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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Private Asset Management
California
$235K -$58.2K -50 -20%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$235K
BRWA
78
B. Riley Wealth Advisors
Florida
$235K +$466K +400 New
PFS
79
Prospera Financial Services
Texas
$229K -$5.82K -5 -3%
DIA
80
Denver Investment Advisors
Colorado
$229K
Wellington Management Group
81
Wellington Management Group
Massachusetts
$228K
Citigroup
82
Citigroup
New York
$172K -$1.17K -1 -0.7%
AFIA
83
America First Investment Advisors
Nebraska
$134K
CFN
84
Cordasco Financial Network
Florida
$129K +$128K +110 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$117K
PTC
86
Private Trust Company
Ohio
$84K
CG
87
Colony Group
Massachusetts
$70K
MFS
88
MSI Financial Services
Massachusetts
$59K
M&T Bank
89
M&T Bank
New York
$59K
MA
90
MUFG Americas
New York
$59K
SA
91
SRH Advisors
Kansas
$59K
TCOV
92
Trust Company of Vermont
Vermont
$47K +$46.6K +40 New
PH
93
Pinnacle Holdings
Oklahoma
$34K
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$32K
LWCFA
95
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
FNBT
96
FineMark National Bank & Trust
Florida
$29K +$29.1K +25 New
BRWM
97
B. Riley Wealth Management
Tennessee
$23K
WA
98
WFG Advisors
Texas
$18K -$41.9K -36 -71%
WTB
99
Washington Trust Bank
Washington
$8K
GT
100
Glenmede Trust
Pennsylvania
$4K