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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
HI
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
KFAS
256
Keating Financial Advisory Services
Kansas
$13.8K
BF
257
BOK Financial
Oklahoma
$12.5K
HPBT
258
Hickory Point Bank & Trust
Illinois
$10K
IFWM
259
Institute for Wealth Management
Colorado
$8.78K +$8.54K +7 New
FM
260
Family Management
New York
$7.53K
CT
261
Caldwell Trust
Florida
$6.27K
CFFP
262
Center for Financial Planning
Michigan
$6.27K
CIAS
263
Capital Investment Advisory Services
North Carolina
$5.02K
CFG
264
Chapman Financial Group
Hawaii
$5.02K
NSIM
265
North Star Investment Management
Illinois
$5.02K
CIA
266
Cape Investment Advisory
Georgia
$5.02K +$4.88K +4 New
SWP
267
Strategic Wealth Partners
Ohio
$5.02K +$4.88K +4 New
WTC
268
WhitTier Trust Company
Nevada
$3.79K
ACA
269
American Capital Advisory
Idaho
$3.76K
GRP
270
Global Retirement Partners
California
$3.76K +$3.66K +3 New
CF
271
Conquis Financial
California
$1.25K
SWM
272
Spire Wealth Management
Virginia
$1.25K
TPCW
273
TD Private Client Wealth
New York
$1.25K
AWM
274
AE Wealth Management
Kansas
$1.25K +$1.22K +1 New
Lazard Asset Management
275
Lazard Asset Management
New York
$115