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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
501
Live Oak Private Wealth
North Carolina
$14.3M +$327K +7,247 +2%
Jones Financial Companies
502
Jones Financial Companies
Missouri
$14.1M +$661K +14,649 +4%
AAM
503
Auxier Asset Management
Oregon
$14M -$8.08K -179 -0.1%
PIP
504
PB Investment Partners
California
$14M +$2.68M +59,492 +21%
EOJOAM
505
E. Ohman J:or Asset Management
Sweden
$13.9M -$1.42M -31,400 -9%
CWM
506
Calamos Wealth Management
Illinois
$13.9M +$255K +5,653 +2%
WAM
507
Wallington Asset Management
Indiana
$13.8M +$245K +5,440 +2%
MAM
508
Mastrapasqua Asset Management
Tennessee
$13.7M -$966K -21,410 -6%
HPC
509
HM Payson & Co
Maine
$13.6M +$65.4K +1,449 +0.4%
HRC
510
Hoertkorn Richard Charles
$13.6M -$264K -5,850 -2%
FCH
511
Freestone Capital Holdings
Washington
$13.6M +$188K +4,165 +1%
TCM
512
Twin Capital Management
Pennsylvania
$13.5M -$1.96M -43,460 -12%
H
513
HoyleCohen
California
$13.3M +$239K +5,300 +2%
AWS
514
Atria Wealth Solutions
New York
$13.3M +$14.6M +322,671 New
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$13.1M -$2.04M -45,238 -12%
Two Sigma Investments
516
Two Sigma Investments
New York
$13M -$95.1M -2,108,629 -87%
PI
517
PEAK6 Investments
Illinois
$13M +$14.2M +315,110 New
USCWA
518
U.S. Capital Wealth Advisors
Texas
$12.9M -$196K -4,346 -1%
LIA
519
LS Investment Advisors
Michigan
$12.8M +$6.77K +150 +0%
BOTW
520
Bank of the West
California
$12.8M -$693K -15,365 -5%
ET
521
Equitable Trust
Tennessee
$12.7M +$9.25M +204,961 +197%
RSWM
522
Robertson Stephens Wealth Management
California
$12.7M +$346K +7,676 +3%
PWP
523
Perfromance Wealth Partners
Illinois
$12.6M +$5.29M +117,284 +62%
AssetMark Inc
524
AssetMark Inc
California
$12.5M +$2.59M +57,511 +23%
XF
525
XML Financial
Maryland
$12.5M +$84.9K +1,882 +0.6%