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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
751
FORA Capital
Florida
$9.38M +$7.38M +138,750 +535%
WB
752
Webster Bank
Connecticut
$9.32M -$163K -3,058 -2%
GRP
753
Global Retirement Partners
California
$9.3M +$8.68M +163,267 New
FFM
754
Fisher Funds Management
New Zealand
$9.27M – – –
JFG
755
Jefferies Financial Group
New York
$9.25M -$16.1M -302,639 -65%
SSWM
756
Smith Salley Wealth Management
North Carolina
$9.25M +$285K +5,362 +3%
CSP
757
Cary Street Partners
Virginia
$9.24M +$1.3M +24,393 +18%
AG
758
Algert Global
California
$9.24M +$469K +8,820 +6%
CCM
759
Cinctive Capital Management
New York
$9.22M +$8.61M +161,868 New
CIP
760
Convergence Investment Partners
Florida
$9.18M +$2.69M +50,666 +46%
GC
761
Guggenheim Capital
Illinois
$9.16M +$318K +5,978 +4%
VAS
762
Vestmark Advisory Solutions
Massachusetts
$9.16M +$564K +10,597 +7%
MAM
763
Mystic Asset Management
Rhode Island
$9.05M -$148K -2,784 -2%
LFAS
764
Level Four Advisory Services
Texas
$9.05M +$133K +2,498 +2%
SIM
765
Stratos Investment Management
Ohio
$9.03M +$36.5K +686 +0.4%
GAM
766
Groupama Asset Management
France
$9M -$1.99M -37,497 -19%
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$9M +$220K +4,130 +3%
WC
768
Woodstock Corp
Massachusetts
$8.99M -$42.8K -804 -0.5%
MGP
769
M&G plc
United Kingdom
$8.97M -$14.4M -270,420 -63%
VP
770
Verum Partners
North Carolina
$8.93M +$196K +3,679 +2%
LG
771
Leuthold Group
Minnesota
$8.92M -$455K -8,563 -5%
UF
772
Univest Financial
Pennsylvania
$8.86M -$223K -4,196 -3%
SCP
773
Stamos Capital Partners
California
$8.85M -$669K -12,576 -7%
BIAS
774
Beacon Investment Advisory Services
New Jersey
$8.82M -$134K -2,524 -2%
VFA
775
Valeo Financial Advisors
Indiana
$8.81M -$1.29M -24,203 -14%
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