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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
251
Powell Investment Advisors
Florida
$25.1K – – –
PB
252
Prosperity Bancshares
Texas
$20.1K – – –
Harbour Investments
253
Harbour Investments
Wisconsin
$18.8K +$3.66K +3 +25%
RF
254
Rossby Financial
Florida
$16.3K -$12.2K -10 -43%
CB
255
CNB Bank
Pennsylvania
$15.1K – – –
Keating Financial Advisory Services
256
Keating Financial Advisory Services
Kansas
$13.8K – – –
BOK Financial
257
BOK Financial
Oklahoma
$12.5K – – –
HPBT
258
Hickory Point Bank & Trust
Illinois
$10K – – –
Institute for Wealth Management
259
Institute for Wealth Management
Colorado
$8.78K +$8.54K +7 New
Family Management
260
Family Management
New York
$7.53K – – –
Caldwell Trust
261
Caldwell Trust
Florida
$6.27K – – –
Center for Financial Planning
262
Center for Financial Planning
Michigan
$6.27K – – –
Capital Investment Advisory Services
263
Capital Investment Advisory Services
North Carolina
$5.02K – – –
CFG
264
Chapman Financial Group
Hawaii
$5.02K – – –
North Star Investment Management
265
North Star Investment Management
Illinois
$5.02K – – –
CIA
266
Cape Investment Advisory
Georgia
$5.02K +$4.88K +4 New
Strategic Wealth Partners
267
Strategic Wealth Partners
Ohio
$5.02K +$4.88K +4 New
WhitTier Trust Company
268
WhitTier Trust Company
Nevada
$3.79K – – –
ACA
269
American Capital Advisory
Idaho
$3.76K – – –
Global Retirement Partners
270
Global Retirement Partners
California
$3.76K +$3.66K +3 New
CF
271
Conquis Financial
California
$1.26K – – –
Spire Wealth Management
272
Spire Wealth Management
Virginia
$1.26K – – –
TD Private Client Wealth
273
TD Private Client Wealth
New York
$1.26K – – –
AE Wealth Management
274
AE Wealth Management
Kansas
$1.26K +$1.22K +1 New
Lazard Asset Management
275
Lazard Asset Management
New York
$115 – – –