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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
251
Opal Wealth Advisors
New York
$5.98K +$5.89K +5 New
CIAS
252
Capital Investment Advisory Services
North Carolina
$4.79K
GEA
253
Glen Eagle Advisors
New Jersey
$4.79K
NSIM
254
North Star Investment Management
Illinois
$4.79K
BCWM
255
Bartlett & Co Wealth Management
Ohio
$2.39K
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
TPCW
257
TD Private Client Wealth
New York
$1.2K
TSWM
258
Tyler-Stone Wealth Management
Ohio
$1.2K
GRP
259
Global Retirement Partners
California
$1.2K +$1.18K +1 New
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$29 -$64.9M -55,166 -100%
WPP
261
Whalerock Point Partners
Rhode Island
-$3.42M -2,868 Closed
BSW
262
Buckingham Strategic Wealth
Missouri
-$398K -333 Closed
KAM
263
Knightsbridge Asset Management
California
-$251K -208 Closed
CIC
264
Carnegie Investment Counsel
Ohio
-$218K -182 Closed
IC
265
IEQ Capital
California
-$202K -169 Closed
LF
266
LifeSteps Financial
California
-$108K -90 Closed
ANBT
267
American National Bank & Trust
Texas
-$53.7K -45 Closed
TCOV
268
Trust Company of Vermont
Vermont
-$47.8K -40 Closed
FSWA
269
Financial Synergies Wealth Advisors
Texas
-$10.7K -9 Closed
ACA
270
American Capital Advisory
Idaho
-$8.18K -7 Closed
MG
271
Mather Group
Illinois
-$3.62K -3 Closed