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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
826
Financial Counselors Inc
Kansas
$5.28M -$1.4M -30,815 -21%
AWM
827
Avior Wealth Management
Nebraska
$5.28M -$98.1K -2,153 -2%
MIM
828
Marco Investment Management
Georgia
$5.28M -$26.9K -591 -0.5%
CFLC
829
California First Leasing Corp
California
$5.23M +$5.35M +117,500 New
PWP
830
Principle Wealth Partners
Connecticut
$5.2M +$11.6K +255 +0.2%
WANY
831
Wealthspire Advisors (New York)
New York
$5.19M -$1.26M -27,672 -19%
TCA
832
Transcend Capital Advisors
New Jersey
$5.17M +$193K +4,226 +4%
OIM
833
Opus Investment Management
Massachusetts
$5.17M – – –
GIA
834
GHP Investment Advisors
Colorado
$5.17M -$15.5K -341 -0.3%
PP
835
Pacifica Partners
Canada
$5.14M -$17.6K -387 -0.4%
GTCM
836
Gyon Technologies Capital Management
New Jersey
$5.13M +$1.81M +39,790 +53%
JAFL
837
Jay A. Fishman Ltd
Michigan
$5.13M +$237K +5,200 +5%
SI
838
Symmetry Investments
Jersey
$5.12M -$10M -220,199 -66%
BEW
839
Burton Enright Welch
California
$5.07M +$5.19M +114,001 New
DAS
840
Dynamic Advisor Solutions
Arizona
$5.07M -$102K -2,246 -2%
BS
841
Boenning & Scattergood
Pennsylvania
$5.06M -$37.6K -825 -0.7%
BSW
842
Buckingham Strategic Wealth
Missouri
$5.01M +$12.8K +280 +0.2%
HWM
843
HB Wealth Management
Georgia
$4.99M +$5.11M +112,089 New
LDB
844
Lee, Danner & Bass
Tennessee
$4.96M +$36.4K +800 +0.7%
JIC
845
Joel Isaacson & Co
New York
$4.92M -$164K -3,598 -3%
S
846
SignatureFD
Georgia
$4.92M +$439K +9,637 +10%
RIM
847
Regent Investment Management
Kentucky
$4.91M +$148K +3,250 +3%
JWBC
848
J.W. Burns & Co
New York
$4.9M -$5.7K -125 -0.1%
WAAG
849
Wealth Alliance Advisory Group
Kansas
$4.9M +$831K +18,249 +20%
SAM
850
Sompo Asset Management
Japan
$4.9M -$118K -2,580 -2%
32 33
34
35 36