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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$522K -$193K -150 -27%
IA
102
IFP Advisors
Florida
$505K +$289K +225 +136%
KC
103
KHP Capital
Oklahoma
$480K
MIC
104
Meridian Investment Counsel
California
$440K
VFA
105
Voya Financial Advisors
Connecticut
$420K +$172K +134 +72%
OC
106
Oppenheimer & Co
New York
$410K -$6.42K -5 -2%
LFAS
107
Level Four Advisory Services
Texas
$388K
TA
108
Teton Advisors
New York
$388K +$128K +100 +50%
LC
109
Lourd Capital
California
$388K +$385K +300 New
FHB
110
First Hawaiian Bank
Hawaii
$365K +$362K +282 New
M&T Bank
111
M&T Bank
New York
$363K -$50.1K -39 -12%
GI
112
GAMCO Investors
Connecticut
$356K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$341K
SG
114
StoneX Group
New York
$339K +$19.3K +15 +6%
BRWA
115
B. Riley Wealth Advisors
Florida
$334K +$10.3K +8 +3%
CB
116
Commerce Bank
Missouri
$330K +$25.7K +20 +9%
K
117
Kemper
Illinois
$324K
EAM
118
Evanson Asset Management
California
$317K
Vanguard Capital Wealth Advisors
119
Vanguard Capital Wealth Advisors
Colorado
$304K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$277K +$128K +100 +88%
Cohen & Steers
121
Cohen & Steers
New York
$259K
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$259K
SGK
123
Steigerwald Gordon & Koch
Virginia
$259K
MA
124
Menlo Advisors
California
$256K
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$226K