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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hudson Capital Management
New Jersey
$4.5M +$73K +50 +1%
Bank of America
52
Bank of America
North Carolina
$4.28M +$422K +289 +9%
GF
53
Gabelli Funds
New York
$3.88M
LPL Financial
54
LPL Financial
California
$3.84M +$200K +137 +5%
IRM
55
Income Research & Management
Massachusetts
$3.69M +$347K +238 +10%
LSPW
56
Lake Street Private Wealth
Illinois
$3.58M +$569K +390 +16%
PWS
57
Peloton Wealth Strategists
Indiana
$3.36M -$2.28M -1,563 -37%
MTIM
58
Marathon Trading Investment Management
Pennsylvania
$3.32M -$2.06M -1,411 -35%
PCC
59
Park Circle Company
Maryland
$3.17M
EIA
60
Edgemoor Investment Advisors
Maryland
$3.08M -$112K -77 -3%
AAM
61
Alken Asset Management
United Kingdom
$3.07M +$1.36M +930 +62%
BIMC
62
Benson Investment Management Company
Virginia
$2.99M +$3.45M +2,365 New
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.86M -$89K -61 -3%
FC
64
Fore Capital
New York
$2.79M +$3.21M +2,200 New
CLOS
65
Compagnie Lombard Odier SCmA
Switzerland
$2.71M +$3.12M +2,140 New
Neuberger Berman Group
66
Neuberger Berman Group
New York
$2.64M +$35K +24 +1%
JG
67
Jefferies Group
New York
$2.52M +$285K +195 +11%
DLG
68
Daniel L. Goodwin
$2.07M
US Bancorp
69
US Bancorp
Minnesota
$2.07M
LA
70
LexAurum Advisors
Kansas
$1.98M +$334K +229 +17%
NPF
71
Norris Perne & French
Michigan
$1.93M
LOAMS
72
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.89M +$2.17M +1,490 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.8M +$185K +127 +10%
UFG
74
United Fire Group
Iowa
$1.77M
RA
75
Rational Advisors
New York
$1.77M +$1.85M +1,270 +992%