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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
76
HL Financial Services
Kentucky
$553K
CI
77
Conning Inc
Connecticut
$549K
SLF
78
Sun Life Financial
Ontario, Canada
$513K
WFG
79
Windsor Financial Group
Minnesota
$476K
CFN
80
Cordasco Financial Network
Florida
$472K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$431K
AR
82
Advisory Research
Illinois
$427K
Jane Street
83
Jane Street
New York
$389K -$33.1K -27 -8%
CWM
84
Calamos Wealth Management
Illinois
$378K +$18.4K +15 +5%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$377K +$378K +309 New
Mariner
86
Mariner
Kansas
$366K +$367K +300 New
BRWA
87
B. Riley Wealth Advisors
Florida
$354K +$355K +290 New
SAM
88
Symphony Asset Management
California
$343K
DWM
89
Darwin Wealth Management
Florida
$330K -$19.6K -16 -6%
K
90
Kemper
Illinois
$305K
EAM
91
Evanson Asset Management
California
$299K
KeyBank National Association
92
KeyBank National Association
Ohio
$292K +$293K +239 New
CB
93
Commerce Bank
Missouri
$287K
AMIM
94
Aull & Monroe Investment Management
Alabama
$275K +$276K +225 New
SCM
95
Snow Capital Management
Pennsylvania
$265K
KPCM
96
Kings Point Capital Management
New York
$265K +$266K +217 New
LWAC
97
Laurel Wealth Advisors (California)
California
$256K +$18.4K +15 +8%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$245K
AA
99
Ancora Advisors
Ohio
$244K +$245K +200 New
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$244K +$245K +200 New