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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
76
Xcel Wealth Management
Florida
$2.65M +$13.5K +11 +0.5%
Macquarie Group
77
Macquarie Group
Australia
$2.5M
PWP
78
Private Wealth Partners
California
$2.4M +$2.38M +1,942 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.37M -$2.21M -1,799 -48%
IA
80
Icon Advisers
Colorado
$2.22M -$1.39M -1,131 -39%
SL
81
Summitry LLC
California
$2.1M -$44.2K -36 -2%
AF
82
Apollon Financial
South Carolina
$2M
SCA
83
Snowden Capital Advisors
New York
$1.99M +$50.3K +41 +3%
EIA
84
Edgemoor Investment Advisors
Maryland
$1.97M -$17.2K -14 -0.9%
CPW
85
Cove Private Wealth
New York
$1.91M
Truist Financial
86
Truist Financial
North Carolina
$1.88M +$330K +269 +21%
SEI Investments
87
SEI Investments
Pennsylvania
$1.72M +$34.4K +28 +2%
MFG
88
Magnus Financial Group
New York
$1.68M +$182K +148 +12%
UBP
89
Union Bancaire Privee
Switzerland
$1.67M +$1.82M +1,480 New
CRC
90
Curi RMB Capital
Illinois
$1.63M
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.61M +$119K +97 +8%
JSL
92
JT Stratford LLC
Georgia
$1.57M +$495K +403 +47%
SC
93
Scotia Capital
Ontario, Canada
$1.51M -$329K -268 -18%
MCM
94
Marathon Capital Management
Maryland
$1.44M -$36.8K -30 -3%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.37M +$47.9K +39 +4%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$1.34M -$301K -245 -18%
SCM
97
Schnieders Capital Management
California
$1.31M -$61.4K -50 -4%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$1.28M +$636K +518 +100%
CFS
99
Coordinated Financial Services
Colorado
$1.28M +$77.4K +63 +6%
PH
100
Pinnacle Holdings
Oklahoma
$1.26M -$11.1K -9 -0.9%