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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Icon Advisers
Colorado
$2.27M +$1.09M +920 +88%
MA
77
Montag & Associates
Georgia
$2.18M +$11.9K +10 +0.5%
KAS
78
Kestra Advisory Services
Texas
$2.09M -$17.8K -15 -0.8%
BFIC
79
Bedell Frazier Investment Counselling
California
$2.01M -$243K -205 -11%
SSWG
80
Seven Springs Wealth Group
Tennessee
$1.99M +$923K +779 +83%
JIC
81
JRM Investment Counsel
Nebraska
$1.93M -$273K -230 -12%
SCM
82
Schnieders Capital Management
California
$1.93M +$1.97M +1,664 New
DLG
83
Daniel L. Goodwin
$1.9M
Wellington Management Group
84
Wellington Management Group
Massachusetts
$1.88M +$1.92M +1,621 New
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.88M +$80.6K +68 +4%
SC
86
Scotia Capital
Ontario, Canada
$1.71M +$104K +88 +6%
M&T Bank
87
M&T Bank
New York
$1.66M +$520K +439 +44%
FFA
88
First Foundation Advisors
California
$1.61M -$19K -16 -1%
Truist Financial
89
Truist Financial
North Carolina
$1.56M -$159K -134 -9%
VFA
90
Valeo Financial Advisors
Indiana
$1.51M +$111M +93,602 New
KIA
91
KCM Investment Advisors
California
$1.51M +$1.54M +1,298 New
GA
92
GFS Advisors
Texas
$1.5M
IRM
93
Income Research & Management
Massachusetts
$1.5M
US Bancorp
94
US Bancorp
Minnesota
$1.48M -$321K -271 -17%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.2M +$165K +139 +16%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.16M -$365K -308 -24%
GGS
97
Galvin Gaustad & Stein
Arizona
$1.15M -$574K -484 -33%
CRC
98
Curi RMB Capital
Illinois
$1.14M +$119K +100 +11%
PHS
99
Pekin Hardy Strauss
Illinois
$1.1M +$77.1K +65 +7%
IA
100
IFP Advisors
Florida
$1.09M -$183K -154 -15%