We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BA
2401
Ballast Advisors
Minnesota
$212K +$12.5K +380 +5%
RAM
2402
Readystate Asset Management
Illinois
$212K +$245K +7,418 New
BFIM
2403
Beese Fulmer Investment Management
Ohio
$212K -$38.5K -1,166 -14%
MAA
2404
Matrix Asset Advisors
New York
$212K +$244K +7,399 New
WFS
2405
Widmann Financial Services
Maryland
$212K +$9.77K +296 +4%
B
2406
Bridgeworth
Alabama
$211K -$16.2K -491 -6%
NSB
2407
Norway Savings Bank
Maine
$211K -$3.3K -100 -1%
SG
2408
Sharper & Granite
California
$210K -$2.84K -86 -1%
MFG
2409
Monte Financial Group
Connecticut
$209K
NWM
2410
Northcape Wealth Management
New York
$209K +$242K +7,316 New
DBIA
2411
Dumont & Blake Investment Advisors
New Jersey
$209K -$4.06K -123 -2%
IIM
2412
Ironwood Investment Management
Massachusetts
$208K -$11.4K -346 -5%
IAG
2413
Investment Advisory Group
Massachusetts
$208K +$14K +424 +6%
BWL
2414
Bogart Wealth LLC
Virginia
$207K +$142K +4,313 +147%
TBC
2415
Ted Buchan & Co
California
$207K -$5.55K -168 -2%
RRWA
2416
Rainey & Randall Wealth Advisors
Florida
$207K +$29.9K +906 +14%
PS
2417
Planned Solutions
California
$207K
IFO
2418
Independent Family Office
New York
$206K
MPCG
2419
Matrix Private Capital Group
New York
$206K -$5.55K -168 -2%
EFG
2420
Ethos Financial Group
Pennsylvania
$206K -$50.6K -1,533 -18%
GIP
2421
Granite Investment Partners
California
$205K -$9.9K -300 -4%
HAIM
2422
Hunter Associates Investment Management
Pennsylvania
$205K -$4.95K -150 -2%
FOA
2423
Five Oceans Advisors
California
$205K -$59.3K -1,796 -20%
SWMP
2424
Signature Wealth Management Partners
New Jersey
$205K +$236K +7,152 New
JMF
2425
Johnson Midwest Financial
Iowa
$204K +$3.66K +111 +2%