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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
76
Seven Springs Wealth Group
Tennessee
$2.07M +$63.6K +53 +3%
KAS
77
Kestra Advisory Services
Texas
$2.06M -$40.8K -34 -2%
BFIC
78
Bedell Frazier Investment Counselling
California
$1.98M -$44.4K -37 -2%
MA
79
Menlo Advisors
California
$1.92M -$1.6M -1,336 -45%
DLG
80
Daniel L. Goodwin
$1.91M
MCM
81
Marathon Capital Management
Maryland
$1.9M +$1.96M +1,631 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.79M -$102K -85 -5%
SC
83
Scotia Capital
Ontario, Canada
$1.78M +$69.5K +58 +4%
IA
84
Icon Advisers
Colorado
$1.77M -$536K -447 -23%
RA
85
Rational Advisors
New York
$1.69M -$3.36M -2,800 -66%
Truist Financial
86
Truist Financial
North Carolina
$1.68M +$104K +87 +6%
M&T Bank
87
M&T Bank
New York
$1.63M -$43.2K -36 -3%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.62M +$429K +358 +35%
FFA
89
First Foundation Advisors
California
$1.57M -$58.8K -49 -4%
IRM
90
Income Research & Management
Massachusetts
$1.5M
GA
91
GFS Advisors
Texas
$1.5M
US Bancorp
92
US Bancorp
Minnesota
$1.49M -$4.8K -4 -0.3%
KIA
93
KCM Investment Advisors
California
$1.47M -$46.8K -39 -3%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.41M +$1.45M +1,207 New
VFA
95
Valeo Financial Advisors
Indiana
$1.33M -$198K -165 -0.2%
SWM
96
Sugarloaf Wealth Management
Georgia
$1.26M +$1.29M +1,076 New
LSPW
97
Lake Street Private Wealth
Illinois
$1.24M +$1.28M +1,065 New
CRC
98
Curi RMB Capital
Illinois
$1.14M -$6K -5 -0.5%
DIA
99
Dana Investment Advisors
Wisconsin
$1.09M
GGS
100
Galvin Gaustad & Stein
Arizona
$1.04M -$124K -103 -10%