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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$904K -$81.2K -60 -8%
LWAC
102
Laurel Wealth Advisors (California)
California
$886K +$2.71K +2 +0.3%
CF
103
Centaurus Financial
California
$863K -$32.5K -24 -4%
KWA
104
KCS Wealth Advisory
California
$827K +$120K +89 +17%
CAC
105
Certified Advisory Corp
Florida
$823K
TA
106
Teton Advisors
New York
$809K
SG
107
StoneX Group
New York
$789K -$25.7K -19 -3%
PWP
108
Principle Wealth Partners
Connecticut
$778K
AIC
109
Ameritas Investment Company
Nebraska
$745K -$51.4K -38 -6%
WS
110
Wedbush Securities
California
$717K -$46K -34 -6%
EVM
111
Eaton Vance Management
Massachusetts
$711K
RBFC
112
Roman Butler Fullerton & Co
Missouri
$695K
APA
113
American Portfolios Advisors
New York
$680K +$35.2K +26 +5%
ICM
114
Islay Capital Management
Texas
$671K -$676K -500 Closed
JIC
115
Joel Isaacson & Co
New York
$652K +$658K +486 New
ISWM
116
Independent Solutions Wealth Management
New York
$621K -$221K -163 -26%
DWM
117
Darwin Wealth Management
Florida
$618K -$67.7K -50 -10%
NFC
118
Northeast Financial Consultants
Connecticut
$612K +$2.71K +2 +0.4%
COF
119
Capital One Financial
Virginia
$607K
SEI Investments
120
SEI Investments
Pennsylvania
$593K -$541K -400 -48%
RVPG
121
Relative Value Partners Group
$581K
XWM
122
Xcel Wealth Management
Florida
$581K
HWM
123
Hohimer Wealth Management
Washington
$573K
CWM
124
Calamos Wealth Management
Illinois
$565K -$18.9K -14 -3%
M&T Bank
125
M&T Bank
New York
$561K