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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
226
CNB Bank
Pennsylvania
$14.5K – – –
MRCM
227
M&R Capital Management
New Jersey
$14.5K – – –
MCM
228
Manchester Capital Management
Vermont
$12.1K – – –
MFA
229
McClarren Financial Advisors
Pennsylvania
$12K – – –
FM
230
Family Management
New York
$7.23K – – –
CIAS
231
Capital Investment Advisory Services
North Carolina
$4.82K – – –
GEA
232
Glen Eagle Advisors
New Jersey
$4.82K – – –
NSIM
233
North Star Investment Management
Illinois
$4.82K – – –
BCWM
234
Bartlett & Co Wealth Management
Ohio
$2.46K +$2.23K +2 New
TPCW
235
TD Private Client Wealth
New York
$2.41K -$5.58K -5 -71%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22K – – –
BC
237
Bartlett & Co
Ohio
$2K +$2.23K +2 New
TSWM
238
Tyler-Stone Wealth Management
Ohio
$1.21K -$1.12K -1 -50%
ZA
239
Zazove Associates
Nevada
– -$5.57M -5,007 Closed
RA
240
Rational Advisors
New York
– -$4.95M -4,448 Closed
BFIC
241
Bedell Frazier Investment Counselling
California
– -$1.31M -1,181 Closed
SAG
242
SageView Advisory Group
California
– -$497K -447 Closed
JIC
243
Joel Isaacson & Co
New York
– -$283K -254 Closed
IAS
244
IMA Advisory Services
Colorado
– -$94.5K -85 Closed
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
– -$72.3K -65 Closed
JWA
246
JFS Wealth Advisors
Pennsylvania
– -$22.2K -20 Closed
DJSG
247
D.J. St. Germain
Massachusetts
– -$18.9K -17 Closed
FSWA
248
Financial Synergies Wealth Advisors
Texas
– -$10K -9 Closed
GRP
249
Global Retirement Partners
California
– -$1.07K -1 Closed
6 7 8 9
10