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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$6.4K
FFL
252
Financial Freedom LLC
Ohio
$6.4K +$6.21K +5 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$5.12K
CFG
254
Chapman Financial Group
Hawaii
$5.12K
NA
255
NewEdge Advisors
Louisiana
$5.12K
NSIM
256
North Star Investment Management
Illinois
$5.12K
ACA
257
American Capital Advisory
Idaho
$3.84K
WTC
258
WhitTier Trust Company
Nevada
$3.79K
BCWM
259
Bartlett & Co Wealth Management
Ohio
$2.56K
GGI
260
Godsey & Gibb Inc
Virginia
$2.56K +$2.48K +2 New
TPCW
261
TD Private Client Wealth
New York
$1.28K -$1.24K -1 -50%
CF
262
Conquis Financial
California
$1.28K
GRP
263
Global Retirement Partners
California
$1.28K
SWM
264
Spire Wealth Management
Virginia
$1.28K
BTI
265
Blue Trust Inc
Georgia
$128
Lazard Asset Management
266
Lazard Asset Management
New York
$119 -$5.59M -4,503 Closed
HSBC Holdings
267
HSBC Holdings
United Kingdom
-$4.36M -3,597 Closed
WPP
268
Whalerock Point Partners
Rhode Island
-$3.54M -2,915 Closed
DIA
269
Dana Investment Advisors
Wisconsin
-$1.13M -932 Closed
HighTower Advisors
270
HighTower Advisors
Illinois
-$1.06M -874 Closed
ACM
271
AlphaStar Capital Management
North Carolina
-$985K -812 Closed
Jane Street
272
Jane Street
New York
-$941K -776 Closed
SFA
273
Sequoia Financial Advisors
Ohio
-$685K -565 Closed
TSS
274
Two Sigma Securities
New York
-$613K -505 Closed
WAM
275
Warberg Asset Management
Illinois
-$364K -300 Closed