RTC
2393
Riverview Trust Company
Washington
$214K -$55.9K -1,552 -18%
CWA
2394
Clarity Wealth Advisors
California
$214K -$12.2K -338 -5%
HBT
2395
Hills Bank & Trust
Iowa
$214K -$2.2K -61 -0.9%
BEI
2396
Benjamin Edwards Inc
Missouri
$214K +$40.8K +1,133 +20%
MWPCG
2397
Measured Wealth Private Client Group
New Hampshire
$213K -$32.9K -914 -12%
IIA
2398
Integral Investment Advisors
California
$213K -$24.6K -683 -9%
F
2399
F3Logic
Minnesota
$213K – – –
WAM
2400
Winslow Asset Management
Ohio
$213K – – –
94 95
96
97 98