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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
901
David J. Yvars Group
Florida
$3.35M +$900 +25 +0%
EC
902
EJF Capital
Virginia
$3.35M +$3.6M +100,000 +1,333%
WANY
903
Wealthspire Advisors (New York)
New York
$3.35M +$364K +10,098 +10%
TPCW
904
TD Private Client Wealth
New York
$3.34M +$21.2K +589 +0.6%
NCM
905
Neumann Capital Management
California
$3.33M – – –
CCM
906
Consolidated Capital Management
California
$3.3M -$1.98M -54,873 -34%
GG
907
Gofen & Glossberg
Illinois
$3.29M +$184K +5,112 +5%
APA
908
American Portfolios Advisors
New York
$3.29M +$71.6K +1,988 +2%
GCM
909
Gables Capital Management
Florida
$3.28M +$5.4K +150 +0.1%
EH
910
Equitable Holdings
New York
$3.28M -$429K -11,924 -10%
DGAM
911
Desjardins Global Asset Management
Quebec, Canada
$3.28M -$1.46M -40,462 -28%
FCI
912
Financial Counselors Inc
Kansas
$3.27M -$174K -4,820 -4%
BPM
913
Bowling Portfolio Management
Ohio
$3.26M +$792K +22,002 +27%
SAM
914
Sompo Asset Management
Japan
$3.26M -$3.96K -110 -0.1%
VIA
915
Vident Investment Advisory
Georgia
$3.25M -$615K -17,081 -14%
PTCG
916
Pring Turner Capital Group
California
$3.25M +$40.1K +1,115 +1%
AIM
917
AMI Investment Management
Indiana
$3.25M +$165K +4,582 +5%
JWCA
918
J.W. Cole Advisors
Florida
$3.25M +$195K +5,423 +5%
VF
919
Virtu Financial
New York
$3.23M +$2.53M +70,379 +212%
CCA
920
Cobblestone Capital Advisors
New York
$3.22M -$14M -389,971 -79%
BBI
921
Baxter Bros Inc
Connecticut
$3.22M -$8.57K -238 -0.2%
SWM
922
Spire Wealth Management
Virginia
$3.21M -$802K -22,288 -18%
BEW
923
Burton Enright Welch
California
$3.21M -$260K -7,211 -7%
UWM
924
Udine Wealth Management
Florida
$3.21M +$1.85M +51,318 +99%
AWM
925
Altium Wealth Management
New York
$3.2M +$13.8K +384 +0.4%
35 36
37
38 39