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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Suntrust Banks
Georgia
$229K -$8.57K -7 -4%
PFS
102
Prospera Financial Services
Texas
$226K
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$214K
AII
104
AGF Investments Inc
Ontario, Canada
$193K
NCM
105
Nelson Capital Management
California
$183K +$184K +150 New
AFIA
106
America First Investment Advisors
Nebraska
$139K
GT
107
Glenmede Trust
Pennsylvania
$122K
CWM
108
Concert Wealth Management
California
$91K +$91.8K +75 New
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$87K +$4.9K +4 +6%
SA
110
SRH Advisors
Kansas
$61K
TCOV
111
Trust Company of Vermont
Vermont
$49K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$48K +$29.4K +24 +160%
FWM
113
Focused Wealth Management
New York
$42K
PH
114
Pinnacle Holdings
Oklahoma
$35.4K
IA
115
IFP Advisors
Florida
$31K +$30.6K +25 New
EWM
116
Endurance Wealth Management
Rhode Island
$30K
MFS
117
MSI Financial Services
Massachusetts
$24K
CPIG
118
Chicago Partners Investment Group
Illinois
$18K
Creative Planning
119
Creative Planning
Kansas
$12K
CCM
120
Cribstone Capital Management
Maine
$11K
DADC
121
D.A. Davidson & Co
Montana
$9K
WTB
122
Washington Trust Bank
Washington
$9K
IWMPD
123
Integrated Wealth Management (Palm Desert)
California
$5K
RFA
124
Reilly Financial Advisors
California
$4K
State Street
125
State Street
Massachusetts
-$72.2M -60,941 Closed