We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
2401
First Heartland Consultants
Missouri
$568K +$74K +1,391 +16%
RCI
2402
RS Crum Inc
California
$565K +$47.7K +897 +10%
ARG
2403
Advisory Resource Group
Oklahoma
$565K +$1.92K +36 +0.4%
GPA
2404
Guidance Point Advisors
Massachusetts
$565K -$12.7K -238 -2%
WWG
2405
West Wealth Group
California
$565K +$32K +602 +6%
LWM
2406
LeConte Wealth Management
Tennessee
$564K +$50.4K +948 +11%
BP
2407
BNP Paribas
France
$563K +$24.8K +466 +5%
DTC
2408
Davidson Trust Company
Washington
$562K -$2.92K -55 -0.6%
OA
2409
Oxbow Advisors
Texas
$562K +$68.2K +1,283 +15%
DBFM
2410
Dickmeyer Boyce Financial Management
Indiana
$562K +$745 +14 +0.1%
LWP
2411
LMG Wealth Partners
Louisiana
$561K -$87.6K -1,648 -14%
USB
2412
Union Savings Bank
Connecticut
$560K
SWASL
2413
Spartan Wealth Advisory Services LLC
Michigan
$559K -$255K -4,798 -33%
SIAG
2414
Signet Investment Advisory Group
Rhode Island
$559K -$18.6K -350 -3%
PCM
2415
Park Capital Management
Wisconsin
$559K +$3.99K +75 +0.8%
RWI
2416
Red Wave Investments
Pennsylvania
$558K +$3.14K +59 +0.6%
NWA
2417
New World Advisors
Massachusetts
$558K -$3.24K -61 -0.6%
CPC
2418
Consolidated Planning Corp
Georgia
$558K +$128K +2,404 +33%
FSCM
2419
Front Street Capital Management
Montana
$557K -$141K -2,656 -21%
IAG
2420
Investment Advisory Group
Massachusetts
$557K +$11.4K +215 +2%
SP
2421
Sequent Planning
Nebraska
$555K +$75.1K +1,413 +17%
AU
2422
AlphaGrep UK
$555K -$491K -9,233 -49%
GG
2423
Greenwood Gearhart
Arkansas
$555K +$100K +1,888 +24%
VFA
2424
Voya Financial Advisors
Connecticut
$555K -$640K -12,035 -56%
PP
2425
Postrock Partners
Oregon
$554K