BANK AMER CORP shareholder history

Current and past BANK AMER CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Pinnacle Holdings, LLC 42420.01%0.04%0.65%Q2 2013Q3 202342
ROYAL BANK OF CANADA 3080.00%0.01%0.02%Q2 2013Q3 202341
PALISADE CAPITAL MANAGEMENT, LP 3280.02%0.32%0.60%Q4 2012Q3 202340
PUTNAM INVESTMENTS LLC 3180.01%0.03%0.05%Q2 2013Q3 202339
AMERIPRISE FINANCIAL INC 3080.00%0.02%0.03%Q2 2013Q3 202338
CONNING INC. 3080.02%0.13%0.29%Q2 2013Q3 202338
BANK OF AMERICA CORP /DE/ 3080.00%0.00%0.01%Q2 2013Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 3080.00%0.00%0.00%Q2 2013Q3 202338
GOODWIN DANIEL L 3080.77%1.24%2.25%Q2 2013Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 3080.04%0.09%0.13%Q2 2013Q3 202338
SSI INVESTMENT MANAGEMENT LLC 3080.17%1.34%2.61%Q2 2013Q3 202338
JPMORGAN CHASE & CO 3080.00%0.01%0.03%Q2 2013Q3 202338
Invesco Ltd. 3080.01%0.02%0.04%Q2 2013Q3 202338
ADVENT CAPITAL MANAGEMENT /DE/ 2980.35%2.04%4.65%Q3 2013Q3 202338
EVERETT HARRIS & CO /CA/ 3080.28%0.71%1.03%Q2 2013Q3 202338
US BANCORP \DE\ 3080.00%0.00%0.01%Q2 2013Q3 202338
Strategic Advisors LLC 3080.04%0.68%1.50%Q2 2013Q3 202338
WEBSTER BANK, N. A. 3170.11%0.21%0.50%Q2 2013Q3 202338
FMR LLC 3080.00%0.01%0.02%Q2 2013Q3 202338
Neuberger Berman Group LLC 3080.00%0.00%0.01%Q2 2013Q3 202338
VILLERE ST DENIS J & CO LLC 3080.18%1.07%2.29%Q2 2013Q3 202338
MACKAY SHIELDS LLC 3080.07%0.73%1.89%Q2 2013Q3 202338
WELLS FARGO & COMPANY/MN 3080.01%0.02%0.04%Q2 2013Q3 202338
MORGAN STANLEY 3080.00%0.01%0.01%Q2 2013Q3 202338
NEW ENGLAND ASSET MANAGEMENT INC 1680.19%0.38%1.72%Q2 2013Q3 202337
AMERICAN CENTURY COMPANIES INC 2980.01%0.27%0.54%Q2 2013Q3 202337
FRANKLIN RESOURCES INC 3030.00%0.33%0.56%Q2 2013Q3 202337
INCOME RESEARCH & MANAGEMENT 2540.49%1.14%2.08%Q2 2013Q2 202336
ROCKY MOUNTAIN ADVISERS, LLC 2970.03%0.25%0.52%Q4 2013Q3 202336
LPL Financial LLC 3060.00%0.01%0.03%Q2 2013Q3 202336
M&T BANK CORP 2610.00%0.00%0.01%Q2 2013Q3 202335
CAMDEN ASSET MANAGEMENT L P /CA 2780.08%2.22%4.90%Q2 2014Q3 202335
BANK OF MONTREAL /CAN/ 3020.00%0.01%0.03%Q2 2013Q3 202335
STIFEL FINANCIAL CORP 2780.01%0.02%0.03%Q1 2014Q3 202335
Marathon Trading Investment Management LLC 2680.13%0.53%2.21%Q3 2014Q3 202334
TERRIL BROTHERS, INC. 2680.20%0.57%1.95%Q3 2014Q3 202334
Citizens Business Bank 1930.17%0.24%0.46%Q4 2012Q2 202234
LOOMIS SAYLES & CO L P 3030.03%0.10%0.30%Q2 2013Q3 202333
Allianz Asset Management GmbH 3030.00%0.30%5.82%Q2 2013Q2 202233
COMMERCE BANK 2940.00%0.00%0.02%Q4 2013Q3 202233
Calamos Advisors LLC 2580.12%0.29%0.44%Q4 2014Q3 202333
GLENMEDE TRUST CO NA 1340.00%0.00%0.00%Q2 2013Q3 202332
STATE STREET CORP 830.00%0.01%0.01%Q2 2013Q3 202332
Edgemoor Investment Advisors, Inc. 2530.25%0.49%0.67%Q2 2013Q3 202332
Calamos Wealth Management LLC 2480.03%0.09%0.18%Q1 2015Q3 202332
UBS Group AG 2480.00%0.00%0.00%Q4 2014Q3 202332
Aull & Monroe Investment Management Corp 810.12%0.16%0.25%Q2 2013Q3 202331
SEI INVESTMENTS CO 1380.00%0.09%0.39%Q4 2014Q3 202331
KEMPER Corp 31310.06%0.17%0.37%Q2 2013Q4 202031
FIFTH THIRD BANCORP 1850.00%0.00%0.00%Q2 2013Q3 202331
Chevy Chase Trust Holdings, LLC 1860.00%0.00%0.00%Q4 2013Q3 202331
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.01%Q1 2012Q3 202331
Peloton Wealth Strategists 1710.41%2.48%4.05%Q2 2013Q3 202330
Essex Financial Services, Inc. 30300.08%0.27%2.58%Q2 2013Q3 202030
WOLVERINE ASSET MANAGEMENT LLC 1410.00%0.03%0.08%Q2 2013Q3 202330
CREDIT SUISSE AG/ 1230.00%0.02%0.06%Q1 2013Q3 202330
ZAZOVE ASSOCIATES LLC 1310.02%0.31%1.50%Q2 2013Q3 202329
PARK CIRCLE Co 28280.74%1.88%4.28%Q1 2014Q4 202029
AEGON USA Investment Management, LLC 1550.90%3.04%6.37%Q3 2015Q3 202328
Evanson Asset Management, LLC 2080.02%0.06%0.10%Q4 2015Q3 202328
Mirae Asset Global Investments Co., Ltd. 1180.03%0.10%0.17%Q2 2013Q3 202328
Cordasco Financial Network 2610.09%0.49%0.83%Q2 2014Q2 202228
Raymond James Financial Services Advisors, Inc. 1980.00%0.01%0.01%Q1 2016Q3 202327
Cribstone Capital Management, LLC 27270.00%0.01%0.01%Q2 2016Q4 202227
People's United Financial, Inc. 1320.03%0.07%0.12%Q2 2014Q1 202227
IFP Advisors, Inc 17100.00%0.04%0.15%Q3 2016Q3 202327
ALLIANCEBERNSTEIN L.P. 1980.00%0.01%0.01%Q1 2016Q3 202327
America First Investment Advisors, LLC 27270.04%0.05%0.07%Q2 2013Q4 201927
HighTower Advisors, LLC 810.00%0.01%0.02%Q2 2013Q3 202327
RAYMOND JAMES & ASSOCIATES 1980.00%0.01%0.02%Q1 2016Q3 202327
CITIGROUP INC 1010.00%0.00%0.01%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Harbour Capital Advisors, LLC 1520.11%0.19%1.01%Q1 2013Q2 202027
COHEN & STEERS, INC. 1710.00%0.01%0.13%Q2 2013Q3 202326
KCM INVESTMENT ADVISORS LLC 1930.02%0.29%0.58%Q2 2016Q3 202326
OAKTREE CAPITAL MANAGEMENT LP 1210.04%0.14%0.36%Q1 2012Q1 202226
MENLO ADVISORS LLC 26260.17%0.99%2.60%Q1 2017Q2 202326
Endurance Wealth Management, Inc. 2320.00%0.01%0.01%Q2 2015Q2 202325
JRM Investment Counsel, LLC 1780.83%3.56%7.42%Q3 2016Q3 202325
VALUEWORKS LLC 1010.08%0.49%0.81%Q2 2013Q3 202225
AMUNDI ASSET MANAGEMENT US, INC. 2410.01%0.15%0.45%Q4 2012Q1 201925
Chicago Partners Investment Group LLC 1340.00%0.02%0.04%Q2 2016Q3 202325
Focused Wealth Management, Inc 910.01%0.01%0.05%Q3 2015Q3 202325
AGF INVESTMENTS INC. 2310.00%0.01%0.02%Q1 2015Q4 202124
RB Capital Management, LLC 1680.07%3.64%5.53%Q4 2016Q3 202324
LEVEL FOUR ADVISORY SERVICES, LLC 1680.02%0.04%0.06%Q4 2016Q3 202324
LexAurum Advisors, LLC 24240.53%0.94%1.45%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 1410.00%0.01%0.01%Q1 2016Q3 202324
RMB Capital Management, LLC 1680.03%0.09%0.30%Q4 2016Q3 202324
FIRST FOUNDATION ADVISORS 1680.04%0.08%0.11%Q4 2016Q3 202324
VICTORY CAPITAL MANAGEMENT INC 1050.00%0.08%0.11%Q3 2013Q3 202323
B. Riley Wealth Advisors, Inc. 1410.00%0.04%0.07%Q2 2014Q2 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q4 2016Q3 202323
DEUTSCHE BANK AG\ 1810.00%0.00%0.01%Q3 2013Q4 202122
Baird Financial Group, Inc. 1480.00%0.01%0.02%Q2 2017Q3 202322
JANE STREET GROUP, LLC 1110.00%0.00%0.04%Q4 2014Q1 202322
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.01%Q3 2013Q3 202322
WEDBUSH SECURITIES INC 1510.02%0.06%0.09%Q1 2017Q3 202322
Russell Investments Group, Ltd. 1110.00%0.01%0.02%Q3 2017Q3 202322
Oxbow Advisors, LLC 22221.10%1.73%2.90%Q2 2018Q3 202322
WHITTIER TRUST CO 1510.00%0.00%0.01%Q2 2013Q1 202322
Janney Montgomery Scott LLC 1820.00%0.01%0.01%Q3 2016Q3 202322
BLAIR WILLIAM & CO/IL 1480.00%0.00%0.00%Q2 2017Q3 202322
Steward Partners Investment Advisory, LLC 870.00%0.00%0.00%Q1 2017Q3 202322
Vanguard Capital Wealth Advisors 1210.22%0.33%0.44%Q4 2017Q3 202322
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2110.05%0.96%1.44%Q1 2017Q1 202322
Prospera Financial Services Inc 1830.01%0.05%0.12%Q2 2013Q3 202321
Pekin Hardy Strauss, Inc. 1380.09%0.20%0.31%Q3 2017Q3 202321
Allworth Financial LP 1120.00%0.00%0.00%Q2 2017Q3 202321
NOMURA ASSET MANAGEMENT CO LTD 1120.00%0.00%0.00%Q4 2016Q3 202321
GABELLI FUNDS LLC 21210.02%0.03%0.04%Q4 2015Q4 202021
SCOTIA CAPITAL INC. 1210.01%0.02%0.04%Q2 2017Q3 202321
WASHINGTON TRUST BANK 21210.00%0.00%0.00%Q1 2014Q1 201921
MACQUARIE GROUP LTD 870.00%0.01%0.01%Q2 2019Q3 202321
PIER 88 INVESTMENT PARTNERS LLC 910.01%3.31%5.64%Q4 2016Q3 202321
JFS WEALTH ADVISORS, LLC 1280.00%0.00%0.00%Q4 2017Q3 202320
FEDERATED HERMES, INC. 20200.01%0.01%0.03%Q3 2013Q2 201820
OPPENHEIMER & CO INC 910.00%0.04%0.12%Q1 2017Q3 202320
Steigerwald, Gordon & Koch Inc. 1280.03%0.06%0.09%Q4 2017Q3 202320
NORRIS PERNE & FRENCH LLP/MI 1730.04%0.25%0.32%Q3 2016Q3 202320
LAZARD ASSET MANAGEMENT LLC 1280.01%0.05%0.13%Q4 2017Q3 202320
Hudson Capital Management LLC 1281.68%2.25%2.98%Q4 2017Q3 202320
GABELLI & Co INVESTMENT ADVISERS, INC. 1280.02%0.04%0.06%Q1 2018Q3 202320
REILLY FINANCIAL ADVISORS, LLC 1010.00%0.00%0.00%Q1 2015Q4 202120
COMMONWEALTH EQUITY SERVICES, LLC 1280.00%0.01%0.02%Q4 2017Q3 202320
Jefferies Group LLC 1720.00%0.01%0.03%Q1 2015Q1 202019
Darwin Wealth Management, LLC 1120.04%0.26%0.54%Q2 2016Q1 202219
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1110.00%0.02%0.07%Q2 2013Q3 202319
Nuveen Asset Management, LLC 810.00%2.57%18.31%Q3 2012Q3 202319
CENTAURUS FINANCIAL, INC. 1180.00%0.09%0.17%Q1 2018Q3 202319
Parallel Advisors, LLC 1630.00%0.01%0.02%Q4 2016Q3 202319
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
TRUST CO OF VERMONT 18180.00%0.01%0.01%Q2 2014Q3 201818
Laurel Wealth Advisors, Inc. 18180.11%0.19%0.27%Q2 2016Q3 202018
LORD, ABBETT & CO. LLC 810.04%0.06%0.11%Q2 2013Q3 202318
IMA Wealth, Inc. 1080.02%0.05%0.07%Q2 2018Q3 202318
Creative Planning 820.00%0.00%0.00%Q4 2015Q3 202317
MARATHON CAPITAL MANAGEMENT 1430.20%0.33%0.54%Q2 2017Q3 202317
Windsor Financial Group, LLC 17170.19%0.22%0.28%Q2 2013Q2 201717
Covington Capital Management 1340.00%0.00%0.00%Q3 2017Q3 202217
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 980.00%0.00%0.00%Q3 2018Q3 202317
Laurel Wealth Advisors LLC 980.01%0.02%0.04%Q4 2018Q3 202317
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q4 2018Q3 202316
Xcel Wealth Management, LLC 880.16%0.31%0.51%Q4 2018Q3 202316
StoneX Group Inc. 1310.14%0.36%0.58%Q3 2017Q3 202216
American Portfolios Advisors 1240.02%0.07%0.19%Q4 2017Q3 202216
WELLINGTON MANAGEMENT GROUP LLP 810.00%0.00%0.00%Q2 2013Q3 202316
North Star Investment Management Corp. 930.00%0.00%0.00%Q1 2017Q3 202316
NEW YORK STATE COMMON RETIREMENT FUND 880.02%0.02%0.02%Q4 2018Q3 202316
Certified Advisory Corp 1110.13%0.35%0.73%Q4 2017Q3 202316
PRICE T ROWE ASSOCIATES INC /MD/ 1310.00%0.00%0.00%Q2 2013Q4 201715
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
CWM, LLC 810.00%0.00%0.00%Q4 2016Q3 202315
New England Private Wealth Advisors LLC 1110.07%0.08%0.09%Q3 2015Q3 201915
SNOW CAPITAL MANAGEMENT LP 870.01%0.02%0.03%Q2 2013Q4 201715
Cutter & CO Brokerage, Inc. 1410.45%0.61%0.75%Q1 2016Q4 201915
Benson Investment Management Company, Inc. 1231.53%1.96%2.56%Q4 2016Q3 202015
Northeast Financial Consultants Inc 870.01%0.04%0.07%Q1 2019Q3 202315
Magnus Financial Group LLC 870.05%0.10%0.22%Q1 2019Q3 202315
FOUNDERS CAPITAL MANAGEMENT, LLC 870.67%1.20%2.08%Q4 2019Q3 202315
BARCLAYS PLC 1010.00%0.00%0.00%Q2 2013Q4 202215
NORTHERN TRUST CORP 1230.00%0.00%0.00%Q2 2013Q2 201815
Nelson Capital Management, LLC 1210.04%0.05%0.06%Q1 2017Q4 202115
ADVISORY RESEARCH INC 15150.01%0.01%0.01%Q2 2013Q4 201615
DAVIS R M INC 870.01%0.01%0.02%Q2 2019Q2 202315
Mariner, LLC 720.01%0.02%0.03%Q4 2016Q3 202314
OneDigital Investment Advisors LLC 860.01%0.02%0.03%Q2 2019Q3 202314
MERIDIAN INVESTMENT COUNSEL INC. 14140.23%0.25%0.28%Q1 2017Q2 202014
Lee Financial Co 860.08%0.09%0.12%Q1 2017Q3 202014
CULLEN/FROST BANKERS, INC. 860.00%0.00%0.00%Q1 2019Q1 202314
RATIONAL ADVISORS LLC 860.09%0.49%1.29%Q4 2019Q3 202314
Manchester Capital Management LLC 860.00%0.00%0.00%Q2 2019Q3 202314
KINGS POINT CAPITAL MANAGEMENT 1310.01%0.13%0.18%Q1 2016Q3 201914
CNB Bank 610.01%0.01%0.02%Q2 2019Q3 202313
Spectrum Asset Management, Inc. 722.74%10.77%17.64%Q2 2013Q3 202313
GUGGENHEIM CAPITAL LLC 710.01%0.02%0.04%Q3 2013Q1 201813
FIRST HAWAIIAN BANK 760.01%0.02%0.03%Q3 2018Q3 202313
PRIVATE TRUST CO NA 760.01%0.02%0.04%Q1 2013Q3 202313
Elgethun Capital Management 13130.08%0.61%0.74%Q4 2016Q4 201913
BlackRock Inc. 850.01%0.01%0.01%Q3 2019Q3 202313
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 610.00%0.06%0.20%Q2 2013Q3 202013
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.00%Q1 2017Q3 202312
FinTrust Capital Advisors, LLC 840.02%0.03%0.06%Q4 2019Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2016Q2 202312
GAMCO INVESTORS, INC. ET AL 12120.00%0.00%0.00%Q1 2017Q4 201912
SYMPHONY ASSET MANAGEMENT LLC 930.03%0.04%0.05%Q1 2015Q1 201812
Alken Asset Management Ltd 842.62%10.12%21.66%Q4 2018Q3 202312
MILLENNIUM MANAGEMENT LLC 410.00%0.01%0.05%Q2 2013Q2 202312
Bank of New York Mellon Corp 610.00%0.00%0.00%Q3 2013Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
CAMG Solamere Management, LLC 12121.41%1.61%1.98%Q4 2016Q3 201912
MSI Financial Services Inc 12120.00%0.00%0.01%Q1 2014Q4 201612
M&R CAPITAL MANAGEMENT INC 530.00%0.00%0.00%Q4 2018Q4 202312
Voya Financial Advisors, Inc. 12120.02%0.02%0.03%Q4 2016Q3 201912
Old North State Trust, LLC 710.01%0.01%0.01%Q3 2018Q4 202112
Calvert Investment Management, Inc. 11110.02%0.03%0.04%Q3 2013Q1 201611
CHUBB CORP 11110.12%0.13%0.18%Q2 2013Q4 201511
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
Teton Advisors, Inc. 11110.02%0.08%0.15%Q2 2018Q4 202011
Valeo Financial Advisors, LLC 610.03%0.38%0.77%Q3 2017Q3 202311
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 11110.02%0.02%0.02%Q1 2015Q3 201711
SG Americas Securities, LLC 830.03%0.04%0.06%Q1 2020Q3 202311
Ancora Advisors LLC 530.02%0.05%0.07%Q3 2016Q1 202011
Fortis Advisors, LLC 11110.00%0.00%0.01%Q3 2017Q1 202011
Diligent Investors, LLC 710.06%0.12%0.15%Q1 2018Q4 202111
OSAIC HOLDINGS, INC. 830.00%0.00%0.00%Q1 2020Q3 202311
ROMAN BUTLER FULLERTON & CO 830.23%0.43%0.58%Q4 2018Q3 202311
Principle Wealth Partners LLC 830.04%0.26%0.61%Q4 2018Q3 202311
ICON ADVISERS INC/CO 640.09%0.42%0.72%Q1 2020Q3 202310
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 610.10%0.18%0.35%Q4 2019Q3 202310
EATON VANCE MANAGEMENT 640.00%0.00%0.00%Q2 2019Q3 202210
Capital Research Global Investors 10100.01%0.01%0.02%Q2 2013Q3 201510
Uniplan Investment Counsel, Inc. 10100.22%0.25%0.28%Q2 2021Q3 202310
HL FINANCIAL SERVICES LLC 10100.01%0.01%0.01%Q4 2016Q1 201910
SUMMITRY LLC 820.16%0.21%0.30%Q2 2020Q3 202310
Brand Asset Management Group, Inc. 10100.02%0.04%0.04%Q2 2018Q3 202010
PERSONAL CFO SOLUTIONS, LLC 820.00%0.05%0.08%Q2 2020Q3 202310
TD ASSET MANAGEMENT INC 10100.00%0.03%0.06%Q3 2014Q4 201610
GFS Advisors, LLC 610.06%0.24%0.36%Q1 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
Joel Isaacson & Co., LLC 820.02%0.05%0.11%Q2 2020Q3 202310
Sculptor Capital LP 410.02%0.06%0.14%Q1 2015Q4 202110
Sugarloaf Wealth Management, LLC 420.28%0.51%0.81%Q4 2019Q3 20239
BESSEMER GROUP INC 810.00%0.00%0.00%Q4 2020Q3 20239
Kestra Advisory Services, LLC 810.02%0.03%0.12%Q3 2020Q3 20239
Ameritas Investment Company, LLC 610.01%0.10%0.23%Q4 2018Q3 20219
Arete Wealth Advisors, LLC 990.19%0.24%0.32%Q2 2017Q2 20199
UNITED FIRE GROUP INC 990.61%0.76%1.05%Q3 2018Q3 20209
Vectors Research Management, LLC 510.01%0.01%0.02%Q4 2018Q2 20229
VOYA INVESTMENT MANAGEMENT LLC 610.00%0.01%0.04%Q2 2020Q3 20239
Seven Springs Wealth Group, LLC 810.02%0.78%1.03%Q3 2020Q3 20239
Artemis Wealth Advisors, LLC 630.48%2.32%4.09%Q2 2020Q4 20229
Laffer Tengler Investments, Inc. 991.02%1.10%1.27%Q3 2021Q3 20239
KEYBANK NATIONAL ASSOCIATION/OH 530.00%0.02%0.05%Q4 2012Q1 20178
DRIEHAUS CAPITAL MANAGEMENT LLC 880.65%0.89%1.08%Q2 2013Q1 20158
Bowman & Co S.C. 880.22%0.28%0.32%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Westshore Wealth, LLC 710.14%0.18%0.30%Q4 2019Q2 20238
MONTAG A & ASSOCIATES INC 880.13%0.14%0.15%Q4 2021Q3 20238
First Eagle Investment Management, LLC 880.03%0.08%0.09%Q4 2021Q3 20238
Dana Investment Advisors, Inc. 880.05%0.06%0.06%Q4 2021Q3 20238
Berger Financial Group, Inc 880.03%0.04%0.05%Q4 2021Q3 20238
HOHIMER WEALTH MANAGEMENT, LLC 440.11%0.17%0.24%Q4 2019Q3 20228
Bedell Frazier Investment Counselling, LLC 880.39%0.59%0.75%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
EXCALIBUR MANAGEMENT CORP 440.14%0.18%0.24%Q4 2019Q3 20238
Advisory Services Network, LLC 310.00%0.00%0.01%Q1 2015Q1 20238
KCS Wealth Advisory 510.10%0.58%0.78%Q3 2019Q3 20228
Cowen Prime Services LLC 440.01%0.02%0.02%Q2 2013Q2 20158
First Allied Advisory Services, Inc. 610.00%0.02%0.03%Q4 2014Q3 20198
FIRST TRUST ADVISORS LP 880.08%0.10%0.11%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
PRIVATE ASSET MANAGEMENT INC 880.04%0.04%0.05%Q2 2013Q1 20158
STONEBRIDGE ADVISORS LLC 8831.28%36.22%38.66%Q4 2021Q3 20238
Sonora Investment Management, LLC 710.01%0.01%0.01%Q4 2017Q4 20198
Galvin, Gaustad & Stein, LLC 880.08%0.14%0.20%Q4 2021Q3 20238
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 610.01%0.01%0.01%Q4 2021Q3 20237
Phraction Management LLC 770.59%5.10%7.26%Q1 2022Q3 20237
Verde Servicos Internacionais S.A. 771.07%1.35%1.66%Q1 2017Q3 20187
SUNTRUST BANKS INC 310.00%0.00%0.00%Q2 2013Q4 20177
NewEdge Advisors, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
SIGNET FINANCIAL MANAGEMENT, LLC 770.09%0.11%0.16%Q4 2014Q2 20167
Mosaic Family Wealth, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
Family Management Corp 610.00%0.00%0.00%Q4 2021Q3 20237
BAR HARBOR TRUST SERVICES 770.94%1.04%1.10%Q1 2017Q3 20187
Frontier Wealth Management LLC 770.08%0.08%0.09%Q4 2016Q2 20187
Newbridge Financial Services Group, Inc. 520.01%0.01%0.02%Q3 2020Q4 20227
MASON STREET ADVISORS, LLC 770.01%0.01%0.01%Q2 2013Q4 20147
LAKE STREET PRIVATE WEALTH, LLC 430.23%1.03%1.63%Q4 2019Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
BROWN ADVISORY INC 770.00%0.00%0.00%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 770.02%0.14%0.18%Q1 2022Q3 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.02%0.02%0.03%Q1 2019Q3 20207
ISLAY CAPITAL MANAGEMENT, LLC 430.37%0.63%0.83%Q4 2019Q3 20237
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 430.00%0.00%0.00%Q4 2013Q3 20207
Taylor Frigon Capital Management LLC 770.64%0.73%0.81%Q4 2017Q2 20197
Nicholas Investment Partners, LP 520.21%0.44%1.09%Q4 2018Q3 20207
Private Advisor Group, LLC 210.00%0.01%0.02%Q3 2014Q3 20236
Man Investments (CH) AG 660.48%0.75%1.04%Q2 2013Q3 20146
Ameritas Advisory Services, LLC 420.03%0.03%0.04%Q1 2022Q3 20236
Vestmark Advisory Solutions, Inc. 660.02%0.03%0.04%Q2 2022Q3 20236
Narwhal Capital Management 510.14%0.16%0.21%Q2 2016Q1 20186
TWO SIGMA SECURITIES, LLC 310.00%0.08%0.15%Q2 2019Q1 20226
NewEdge Wealth, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
SRS Capital Advisors, Inc. 420.00%0.00%0.00%Q4 2019Q1 20226
Private Capital Group, LLC 210.00%0.00%0.01%Q1 2019Q2 20226
Relative Value Partners Group, LLC 510.06%0.08%0.15%Q3 2016Q3 20206
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.00%0.01%Q2 2022Q3 20236
Bank of Marin 660.26%0.33%0.40%Q4 2019Q1 20216
Resurgent Financial Advisors LLC 660.27%0.32%0.38%Q2 2022Q3 20236
BNP Paribas Asset Management Holding S.A. 660.04%0.05%0.08%Q2 2013Q3 20146
Carroll Financial Associates, Inc. 510.00%0.00%0.00%Q2 2019Q4 20206
B. Riley Wealth Management, Inc. 660.02%0.02%0.02%Q1 2014Q2 20156
WFG Advisors, LP 660.00%0.01%0.01%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
GRIES FINANCIAL LLC 420.11%0.15%0.23%Q4 2021Q3 20236
Powell Investment Advisors, LLC 420.12%0.20%0.25%Q4 2019Q1 20226
NOVARE CAPITAL MANAGEMENT LLC 410.08%0.09%0.10%Q4 2021Q3 20236
SEI TRUST CO 660.40%0.42%0.46%Q2 2013Q3 20146
Corient Capital Partners, LLC 660.20%0.23%0.27%Q3 2016Q4 20176
Tradewinds Capital Management, LLC 420.01%0.02%0.02%Q4 2019Q1 20226
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.02%0.02%0.03%Q2 2013Q3 20146
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
VSR Financial Services, Inc. 320.02%0.05%0.06%Q2 2013Q2 20165
Sowell Financial Services LLC 550.01%0.01%0.02%Q3 2019Q3 20205
Capital Financial Services, LLC 550.57%0.60%0.64%Q4 2021Q4 20225
WASHINGTON TRUST Co 410.00%0.00%0.00%Q2 2018Q4 20205
TCG Advisory Services, LLC 550.10%0.14%0.18%Q2 2022Q2 20235
IHT Wealth Management, LLC 550.01%0.05%0.22%Q1 2017Q1 20185
Citadel Advisors 310.00%0.00%0.00%Q3 2013Q3 20225
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q3 20235
Lombard Odier Asset Management (Europe) Ltd 410.03%2.44%4.86%Q4 2019Q1 20225
STATE OF WISCONSIN INVESTMENT BOARD 550.00%0.00%0.00%Q2 2013Q2 20145
SUN LIFE FINANCIAL INC 550.00%0.03%0.06%Q1 2016Q1 20175
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.04%Q1 2018Q1 20195
JONES FINANCIAL COMPANIES LLLP 550.00%0.00%0.00%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Legacy Advisors, LLC 410.04%0.07%0.09%Q4 2017Q2 20195
Pinnacle Advisory Group, Inc. 550.03%0.03%0.03%Q4 2016Q4 20175
Lindbrook Capital, LLC 440.02%0.04%0.05%Q4 2019Q3 20204
CYPRESS ASSET MANAGEMENT INC/TX 440.08%0.13%0.16%Q2 2013Q1 20144
Ameritas Investment Partners, Inc. 440.12%0.13%0.14%Q1 2022Q4 20224
HANCOCK WHITNEY CORP 440.02%0.02%0.02%Q1 2017Q4 20174
First National Bank of South Miami 440.21%0.22%0.24%Q4 2018Q3 20194
Farther Finance Advisors, LLC 440.00%0.06%0.12%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 440.03%0.04%0.06%Q4 2016Q3 20174
Amundi 440.01%0.02%0.03%Q1 2022Q4 20224
Savior LLC 440.03%0.03%0.04%Q4 2019Q3 20204
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2021Q3 20224
DIMENSION CAPITAL MANAGEMENT LLC 310.14%0.22%0.43%Q1 2017Q1 20184
Resource Management, LLC 210.02%0.03%0.04%Q3 2019Q4 20214
EMFO, LLC 440.07%0.08%0.08%Q4 2021Q3 20224
Probabilities Fund Management, LLC 440.56%0.86%1.26%Q4 2017Q3 20184
Quantum Private Wealth, LLC 440.12%0.12%0.13%Q4 2021Q3 20224
EverSource Wealth Advisors, LLC 440.01%0.06%0.11%Q4 2022Q3 20234
Global X Management CO LLC 440.00%0.02%0.05%Q3 2017Q2 20184
Lourd Capital, LLC 210.02%0.03%0.04%Q3 2013Q4 20184
TECTONIC ADVISORS LLC 440.01%0.01%0.01%Q1 2022Q4 20224
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 210.04%0.05%0.05%Q3 2019Q4 20214
CAPITAL ONE FINANCIAL CORP 310.08%0.08%0.09%Q1 2020Q4 20214
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q4 2014Q2 20174
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.00%0.00%0.00%Q3 2022Q2 20234
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q1 2016Q4 20164
AMERICAN NATIONAL BANK 440.01%0.01%0.01%Q4 2022Q3 20234
Edge Capital Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 440.05%0.05%0.05%Q4 2022Q3 20234
Kaizen Financial Strategies 440.18%0.21%0.23%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 310.01%0.08%0.11%Q1 2020Q4 20214
HOLLENCREST CAPITAL MANAGEMENT 440.02%0.02%0.02%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Ulland Investment Advisors, LLC 440.22%0.30%0.43%Q4 2022Q3 20234
HYA Advisors, Inc 440.16%0.17%0.19%Q4 2019Q3 20204
SCHNIEDERS CAPITAL MANAGEMENT LLC 440.44%0.53%0.58%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.01%0.01%Q4 2022Q3 20234
F&C Asset Management plc 440.38%0.41%0.45%Q2 2013Q1 20144
Asset Dedication, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
CHELSEA COUNSEL CO 440.01%0.03%0.03%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 330.01%0.02%0.03%Q4 2021Q2 20223
Laidlaw Wealth Management LLC 330.04%0.05%0.06%Q4 2021Q2 20223
Gerber Kawasaki Wealth & Investment Management 210.00%0.01%0.01%Q3 2019Q3 20223
FAS Wealth Partners, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
FourThought Financial, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Winfield Associates, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
AlphaCore Capital LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q4 20223
GoalVest Advisory LLC 330.01%0.01%0.01%Q2 2023Q4 20233
Arlington Capital Management, Inc. 330.80%0.91%1.01%Q4 2014Q2 20153
Planning Solutions Group LLC 330.15%0.16%0.17%Q4 2018Q2 20193
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
DINSMORE CAPITAL MANAGEMENT CO/NJ 331.36%1.42%1.54%Q3 2014Q1 20153
AGF MANAGEMENT LTD 210.01%0.02%0.02%Q4 2022Q3 20233
Capital One Investing, Inc. 330.15%0.15%0.16%Q1 2019Q3 20193
Risk Paradigm Group, LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Pathway Financial Advisors LLC 330.07%0.07%0.08%Q4 2017Q2 20183
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
MIZUHO SECURITIES USA LLC 110.09%0.29%0.52%Q4 2017Q4 20193
Laurel Wealth Planning LLC 330.04%0.04%0.04%Q2 2022Q4 20223
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 210.01%0.02%0.02%Q3 2022Q2 20233
Advisors Capital Management, LLC 210.08%0.09%0.11%Q2 2016Q2 20233
Avantax Planning Partners, Inc. 330.07%0.07%0.07%Q1 2017Q3 20173
Capital Market Strategies LLC 330.68%0.69%0.70%Q2 2023Q4 20233
NEXT Financial Group, Inc 210.00%0.00%0.00%Q4 2018Q3 20193
KHP Capital, LLC 330.03%0.12%0.29%Q1 2018Q3 20183
DENVER INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2014Q3 20143
COLONY GROUP LLC 210.01%0.01%0.01%Q1 2014Q1 20153
Front Row Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Wambolt & Associates, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.09%0.09%0.10%Q1 2023Q3 20233
LDR Capital Management LLC 221.82%1.83%1.84%Q1 2019Q2 20192
Fore Capital, LLC 110.11%1.14%2.16%Q1 2020Q1 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.08%0.08%0.08%Q2 2022Q3 20222
Intelligence Driven Advisers, LLC 220.22%0.27%0.33%Q4 2018Q1 20192
FineMark National Bank & Trust 220.01%0.01%0.01%Q2 2014Q3 20142
Enterprise Trust & Investment Co 220.02%0.02%0.02%Q2 2019Q3 20192
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2020Q4 20222
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
AQR Capital Management 110.01%0.01%0.01%Q4 2012Q2 20132
Financial Advocates Investment Management 110.00%0.11%0.23%Q4 2017Q3 20182
STEPHENS INC /AR/ 220.02%0.02%0.02%Q2 2020Q3 20202
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q2 20202
Nachman Norwood & Parrott, Inc 110.03%0.03%0.04%Q3 2019Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Verition Fund Management LLC 110.17%0.37%0.57%Q3 2020Q4 20212
Ground Swell Capital, LLC 111.48%2.01%2.54%Q4 2021Q4 20222
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Savant Capital, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Lombard Odier Asset Management (Switzerland) SA 110.25%0.31%0.37%Q1 2020Q3 20202
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2022Q1 20232
WILMINGTON TRUST CO 220.01%0.01%0.01%Q3 2013Q4 20132
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
FIRST NATIONAL BANK OF OMAHA 220.02%0.02%0.02%Q2 2013Q3 20132
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Freedom Investment Management, Inc. 220.01%0.01%0.01%Q3 2017Q4 20172
Veritable, L.P. 220.01%0.01%0.01%Q2 2020Q3 20202
Chubb Ltd 220.62%0.83%1.03%Q1 2016Q2 20162
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q1 2023Q2 20232
COMERICA BANK 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Syverson Strege & Co 110.00%0.01%0.01%Q2 2022Q1 20232
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q2 2023Q3 20232
Lansing Street Advisors 220.00%0.00%0.01%Q1 2023Q2 20232
Wedmont Private Capital 220.06%0.08%0.09%Q4 2021Q1 20222
CIBC WORLD MARKET INC. 110.00%0.01%0.01%Q1 2016Q2 20192
Chiron Investment Management, LLC 110.15%0.39%0.63%Q4 2016Q1 20202
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
CRAWFORD INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q4 2020Q4 20212
ASSET ADVISORS CORP 110.01%0.01%0.01%Q4 2016Q2 20182
Burleson & Company, LLC 220.03%0.04%0.04%Q3 2022Q4 20222
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2017Q4 20171
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2023Q2 20231
NICHOLAS COMPANY, INC. 110.02%0.02%0.02%Q2 2013Q2 20131
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Connectus Wealth, LLC 110.47%0.47%0.47%Q3 2022Q3 20221
PIPER SANDLER & CO. 110.01%0.01%0.01%Q2 2022Q2 20221
XR Securities LLC 110.03%0.03%0.03%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2019Q4 20191
Fiduciary Trust Co International of Pennsylvania 110.12%0.12%0.12%Q4 2018Q4 20181
LINCOLN CAPITAL CORP 110.16%0.16%0.16%Q3 2020Q3 20201
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Covestor Ltd 110.00%0.00%0.00%Q1 2022Q1 20221
Zurcher Kantonalbank (Zurich Cantonalbank) 110.02%0.02%0.02%Q3 2020Q3 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOK Financial Private Wealth, Inc. 110.04%0.04%0.04%Q2 2017Q2 20171
Glassman Wealth Services 110.00%0.00%0.00%Q4 2022Q4 20221
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Riverview Trust Co 110.17%0.17%0.17%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
L & S Advisors Inc 110.05%0.05%0.05%Q4 2016Q4 20161
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Kovack Advisors, Inc. 110.25%0.25%0.25%Q4 2017Q4 20171
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Fosun International Ltd 110.31%0.31%0.31%Q4 2021Q4 20211
InvenTrust Properties Corp. 112.22%2.22%2.22%Q1 2015Q1 20151
Cresset Asset Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Claren Road Asset Management, LLC 1149.05%49.05%49.05%Q2 2017Q2 20171
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
iA Global Asset Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Penn Capital Management Company, LLC 110.48%0.48%0.48%Q2 2013Q2 20131
Townsend & Associates, Inc 110.14%0.14%0.14%Q4 2017Q4 20171
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2018Q4 20181
Balentine LLC 110.02%0.02%0.02%Q4 2017Q4 20171
SHELTON CAPITAL MANAGEMENT 110.15%0.15%0.15%Q3 2020Q3 20201
WHALEROCK POINT PARTNERS, LLC 110.77%0.77%0.77%Q2 2021Q2 20211
McClarren Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Prospect Hill Management, LLC 113.26%3.26%3.26%Q4 2020Q4 20201
CHECK CAPITAL MANAGEMENT INC/CA 110.02%0.02%0.02%Q1 2014Q1 20141
Crewe Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Tamar Securities, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Equitable Holdings, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WP Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
CORRADO ADVISORS, LLC 110.43%0.43%0.43%Q3 2013Q3 20131
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q4 2021Q4 20211
Clearstead Trust, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Orion Capital Management LLC 110.14%0.14%0.14%Q4 2020Q4 20201
CSS LLC/IL 110.01%0.01%0.01%Q1 2018Q1 20181
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ClearBridge Investments 110.00%0.00%0.00%Q3 2016Q3 20161
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Smith Affiliated Capital Corp. 110.12%0.12%0.12%Q1 2016Q1 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Loeb Offshore Management LP 110.71%0.71%0.71%Q3 2013Q3 20131
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Southern Farm Bureau Life Insurance 110.16%0.16%0.16%Q4 2020Q4 20201
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
External links

This page lists all the filers that currently own BANK AMER CORP or have owned BANK AMER CORP in the past.