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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
101
Independent Solutions Wealth Management
New York
$793K -$46.7K -32 -5%
CAC
102
Certified Advisory Corp
Florida
$776K -$21.9K -15 -2%
TA
103
Teton Advisors
New York
$775K
SG
104
StoneX Group
New York
$769K +$24.8K +17 +3%
AIC
105
Ameritas Investment Company
Nebraska
$751K +$642K +440 +288%
PWP
106
Principle Wealth Partners
Connecticut
$734K
WS
107
Wedbush Securities
California
$719K -$70.1K -48 -8%
HighTower Advisors
108
HighTower Advisors
Illinois
$712K +$820K +562 New
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$706K +$220K +151 +37%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$693K -$613K -420 -43%
EVM
111
Eaton Vance Management
Massachusetts
$671K +$387K +265 +100%
KWA
112
KCS Wealth Advisory
California
$667K +$158K +108 +26%
RBFC
113
Roman Butler Fullerton & Co
Missouri
$656K
DWM
114
Darwin Wealth Management
Florida
$645K -$17.5K -12 -2%
CIM
115
Chiron Investment Management
New York
$633K
ICM
116
Islay Capital Management
Texas
$633K
APA
117
American Portfolios Advisors
New York
$609K -$123K -84 -15%
HWM
118
Hohimer Wealth Management
Washington
$575K +$26.3K +18 +4%
NFC
119
Northeast Financial Consultants
Connecticut
$574K +$2.92K +2 +0.4%
COF
120
Capital One Financial
Virginia
$572K +$660K +452 New
CWM
121
Calamos Wealth Management
Illinois
$551K
XWM
122
Xcel Wealth Management
Florida
$548K +$146K +100 +30%
RVPG
123
Relative Value Partners Group
$540K -$33.6K -23 -5%
M&T Bank
124
M&T Bank
New York
$529K +$610K +418 New
CFN
125
Cordasco Financial Network
Florida
$513K