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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
1301
CWA Asset Management Group
Florida
$964K -$648K -21,721 -39%
IIM
1302
Intact Investment Management
Quebec, Canada
$962K +$29.8K +1,000 +3%
FCB
1303
First Command Bank
Texas
$962K +$463K +15,520 +83%
FCFS
1304
First Command Financial Services
Texas
$962K +$463K +15,520 +83%
BC
1305
Brinker Capital
Pennsylvania
$959K -$443K -14,865 -30%
TL
1306
TrueWealth LLC
Georgia
$959K +$31.7K +1,063 +3%
Qube Research & Technologies (QRT)
1307
Qube Research & Technologies (QRT)
United Kingdom
$957K -$1.05M -35,103 -51%
GPCM
1308
Granite Point Capital Management
Massachusetts
$956K -$319K -10,700 -24%
VIP
1309
Vantage Investment Partners
Missouri
$953K -$14.2M -476,110 -93%
SFSIG
1310
San Francisco Sentry Investment Group
California
$951K -$799K -26,793 -44%
CSA
1311
Cottage Street Advisors
Massachusetts
$951K -$29.8K -1,000 -3%
BC
1312
Burleson & Co
California
$951K +$59.7K +2,002 +6%
SWA
1313
Sutton Wealth Advisors
Florida
$948K +$30.2K +1,012 +3%
MCM
1314
Manchester Capital Management
Vermont
$947K -$31K -1,039 -3%
GWM
1315
GSB Wealth Management
Connecticut
$944K +$8.21K +275 +0.8%
SAM
1316
Sawgrass Asset Management
Florida
$944K +$16.4K +550 +2%
CF
1317
Copperwynd Financial
Arizona
$942K +$376K +12,586 +60%
EDRIA
1318
Edmonds Duncan Registered Investment Advisors
Kansas
$940K
MIAN
1319
Mariner Independent Advisor Network
Kansas
$936K -$13.4M -449,024 -93%
GCM
1320
Graham Capital Management
Connecticut
$935K +$58.5K +1,961 +6%
BTW
1321
Boston Trust Walden
Massachusetts
$934K
SLA
1322
Silver Lake Advisory
Utah
$932K +$17.8K +596 +2%
AF
1323
Allworth Financial
California
$928K +$38.1K +1,277 +4%
VC
1324
Vicus Capital
Pennsylvania
$923K -$23.4K -783 -2%
PAS
1325
Partnervest Advisory Services
California
$920K +$55.1K +1,847 +6%