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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Powell Investment Advisors
Florida
$24.2K +$23.8K +20 New
GA
227
GoalVest Advisory
New York
$22.7K
CCC
228
Chelsea Counsel Company
California
$18.2K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$18K -$5.96K -5 -25%
CB
230
CNB Bank
Pennsylvania
$14.3K
MRCM
231
M&R Capital Management
New Jersey
$14.3K
MFA
232
McClarren Financial Advisors
Pennsylvania
$12K
MCM
233
Manchester Capital Management
Vermont
$11.9K
FSWA
234
Financial Synergies Wealth Advisors
Texas
$10.7K +$10.7K +9 New
FFA
235
Founders Financial Alliance
North Carolina
$8.36K +$8.34K +7 New
ACA
236
American Capital Advisory
Idaho
$8.18K +$8.34K +7 New
FM
237
Family Management
New York
$7.16K
CFFP
238
Center for Financial Planning
Michigan
$5.97K +$5.96K +5 New
CIAS
239
Capital Investment Advisory Services
North Carolina
$4.78K
GEA
240
Glen Eagle Advisors
New Jersey
$4.78K
NSIM
241
North Star Investment Management
Illinois
$4.78K
MG
242
Mather Group
Illinois
$3.62K +$3.58K +3 New
BCWM
243
Bartlett & Co Wealth Management
Ohio
$2.42K
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
TPCW
245
TD Private Client Wealth
New York
$1.19K -$1.19K -1 -50%
TSWM
246
Tyler-Stone Wealth Management
Ohio
$1.19K
Millennium Management
247
Millennium Management
New York
-$103K -84,000 Closed
ACM
248
Advisors Capital Management
New Jersey
-$9.49M -7,870 Closed
Verition Fund Management
249
Verition Fund Management
Connecticut
-$6.39M -5,295 Closed
GA
250
GFS Advisors
Texas
-$1.55M -1,290 Closed