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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$20.9M +$12.4M +10,020 +133%
SIM
27
SSI Investment Management
California
$19.4M +$525K +424 +3%
EHC
28
Everett Harris & Co
California
$16.9M -$823K -665 -4%
P8IP
29
Pier 88 Investment Partners
California
$16.3M -$458K -370 -3%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$15.8M -$168K -136 -1%
PM
31
Phraction Management
Connecticut
$14.6M +$2.09M +1,686 +16%
JP Morgan Chase
32
JP Morgan Chase
New York
$14.3M -$3.03M -2,447 -17%
Franklin Resources
33
Franklin Resources
California
$13.5M +$495K +400 +4%
CL
34
CSS LLC
Illinois
$12.3M -$16.5M -13,347 -56%
NEAM
35
New England Asset Management
Connecticut
$11.2M – – –
SM
36
Skaana Management
New York
$10.4M +$10.9M +8,822 New
LPL Financial
37
LPL Financial
California
$9.91M +$1.21M +978 +13%
AllianceBernstein
38
AllianceBernstein
Tennessee
$9.72M -$204K -165 -2%
RA
39
Rational Advisors
New York
$9.59M – – –
CI
40
Conning Inc
Connecticut
$8.62M +$1.24M +1,000 +16%
Nomura Holdings
41
Nomura Holdings
Japan
$8.55M +$8.87M +7,172 New
IA
42
Icon Advisers
Colorado
$8.54M +$2.51M +2,027 +39%
Raymond James Financial
43
Raymond James Financial
Florida
$8.46M -$189K -153 -2%
RCM
44
RB Capital Management
Nevada
$8.41M +$127K +103 +1%
Bank of America
45
Bank of America
North Carolina
$7.61M +$2.48M +2,004 +46%
SWP
46
Stratos Wealth Partners
Ohio
$7.43M +$297K +240 +4%
XWM
47
Xcel Wealth Management
Florida
$6.98M +$328K +265 +5%
WPP
48
Whalerock Point Partners
Rhode Island
$6.32M +$1.11M +900 +20%
Universal-Beteiligungs- und Servicegesellschaft
49
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.19M +$1.98M +1,600 +45%
Stifel Financial
50
Stifel Financial
Missouri
$6.1M +$480K +388 +8%
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