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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$5.25M +$292K +238 +6%
OC
52
Oppenheimer & Co
New York
$5.22M -$422K -344 -8%
KAS
53
Kestra Advisory Services
Texas
$4.4M -$34.4K -28 -0.8%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.36M +$904K +736 +26%
AM
55
AGF Management
Ontario, Canada
$4.32M – – –
LTI
56
Laffer Tengler Investments
Tennessee
$4.14M +$11.1K +9 +0.3%
PWS
57
Peloton Wealth Strategists
Indiana
$4.13M -$66.3K -54 -2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.06M +$72.4K +59 +2%
WAM
59
Wolverine Asset Management
Illinois
$3.98M – – –
LSPW
60
Lake Street Private Wealth
Illinois
$3.77M +$43K +35 +1%
JIC
61
JRM Investment Counsel
Nebraska
$3.67M -$2.91M -2,372 -44%
WPP
62
Whalerock Point Partners
Rhode Island
$3.64M +$98.2K +80 +3%
MA
63
Montag & Associates
Georgia
$3.49M -$216K -176 -6%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$3.26M -$173K -141 -5%
SSWG
65
Seven Springs Wealth Group
Tennessee
$3.06M -$307K -250 -9%
AUIM
66
Aegon USA Investment Management
Iowa
$3.06M -$67.5K -55 -2%
MTIM
67
Marathon Trading Investment Management
Pennsylvania
$3.04M – – –
Mariner
68
Mariner
Kansas
$2.93M -$115K -94 -4%
KIA
69
KCM Investment Advisors
California
$2.92M +$124K +101 +4%
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.91M -$20.9K -17 -0.7%
Goldman Sachs
71
Goldman Sachs
New York
$2.83M +$92.1K +75 +3%
LA
72
LexAurum Advisors
Kansas
$2.8M +$24.6K +20 +0.9%
ALC
73
Alexander Labrunerie & Co
Missouri
$2.77M -$12.3K -10 -0.4%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$2.74M -$6.84M -5,569 -71%
UIC
75
Uniplan Investment Counsel
Wisconsin
$2.7M -$39.4M -32,117 -94%
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