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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
251
Deutsche Bank
Germany
$17K +$16.5K +14 New
CB
252
CNB Bank
Pennsylvania
$14.6K
CT
253
Caldwell Trust
Florida
$10.9K
MYIA
254
Mount Yale Investment Advisors
Colorado
$9.7K +$9.44K +8 New
1L
255
10Elms LLP
Oklahoma
$7.28K
FM
256
Family Management
New York
$7.28K +$7.08K +6 New
PS
257
Principal Securities
Iowa
$6.07K -$56.6K -48 -91%
CFFP
258
Center for Financial Planning
Michigan
$6.07K
CIAS
259
Capital Investment Advisory Services
North Carolina
$4.85K
NA
260
NewEdge Advisors
Louisiana
$4.85K
NSIM
261
North Star Investment Management
Illinois
$4.85K
CFG
262
Chapman Financial Group
Hawaii
$4.85K +$4.72K +4 New
FFA
263
Farther Finance Advisors
California
$3.64K -$70.8K -60 -95%
ACA
264
American Capital Advisory
Idaho
$3.64K
WTC
265
WhitTier Trust Company
Nevada
$3.64K
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.43K
BCMLT
267
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K
TPCW
268
TD Private Client Wealth
New York
$2.43K +$1.18K +1 +100%
CF
269
Conquis Financial
California
$1.21K
SWM
270
Spire Wealth Management
Virginia
$1.21K
GRP
271
Global Retirement Partners
California
$1.21K +$1.18K +1 New
MFA
272
McClarren Financial Advisors
Pennsylvania
-$12K -1,234 Closed
IC
273
Inscription Capital
Texas
-$532K -446 Closed
NPF
274
Norris Perne & French
Michigan
-$362K -293 Closed
ISWM
275
Independent Solutions Wealth Management
New York
-$333K -270 Closed