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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Madison Wealth Management
Ohio
$11.5M -$3.73K -91 -0%
E
527
Ergoteles
New York
$11.4M +$11.4M +277,533 New
IA
528
Icon Advisers
Colorado
$11.4M
GCM
529
Gabalex Capital Management
New York
$11.3M
WJWM
530
Williams Jones Wealth Management
New York
$11.3M +$376K +9,168 +3%
SAM
531
Synergy Asset Management
Washington
$11.3M +$6.11M +149,087 +119%
LDFR
532
Lehman & Derafelo Financial Resources
Pennsylvania
$11.3M -$26.6K -648 -0.2%
BCM
533
Bourgeon Capital Management
Connecticut
$11.3M +$934K +22,793 +9%
AL
534
Arnhold LLC
New York
$11.2M +$2.83M +69,033 +34%
KIA
535
KCM Investment Advisors
California
$11.2M -$130K -3,162 -1%
NIP
536
Nicholas Investment Partners
California
$11.1M -$6.21M -151,491 -36%
ACM
537
Azimuth Capital Management
Michigan
$11.1M -$158K -3,857 -1%
SWP
538
Stratos Wealth Partners
Ohio
$11.1M +$217K +5,290 +2%
HFS
539
Hantz Financial Services
Michigan
$11.1M +$1.35M +32,859 +14%
1832 Asset Management
540
1832 Asset Management
Ontario, Canada
$11.1M +$239K +5,825 +2%
BOTW
541
Bank of the West
California
$11M +$293K +7,158 +3%
EAMA
542
EFG Asset Management (Americas)
Florida
$11M +$385K +9,384 +4%
AHC
543
Anderson Hoagland & Co
Missouri
$10.9M +$207K +5,051 +2%
PGIM
544
Pacific Global Investment Management
California
$10.9M -$206K -5,021 -2%
ERIM
545
Eagle Ridge Investment Management
Connecticut
$10.9M -$200K -4,890 -2%
BU
546
BBVA USA
Alabama
$10.8M +$10.7M +261,632 New
Hudson Bay Capital Management
547
Hudson Bay Capital Management
Connecticut
$10.7M -$2.25M -55,000 -17%
RBA
548
Richard Bernstein Advisors
New York
$10.7M +$4.34M +105,834 +69%
QI
549
QS Investors
New York
$10.7M +$2.85M +69,506 +37%
DY
550
Dowling & Yahnke
California
$10.7M -$1.93M -47,093 -15%