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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
801
Focus Partners Advisor Solutions
Missouri
$5.71M +$651K +14,612 +12%
HCA
802
Harbor Capital Advisors
Illinois
$5.68M -$611K -13,716 -9%
IA
803
IFP Advisors
Florida
$5.67M +$561K +12,600 +10%
GIM
804
Generate Investment Management
New Zealand
$5.66M -$22.8M -512,602 -79%
GCM
805
Gibraltar Capital Management
Oklahoma
$5.62M -$894K -20,061 -13%
KCM
806
Kempner Capital Management
Texas
$5.61M – – –
IPW
807
Inlet Private Wealth
Florida
$5.6M – – –
JAM
808
Jupiter Asset Management
United Kingdom
$5.58M -$728K -16,326 -11%
GIA
809
GHP Investment Advisors
Colorado
$5.58M +$103K +2,301 +2%
MPIM
810
McGinn Penninger Investment Management
Virginia
$5.58M -$155K -3,475 -3%
RBA
811
Richard Bernstein Advisors
New York
$5.52M -$311K -6,980 -5%
MIM
812
Montgomery Investment Management
Maryland
$5.5M +$2.23K +50 +0%
WANY
813
Wealthspire Advisors (New York)
New York
$5.48M -$46.3K -1,039 -0.8%
MSA
814
MUFG Securities Americas
New York
$5.46M +$898K +20,145 +18%
WPP
815
Whalerock Point Partners
Rhode Island
$5.44M -$287K -6,438 -5%
CBB
816
Citizens Business Bank
California
$5.43M +$1.64M +36,800 +39%
WSFS
817
Wilmington Savings Fund Society
Delaware
$5.43M -$114K -2,556 -2%
RIL
818
Rothschild Investment LLC
Illinois
$5.42M -$39.1K -878 -0.7%
RWP
819
RWA Wealth Partners
Massachusetts
$5.41M -$415K -9,306 -7%
MLIC
820
Mandatum Life Insurance Company
Finland
$5.38M – – –
HI
821
Horizon Investments
North Carolina
$5.36M +$131K +2,942 +2%
AIP
822
Ameritas Investment Partners
Nebraska
$5.36M -$102K -2,282 -2%
APSI
823
Asset Planning Services Inc
Louisiana
$5.36M -$42.8K -960 -0.7%
LPT
824
Legacy Private Trust
Wisconsin
$5.35M +$348K +7,819 +6%
MC
825
Moors & Cabot
Massachusetts
$5.34M +$258K +5,798 +5%
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