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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2076
IAG Wealth Partners
Wisconsin
$3K – – –
LFG
2077
LifePlan Financial Group
Ohio
$3K – – –
OAJ
2078
Ogorek Anthony Joseph
New York
$3K +$3.42K +114 +228%
AW
2079
Avion Wealth
Texas
$3K +$3.72K +124 New
LD
2080
Lipe & Dalton
New York
$2K – – –
BBP
2081
Banco BTG Pactual
Brazil
$2K +$2.19K +73 New
MIM
2082
Macroview Investment Management
Maryland
$2K +$3K +100 New
BCMIO
2083
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$3.15K +105 New
GGHC
2084
Gilder Gagnon Howe & Co
New York
$1K -$450 -15 -30%
CIAS
2085
CBIZ Investment Advisory Services
Ohio
$1K – – –
NR
2086
Newfound Research
Massachusetts
$1K – – –
HF
2087
Halpern Financial
Virginia
$488 – – –
GQG Partners
2088
GQG Partners
Florida
– -$509M -14,450,855 Closed
TP
2089
Theleme Partners
United Kingdom
– -$418M -11,881,954 Closed
IG
2090
ING Group
Netherlands
– -$325M -9,225,051 Closed
SC
2091
Sculptor Capital
New York
– -$279M -7,913,725 Closed
IVA
2092
International Value Advisers
– -$181M -5,131,142 Closed
Balyasny Asset Management
2093
Balyasny Asset Management
Illinois
– -$119M -3,375,707 Closed
MP
2094
Manikay Partners
New York
– -$106M -3,000,000 Closed
ZIG
2095
Zurich Insurance Group
Switzerland
– -$90.6M -2,571,132 Closed
CHP
2096
Castle Hook Partners
New York
– -$73.7M -2,092,887 Closed
PP
2097
Paloma Partners
Connecticut
– -$70.7M -2,005,966 Closed
PC
2098
Packer & Co
Australia
– -$68M -1,929,400 Closed
BA
2099
Bridgewater Associates
Connecticut
– -$66.1M -1,877,448 Closed
CCM
2100
Crabel Capital Management
California
– -$60.3M -1,713,128 Closed