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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
101
Northeast Financial Consultants
Connecticut
$589K +$585K +452 New
COI
102
Capital One Investing
Virginia
$582K +$579K +447 New
M&T Bank
103
M&T Bank
New York
$579K
AG
104
Advisor Group
Arizona
$536K -$456K -352 -46%
MCM
105
Marathon Capital Management
Maryland
$527K -$6.47K -5 -1%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$495K -$16.8K -13 -3%
HNB
107
Huntington National Bank
Ohio
$476K -$2.59K -2 -0.5%
FHB
108
First Hawaiian Bank
Hawaii
$452K +$84.1K +65 +23%
SG
109
StoneX Group
New York
$447K +$123K +95 +39%
MIC
110
Meridian Investment Counsel
California
$443K
XWM
111
Xcel Wealth Management
Florida
$433K
VFA
112
Voya Financial Advisors
Connecticut
$432K +$3.88K +3 +0.9%
EFS
113
Essex Financial Services
Connecticut
$426K
IDA
114
Intelligence Driven Advisers
California
$406K -$129K -100 -24%
OC
115
Oppenheimer & Co
New York
$396K -$3.88K -3 -1%
TA
116
Teton Advisors
New York
$393K
LFAS
117
Level Four Advisory Services
Texas
$391K
GI
118
GAMCO Investors
Connecticut
$360K
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$349K +$347K +268 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$338K
CB
121
Commerce Bank
Missouri
$332K
LF
122
Lee Financial
Texas
$325K
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$324K +$185K +143 +135%
EAM
124
Evanson Asset Management
California
$319K
Vanguard Capital Wealth Advisors
125
Vanguard Capital Wealth Advisors
Colorado
$305K