We are live on ! Find out more
BAC icon

Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2451
Wells Trecaso Financial Group
Ohio
$289K +$422 +11 +0.2%
DWM
2452
Destination Wealth Management
California
$288K +$19.3K +503 +7%
SL
2453
Sentry LLC
Tennessee
$288K – – –
NWM
2454
Northcape Wealth Management
New York
$287K – – –
SI
2455
Saxon Interests
Texas
$287K -$19.3K -504 -7%
WCG
2456
Weaver Consulting Group
California
$287K – – –
MFA
2457
Morling Financial Advisors
California
$287K +$5.06K +132 +2%
WG
2458
Wealth Group
North Carolina
$286K -$2.84K -74 -1%
FA
2459
Fiduciary Alliance
South Carolina
$286K +$268K +6,981 New
APWA
2460
Atlas Private Wealth Advisors
New Jersey
$285K +$275K +7,168 New
HFS
2461
Heritage Financial Services
Massachusetts
$284K -$107K -2,780 -28%
PAG
2462
Paladin Advisory Group
Iowa
$284K – – –
SLT
2463
St Louis Trust
Missouri
$283K -$13.4K -350 -5%
BFA
2464
Beacon Financial Advisory
Ohio
$283K -$768K -20,049 -74%
CFC
2465
Coyle Financial Counsel
Illinois
$283K – – –
AIA
2466
Acute Investment Advisory
Arizona
$283K – – –
GGS
2467
Galvin Gaustad & Stein
Arizona
$282K – – –
ITIM
2468
Indiana Trust & Investment Management
Indiana
$282K +$115K +3,003 +73%
SPP
2469
Single Point Partners
Massachusetts
$282K -$26.3K -687 -9%
M1FG
2470
Mach-1 Financial Group
Arkansas
$282K +$27K +705 +11%
SSWM
2471
Strait & Sound Wealth Management
California
$282K -$53.5K -1,395 -16%
JAM
2472
JCIC Asset Management
Ontario, Canada
$281K +$26.4K +690 +11%
CW
2473
CIC Wealth
Maryland
$281K -$19K -497 -7%
BWG
2474
Beta Wealth Group
California
$281K -$131K -3,411 -33%
FBC
2475
Fairfield, Bush & Co
Connecticut
$281K -$39.9K -1,040 -13%
97 98
99
100 101