We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
2401
Independent Family Office
New York
$239K -$43.1K -1,250 -15%
FA
2402
Fermata Advisors
California
$239K -$13K -377 -5%
BWG
2403
Beta Wealth Group
California
$238K +$6.89K +200 +3%
WCWM
2404
Willow Creek Wealth Management
California
$238K +$8.34K +242 +3%
PMG
2405
Private Management Group
California
$238K +$2.86K +83 +1%
GGS
2406
Galvin Gaustad & Stein
Arizona
$237K -$224K -6,506 -48%
DWA
2407
Douglass Winthrop Advisors
New York
$236K -$110K -3,200 -31%
CTFG
2408
Capstone Triton Financial Group
Oklahoma
$236K +$245K +7,111 New
WFS
2409
Widmann Financial Services
Maryland
$235K +$69 +2 +0%
TFGT
2410
TS Financial Group (TSFG)
Illinois
$234K +$551 +16 +0.2%
BA
2411
Ballast Advisors
Minnesota
$233K -$20.9K -606 -8%
JMF
2412
Johnson Midwest Financial
Iowa
$233K +$344 +10 +0.1%
HFAS
2413
Hummer Financial Advisory Services
Illinois
$232K – – –
CFA
2414
Compass Financial Advisors
Indiana
$232K -$896 -26 -0.4%
BHB
2415
Bank Hapoalim BM
Israel
$232K -$2.24K -65 -0.9%
MCWS
2416
McKinley Carter Wealth Services
West Virginia
$231K +$240K +6,978 New
LSWM
2417
Lorne Steinberg Wealth Management
Canada
$231K – – –
SAMC
2418
Spectrum Asset Management (California)
California
$231K +$240K +6,966 New
OIS
2419
Okabena Investment Services
Minnesota
$231K -$153K -4,435 -39%
LFG
2420
Larson Financial Group
Missouri
$230K -$37.5K -1,088 -14%
HBT
2421
Hills Bank & Trust
Iowa
$230K +$14.3K +415 +6%
WCM
2422
WealthBridge Capital Management
Ohio
$229K – – –
G
2423
GenTrust
Florida
$228K -$150K -4,350 -39%
PWAC
2424
Private Wealth Advisors (California)
California
$228K -$3.41K -99 -1%
IAG
2425
Investment Advisory Group
Massachusetts
$227K +$276 +8 +0.1%
95 96
97
98 99