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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
626
Independent Advisor Alliance
North Carolina
$11.8M +$232K +4,751 +2%
ACA
627
Aptus Capital Advisors
Alabama
$11.7M -$23.6M -482,789 -68%
B
628
Bailard
California
$11.7M -$155K -3,174 -1%
GIM
629
Goelzer Investment Management
Indiana
$11.7M -$196K -4,009 -2%
FDP
630
Financiere des Professionnels
Quebec, Canada
$11.7M -$206K -4,229 -2%
CIM
631
Contravisory Investment Management
Massachusetts
$11.7M -$478K -9,805 -4%
NAS
632
NWF Advisory Services
California
$11.6M -$1.01M -20,629 -8%
FCP
633
Fidelis Capital Partners
Florida
$11.6M +$966K +19,803 +10%
Vontobel Holding
634
Vontobel Holding
Switzerland
$11.6M +$646K +13,250 +6%
Assenagon Asset Management
635
Assenagon Asset Management
Luxembourg
$11.6M -$2.96M -60,590 -21%
AWM
636
Axxcess Wealth Management
California
$11.6M +$698K +14,300 +7%
NSLI
637
Nan Shan Life Insurance
Taiwan
$11.5M -$61.2M -1,254,833 -85%
FAB
638
First American Bank
Illinois
$11.5M +$152K +3,120 +1%
CTC
639
Central Trust Company
Missouri
$11.5M -$115K -2,354 -1%
MGIA
640
Moneta Group Investment Advisors
Missouri
$11.5M -$222K -4,554 -2%
QCG
641
Quadrant Capital Group
Ohio
$11.5M +$113K +2,316 +1%
RIA
642
RPG Investment Advisory
California
$11.4M -$29.7K -608 -0.3%
CM
643
Cercano Management
Washington
$11.4M -$8.42M -172,693 -44%
UWM
644
Udine Wealth Management
Florida
$11.4M +$115K +2,356 +1%
JIC
645
Johnson Investment Counsel
Ohio
$11.4M -$178K -3,648 -2%
NMIMC
646
Northwestern Mutual Investment Management Company
Wisconsin
$11.2M +$398K +8,148 +4%
GI
647
GLOBALT Investments
Georgia
$11.2M -$165K -3,373 -2%
FCM
648
FJ Capital Management
Virginia
$11.2M +$10.6M +216,409 New
NIP
649
Nicholas Investment Partners
California
$11.1M +$1.84M +37,780 +21%
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9M -$28.4K -582 -0.3%