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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$683K -$2.71K -2 -0.4%
Brown Advisory
102
Brown Advisory
Maryland
$648K +$669K +493 New
CF
103
Centaurus Financial
California
$643K +$1.36K +1 +0.2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$607K -$23.1K -17 -4%
SIG
105
Stonegate Investment Group
Alabama
$592K
HighTower Advisors
106
HighTower Advisors
Illinois
$579K +$142K +105 +31%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$573K -$27.1K -20 -4%
JIC
108
Joel Isaacson & Co
New York
$568K
XWM
109
Xcel Wealth Management
Florida
$568K
ISWM
110
Independent Solutions Wealth Management
New York
$564K
APA
111
American Portfolios Advisors
New York
$564K +$10.8K +8 +2%
HWM
112
Hohimer Wealth Management
Washington
$542K +$8.14K +6 +1%
GF
113
Gries Financial
Ohio
$516K
CFS
114
Capital Financial Services
New York
$484K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$465K -$2.71K -2 -0.6%
CWM
116
Calamos Wealth Management
Illinois
$436K -$107K -79 -19%
RMDI
117
R.M. Davis Inc
Maine
$407K
BC
118
Bowman & Company
Wisconsin
$383K +$1.36K +1 +0.3%
OIA
119
OneDigital Investment Advisors
Kansas
$369K
NFC
120
Northeast Financial Consultants
Connecticut
$363K
BFG
121
Berger Financial Group
Minnesota
$343K
SA
122
Strategic Advisors
New York
$325K -$29.8K -22 -8%
EAM
123
Evanson Asset Management
California
$322K
LWM
124
Laidlaw Wealth Management
New York
$318K
TSS
125
Two Sigma Securities
New York
$314K +$324K +239 New