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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Montag & Associates
Georgia
$2.57M -$442K -357 -14%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.56M -$1.21M -980 -31%
LA
78
LexAurum Advisors
Kansas
$2.54M +$2.64M +2,132 New
ALC
79
Alexander Labrunerie & Co
Missouri
$2.46M -$92.8K -75 -4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$2.45M -$194K -157 -7%
PWP
81
Private Wealth Partners
California
$2.38M
NAMI
82
Nomura Asset Management International
Pennsylvania
$2.38M
SCA
83
Snowden Capital Advisors
New York
$2.34M +$516K +417 +27%
UIC
84
Uniplan Investment Counsel
Wisconsin
$2.28M -$145K -117 -6%
SWM
85
Shrier Wealth Management
California
$2.06M +$37.1K +30 +2%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$2.03M -$2.53M -2,045 -55%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$1.87M
EIA
88
Edgemoor Investment Advisors
Maryland
$1.87M -$14.8K -12 -0.8%
SL
89
Summitry LLC
California
$1.85M -$82.9K -67 -4%
CRC
90
Curi RMB Capital
Illinois
$1.79M -$124K -100 -6%
WAM
91
Warberg Asset Management
Illinois
$1.79M +$776K +627 +72%
Jane Street
92
Jane Street
New York
$1.73M +$1.6M +1,290 +787%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.57M +$6.19K +5 +0.4%
SEI Investments
94
SEI Investments
Pennsylvania
$1.56M -$166K -134 -9%
JSL
95
JT Stratford LLC
Georgia
$1.54M -$45.8K -37 -3%
DWM
96
Diversify Wealth Management
Utah
$1.53M +$1.54M +1,245 New
DAS
97
Diversify Advisory Services
Utah
$1.49M +$6.19K +5 +0.4%
AC
98
Apella Capital
Connecticut
$1.48M +$1.49M +1,205 New
UBP
99
Union Bancaire Privee
Switzerland
$1.45M
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$1.37M -$118K -95 -8%