We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
2451
Roehl & Yi Investment Advisors
Oregon
$368K +$20.5K +461 +6%
SEP
2452
Southland Equity Partners
Missouri
$368K -$9.27K -208 -2%
CWA
2453
Consilio Wealth Advisors
Washington
$367K +$12.7K +285 +3%
VCP
2454
Vista Capital Partners
Oregon
$365K +$16.7K +375 +4%
LCWP
2455
Legacy Capital Wealth Partners
Arkansas
$365K -$7.13K -160 -2%
EMAM
2456
Encompass More Asset Management
California
$365K +$2.72K +61 +0.7%
SA
2457
Strategic Advocates
Utah
$364K -$33.5K -751 -8%
APWA
2458
Atlas Private Wealth Advisors
New Jersey
$364K +$69.2K +1,552 +22%
Readystate Asset Management
2459
Readystate Asset Management
Illinois
$364K +$388K +8,717 New
CCFM
2460
Clear Creek Financial Management
Washington
$364K +$155K +3,489 +67%
EWM
2461
Evermay Wealth Management
Virginia
$363K +$25.2K +565 +7%
SCG
2462
Sonata Capital Group
Washington
$363K – – –
FWM
2463
FMB Wealth Management
California
$363K +$387K +8,693 New
CG
2464
Curat Global
New Hampshire
$363K +$387K +8,690 New
OPPS
2465
Obsidian Personal Planning Solutions
Maryland
$363K -$7.66K -172 -2%
VC
2466
Vicus Capital
Pennsylvania
$362K -$92.7K -2,081 -19%
CCP
2467
Clarity Capital Partners
California
$362K -$891 -20 -0.2%
BWA
2468
Bordeaux Wealth Advisors
California
$362K -$16.6K -373 -4%
TT
2469
TI-Trust
Illinois
$361K – – –
PA
2470
Perennial Advisors
New York
$360K +$385K +8,637 New
BFIM
2471
Beese Fulmer Investment Management
Ohio
$360K +$72.7K +1,632 +23%
Mill Creek Capital Advisors
2472
Mill Creek Capital Advisors
Pennsylvania
$358K -$5.7K -128 -1%
Tudor Investment Corp
2473
Tudor Investment Corp
Connecticut
$358K +$382K +8,582 New
CAG
2474
Centerpoint Advisory Group
Kansas
$358K -$12.4K -278 -3%
MFGP
2475
Marshall Financial Group (Pennsylvania)
Pennsylvania
$357K +$2.27K +51 +0.6%