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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
ALC
76
Alexander Labrunerie & Co
Missouri
$2.73M -$126K -107 -4%
LA
77
LexAurum Advisors
Kansas
$2.67M -$74.2K -63 -3%
Goldman Sachs
78
Goldman Sachs
New York
$2.66M -$5.89K -5 -0.2%
KIA
79
KCM Investment Advisors
California
$2.65M +$928K +788 +55%
XWM
80
Xcel Wealth Management
Florida
$2.55M +$584K +496 +30%
SL
81
Summitry LLC
California
$2.21M -$252K -214 -10%
EIA
82
Edgemoor Investment Advisors
Maryland
$1.98M -$23.5K -20 -1%
CPW
83
Cove Private Wealth
New York
$1.85M
SCA
84
Snowden Capital Advisors
New York
$1.78M +$742K +630 +74%
CRC
85
Curi RMB Capital
Illinois
$1.75M -$257K -218 -13%
SC
86
Scotia Capital
Ontario, Canada
$1.74M -$5.89K -5 -0.3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.64M -$90.7K -77 -5%
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$1.6M +$224K +190 +17%
MFG
89
Magnus Financial Group
New York
$1.59M -$153K -130 -9%
Truist Financial
90
Truist Financial
North Carolina
$1.52M +$254K +216 +20%
MCM
91
Marathon Capital Management
Maryland
$1.47M -$89.5K -76 -6%
SCM
92
Schnieders Capital Management
California
$1.39M -$806K -685 -37%
Corient Private Wealth
93
Corient Private Wealth
Florida
$1.39M
SA
94
Sanctuary Advisors
Indiana
$1.32M +$1.34M +1,139 New
PH
95
Pinnacle Holdings
Oklahoma
$1.23M -$15.3K -13 -1%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.22M -$49.4K -42 -4%
SAM
97
Synergy Asset Management
Washington
$1.2M +$1.18M +1,004 New
SG
98
StoneX Group
New York
$1.17M +$41.2K +35 +4%
DIA
99
Dana Investment Advisors
Wisconsin
$1.11M
SAMC
100
Spectrum Asset Management (Connecticut)
Connecticut
$1.11M +$38.9K +33 +4%