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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
751
Jefferies Financial Group
New York
$9.25M -$16.1M -302,639 -65%
SSWM
752
Smith Salley Wealth Management
North Carolina
$9.25M +$285K +5,362 +3%
CSP
753
Cary Street Partners
Virginia
$9.24M +$1.3M +24,393 +18%
AG
754
Algert Global
California
$9.24M +$469K +8,820 +6%
CCM
755
Cinctive Capital Management
New York
$9.22M +$8.61M +161,868 New
CIP
756
Convergence Investment Partners
Florida
$9.18M +$2.69M +50,666 +46%
GC
757
Guggenheim Capital
Illinois
$9.16M +$318K +5,978 +4%
VAS
758
Vestmark Advisory Solutions
Massachusetts
$9.16M +$564K +10,597 +7%
MAM
759
Mystic Asset Management
Rhode Island
$9.05M -$148K -2,784 -2%
LFAS
760
Level Four Advisory Services
Texas
$9.05M +$133K +2,498 +2%
SIM
761
Stratos Investment Management
Ohio
$9.03M +$36.5K +686 +0.4%
GAM
762
Groupama Asset Management
France
$9M -$1.99M -37,497 -19%
FMWA
763
Forvis Mazars Wealth Advisors
Missouri
$9M +$220K +4,130 +3%
WC
764
Woodstock Corp
Massachusetts
$8.99M -$42.8K -804 -0.5%
MGP
765
M&G plc
United Kingdom
$8.97M -$14.4M -270,420 -63%
VP
766
Verum Partners
North Carolina
$8.93M +$196K +3,679 +2%
LG
767
Leuthold Group
Minnesota
$8.92M -$455K -8,563 -5%
UF
768
Univest Financial
Pennsylvania
$8.86M -$223K -4,196 -3%
SCP
769
Stamos Capital Partners
California
$8.85M -$669K -12,576 -7%
BIAS
770
Beacon Investment Advisory Services
New Jersey
$8.82M -$134K -2,524 -2%
VFA
771
Valeo Financial Advisors
Indiana
$8.81M -$1.29M -24,203 -14%
GT
772
Greenleaf Trust
Michigan
$8.75M +$23.6K +443 +0.3%
ISL
773
Ingalls & Snyder LLC
New York
$8.7M -$267K -5,020 -3%
PS
774
Principal Securities
Iowa
$8.69M +$525K +9,875 +7%
HCPC
775
Hamilton Capital Partners (Canada)
$8.56M +$967K +18,174 +14%
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