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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
426
Nicola Wealth Management
British Columbia, Canada
$14.5M +$3.93M +109,200 +31%
CW
427
Connectus Wealth
Ohio
$14.3M +$13.1M +364,838 +381%
MIA
428
MMBG Investment Advisors
Florida
$14.3M +$942K +26,155 +6%
OCAM
429
Onex Canada Asset Management
Ontario, Canada
$14.1M -$978K -27,172 -6%
MA
430
Montag & Associates
Georgia
$14M -$772K -21,442 -5%
NAM
431
NorthCrest Asset Manangement
Minnesota
$14M +$337K +9,355 +2%
Kovitz Investment Group Partners
432
Kovitz Investment Group Partners
Illinois
$14M +$755K +20,973 +5%
PIP
433
PB Investment Partners
California
$14M +$3.97M +110,149 +33%
CG
434
Colony Group
Massachusetts
$13.9M +$2.62M +72,804 +19%
NA
435
NewEdge Advisors
Louisiana
$13.8M +$1.36M +37,662 +9%
MGIA
436
Matthew Goff Investment Advisor
Texas
$13.8M +$798K +22,167 +5%
AWCI
437
Alpine Woods Capital Investors
New York
$13.7M +$3.34M +92,898 +27%
Capstone Investment Advisors
438
Capstone Investment Advisors
New York
$13.7M -$872K -24,224 -5%
JEST
439
JTC Employer Solutions Trustee
Jersey
$13.6M
GC
440
Guggenheim Capital
Illinois
$13.6M -$3.81M -105,895 -19%
SCA
441
Stieven Capital Advisors
Missouri
$13.5M -$1.98M -55,034 -11%
EIP
442
Easterly Investment Partners
Massachusetts
$13.4M +$1.26M +34,975 +9%
DADC
443
D.A. Davidson & Co
Montana
$13.4M +$412K +11,436 +3%
AWS
444
Atria Wealth Solutions
New York
$13.4M +$3.18M +88,425 +27%
GIA
445
Guyasuta Investment Advisors
Pennsylvania
$13.3M +$684K +19,011 +5%
Sanders Capital
446
Sanders Capital
Florida
$13.2M
TSW
447
Thompson Siegel & Walmsley
Virginia
$13.2M +$1.46M +40,625 +11%
MVP
448
Miller Value Partners
Florida
$13.1M -$139K -3,867 -0.9%
MLICM
449
Metropolitan Life Insurance Company (MetLife)
New York
$13.1M -$418K -11,622 -3%
PHK
450
Point72 Hong Kong
Hong Kong
$13.1M +$15.1M +420,470 New