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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
HIMS
251
Hager Investment Management Services
New Hampshire
$29.8K
CBT
252
Crews Bank & Trust
Florida
$29.8K
RF
253
Rossby Financial
Florida
$27.1K
VEA
254
Virtus ETF Advisers
New York
$26.2K
PIA
255
Powell Investment Advisors
Florida
$23.8K
PB
256
Prosperity Bancshares
Texas
$19.1K
CCC
257
Chelsea Counsel Company
California
$17.9K
CB
258
CNB Bank
Pennsylvania
$14.3K
HI
259
Harbour Investments
Wisconsin
$14.3K +$14.8K +12 New
KFAS
260
Keating Financial Advisory Services
Kansas
$13.1K +$13.6K +11 New
BF
261
BOK Financial
Oklahoma
$11.9K +$12.4K +10 New
HPBT
262
Hickory Point Bank & Trust
Illinois
$9.53K +$9.9K +8 New
FM
263
Family Management
New York
$7.15K
CT
264
Caldwell Trust
Florida
$5.96K
CFFP
265
Center for Financial Planning
Michigan
$5.96K
CFG
266
Chapman Financial Group
Hawaii
$4.77K
CIAS
267
Capital Investment Advisory Services
North Carolina
$4.77K
NSIM
268
North Star Investment Management
Illinois
$4.77K
ACA
269
American Capital Advisory
Idaho
$3.58K
WTC
270
WhitTier Trust Company
Nevada
$3.56K
CF
271
Conquis Financial
California
$1.22K
SWM
272
Spire Wealth Management
Virginia
$1.19K
TPCW
273
TD Private Client Wealth
New York
$1.19K
Lazard Asset Management
274
Lazard Asset Management
New York
$109
SA
275
Stonebridge Advisors
Connecticut
-$57.4M -188,490 Closed