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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$7.35M +$121K +3,515 +2%
TAA
652
TB Alternative Assets
Cayman Islands
$7.32M -$1.57M -45,700 -19%
Vontobel Holding
653
Vontobel Holding
Switzerland
$7.3M -$2.4M -70,001 -27%
AAM
654
Advisors Asset Management
Colorado
$7.25M -$781K -22,737 -11%
PCIA
655
Prime Capital Investment Advisors
Kansas
$7.22M -$2.56M -74,721 -28%
DWM
656
Dakota Wealth Management
Florida
$7.21M +$79.2K +2,306 +1%
LA
657
LBP AM
France
$7.21M -$38.3M -1,115,214 -85%
FNT
658
First National Trust
Pennsylvania
$7.18M -$329K -9,571 -5%
RIM
659
Rakuten Investment Management
Japan
$7.11M +$5.85M +170,291 +989%
KA
660
Kerrisdale Advisers
Florida
$7.1M -$723K -21,070 -10%
BCI
661
Brinker Capital Investments
Pennsylvania
$7.09M +$68.6K +1,998 +1%
OPS
662
Orion Portfolio Solutions
Nebraska
$7.09M +$68.6K +1,998 +1%
PWM
663
Perigon Wealth Management
California
$7.07M -$1.38M -40,163 -18%
BRWA
664
B. Riley Wealth Advisors
Florida
$7.03M +$767K +22,342 +10%
GIM
665
Goelzer Investment Management
Indiana
$7.01M +$144K +4,206 +2%
RWA
666
River Wealth Advisors
Pennsylvania
$6.96M +$127K +3,692 +2%
FAB
667
First American Bank
Illinois
$6.93M +$477K +13,906 +8%
PI
668
PFG Investments
New York
$6.89M +$4.7M +136,798 +304%
WB
669
Webster Bank
Connecticut
$6.86M +$481K +14,003 +8%
FC
670
Fusion Capital
South Carolina
$6.86M +$263K +7,667 +4%
FA
671
Fagan Associates
New York
$6.85M +$222K +6,468 +4%
ACIM
672
Azimuth Capital Investment Management
Michigan
$6.83M -$799K -23,282 -11%
SAM
673
Shikiar Asset Management
New York
$6.82M -$935K -27,224 -13%
HCM
674
Harvey Capital Management
Florida
$6.78M -$65.2K -1,900 -1%
ZCM
675
Ziegler Capital Management
Illinois
$6.77M -$7.18M -209,181 -54%