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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$5.2M +$2.15M +1,837 +71%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.19M -$23.4K -20 -0.4%
Stifel Financial
53
Stifel Financial
Missouri
$5.11M +$3.52K +3 +0.1%
ACM
54
Advisors Capital Management
New Jersey
$4.52M +$4.52M +3,854 New
HCM
55
Hudson Capital Management
New Jersey
$4.48M +$28.1K +24 +0.6%
Mariner
56
Mariner
Kansas
$4.43M -$109K -93 -2%
RA
57
Rational Advisors
New York
$4.39M +$2.7M +2,300 +159%
SG Americas Securities
58
SG Americas Securities
New York
$4.02M – – –
AAM
59
Alken Asset Management
United Kingdom
$3.93M – – –
LTI
60
Laffer Tengler Investments
Tennessee
$3.93M -$172K -147 -4%
Bank of America
61
Bank of America
North Carolina
$3.85M +$89.1K +76 +2%
UBS Group
62
UBS Group
Switzerland
$3.82M +$35.2K +30 +0.9%
MTIM
63
Marathon Trading Investment Management
Pennsylvania
$3.78M – – –
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.78M -$148K -126 -4%
WAM
65
Wolverine Asset Management
Illinois
$3.67M -$234K -200 -6%
PWS
66
Peloton Wealth Strategists
Indiana
$3.63M +$52.7K +45 +1%
Goldman Sachs
67
Goldman Sachs
New York
$3.54M -$252K -215 -7%
UIC
68
Uniplan Investment Counsel
Wisconsin
$3.51M +$11.7K +10 +0.3%
FCMC
69
Founders Capital Management (Connecticut)
Connecticut
$3.12M -$161K -137 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.04M +$231K +197 +8%
KAS
71
Kestra Advisory Services
Texas
$2.85M +$779K +665 +38%
LA
72
LexAurum Advisors
Kansas
$2.64M -$22.3K -19 -0.8%
SCM
73
Schnieders Capital Management
California
$2.62M +$23.4K +20 +0.9%
SL
74
Summitry LLC
California
$2.53M -$41K -35 -2%
LSPW
75
Lake Street Private Wealth
Illinois
$2.32M +$1.07M +912 +86%
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