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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
JRM Investment Counsel
Nebraska
$5.3M +$94.7K +70 +2%
FCMC
52
Founders Capital Management (Connecticut)
Connecticut
$5.25M -$314K -232 -6%
OCM
53
Oaktree Capital Management
California
$5.11M +$5.15M +3,808 New
HCM
54
Hudson Capital Management
New Jersey
$4.84M +$75.8K +56 +2%
Bank of America
55
Bank of America
North Carolina
$4.44M -$101K -75 -2%
LSPW
56
Lake Street Private Wealth
Illinois
$4.11M +$322K +238 +8%
LPL Financial
57
LPL Financial
California
$4.06M -$8.12K -6 -0.2%
Goldman Sachs
58
Goldman Sachs
New York
$4.05M +$4.09M +3,021 New
GF
59
Gabelli Funds
New York
$4.05M
MTIM
60
Marathon Trading Investment Management
Pennsylvania
$3.58M +$59.5K +44 +2%
BIMC
61
Benson Investment Management Company
Virginia
$3.55M +$379K +280 +12%
PCC
62
Park Circle Company
Maryland
$3.36M
EIA
63
Edgemoor Investment Advisors
Maryland
$3.3M +$33.8K +25 +1%
SIM
64
SSI Investment Management
California
$3.29M -$23.2M -17,111 -87%
PWS
65
Peloton Wealth Strategists
Indiana
$3.23M -$331K -245 -9%
SL
66
Summitry LLC
California
$3.22M +$3.24M +2,398 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$3.1M +$62.2K +46 +2%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$3.03M +$231K +171 +8%
CLOS
69
Compagnie Lombard Odier SCmA
Switzerland
$2.87M
IA
70
Icon Advisers
Colorado
$2.66M +$2.24M +1,656 +511%
LA
71
LexAurum Advisors
Kansas
$2.65M +$559K +413 +26%
IRM
72
Income Research & Management
Massachusetts
$2.61M -$1.01M -748 -28%
Citigroup
73
Citigroup
New York
$2.3M +$1.13M +832 +95%
DLG
74
Daniel L. Goodwin
$2.2M
US Bancorp
75
US Bancorp
Minnesota
$2.09M -$108K -80 -5%