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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Calamos Wealth Management
Illinois
$13.4M +$301K +8,721 +3%
GI
502
Gradient Investments
Minnesota
$13.4M +$10.4M +300,373 +663%
UR
503
USCA RIA
Texas
$13.4M +$2.75M +79,753 +30%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M -$2.53M -73,363 -18%
AAM
505
Auxier Asset Management
Oregon
$13.3M +$121K +3,520 +1%
TIM
506
Thompson Investment Management
Wisconsin
$13.3M -$209K -6,068 -2%
CI
507
Capital International
California
$13.3M -$77.1K -2,233 -0.6%
Jones Financial Companies
508
Jones Financial Companies
Missouri
$13.2M -$68K -1,971 -0.6%
KA
509
KLCM Advisors
Wisconsin
$13.1M -$457K -13,246 -4%
HRC
510
Hoertkorn Richard Charles
$13M -$69K -2,000 -0.6%
DC
511
Davenport & Co
Virginia
$12.8M +$201K +5,832 +2%
PFA
512
Paradigm Financial Advisors
Missouri
$12.8M -$757K -21,947 -6%
SH
513
SeaTown Holdings
Singapore
$12.8M -$13.5M -390,000 -54%
LOPW
514
Live Oak Private Wealth
North Carolina
$12.7M +$219K +6,345 +2%
LW
515
Linscomb Wealth
Texas
$12.7M +$495K +14,333 +5%
CIG
516
Consolidated Investment Group
Colorado
$12.7M
SCCM
517
Schafer Cullen Capital Management
New York
$12.6M -$140M -4,065,671 -93%
FCBT
518
First Citizens Bank & Trust
North Carolina
$12.6M -$556K -16,101 -5%
CTI
519
Community Trust & Investment
Kentucky
$12.4M -$3.2M -92,713 -22%
WAM
520
Wallington Asset Management
Indiana
$12.4M +$11M +319,608 New
HPC
521
HM Payson & Co
Maine
$12.2M -$74.2K -2,149 -0.7%
Hudson Bay Capital Management
522
Hudson Bay Capital Management
Connecticut
$12.2M +$1.38M +40,000 +15%
FCH
523
Freestone Capital Holdings
Washington
$12.1M -$14.9K -432 -0.1%
MML Investors Services
524
MML Investors Services
Massachusetts
$12M +$311K +9,025 +3%
H
525
HoyleCohen
California
$12M -$187K -5,428 -2%