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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$5.65M +$520K +423 +11%
Bank of America
52
Bank of America
North Carolina
$5.53M -$91K -74 -2%
EP
53
EPIQ Partners
Minnesota
$5.45M +$5.26M +4,278 New
UBS Group
54
UBS Group
Switzerland
$4.6M -$464K -377 -9%
KAS
55
Kestra Advisory Services
Texas
$4.52M -$93.5K -76 -2%
PWS
56
Peloton Wealth Strategists
Indiana
$4.46M -$61.5K -50 -1%
AM
57
AGF Management
Ontario, Canada
$4.46M -$738K -600 -15%
LTI
58
Laffer Tengler Investments
Tennessee
$4.16M +$28.3K +23 +0.7%
LSPW
59
Lake Street Private Wealth
Illinois
$4.11M +$61.5K +50 +2%
WAM
60
Wolverine Asset Management
Illinois
$4.09M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.08M +$162K +132 +4%
AUIM
62
Aegon USA Investment Management
Iowa
$4M -$1.15M -933 -23%
WPP
63
Whalerock Point Partners
Rhode Island
$4M +$3.86M +3,140 New
MA
64
Montag & Associates
Georgia
$3.77M +$165K +134 +5%
AAM
65
Alken Asset Management
United Kingdom
$3.76M
Neuberger Berman Group
66
Neuberger Berman Group
New York
$3.55M -$262K -213 -7%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.53M +$16K +13 +0.5%
HighTower Advisors
68
HighTower Advisors
Illinois
$3.45M +$2.45M +1,989 +275%
Macquarie Group
69
Macquarie Group
Australia
$3.4M
SSWG
70
Seven Springs Wealth Group
Tennessee
$3.34M +$107K +87 +3%
MTIM
71
Marathon Trading Investment Management
Pennsylvania
$3.14M -$934K -759 -24%
FCMC
72
Founders Capital Management (Connecticut)
Connecticut
$3.1M
SG Americas Securities
73
SG Americas Securities
New York
$3.09M
UIC
74
Uniplan Investment Counsel
Wisconsin
$2.91M -$269K -219 -9%
Mariner
75
Mariner
Kansas
$2.88M -$246K -200 -8%