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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$913K
MFG
102
Magnus Financial Group
New York
$824K -$52.8K -43 -6%
NCM
103
Novare Capital Management
North Carolina
$808K +$823K +671 New
Creative Planning
104
Creative Planning
Kansas
$738K -$166K -135 -18%
AAS
105
Ameritas Advisory Services
Nebraska
$705K
HighTower Advisors
106
HighTower Advisors
Illinois
$697K +$169K +138 +31%
CAC
107
Certified Advisory Corp
Florida
$673K +$686K +559 New
NA
108
NewEdge Advisors
Louisiana
$624K +$636K +518 New
LFAS
109
Level Four Advisory Services
Texas
$618K -$8.59K -7 -1%
CFN
110
Cordasco Financial Network
Florida
$608K +$620K +505 New
Brown Advisory
111
Brown Advisory
Maryland
$595K
HIP
112
HUB Investment Partners
Texas
$591K +$602K +491 New
CF
113
Centaurus Financial
California
$590K
SIG
114
Stonegate Investment Group
Alabama
$589K +$46.6K +38 +8%
JIC
115
Joel Isaacson & Co
New York
$560K
NW
116
NewEdge Wealth
Pennsylvania
$532K +$542K +442 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$523K -$2.45K -2 -0.5%
XWM
118
Xcel Wealth Management
Florida
$522K
ISWM
119
Independent Solutions Wealth Management
New York
$518K
WS
120
Wedbush Securities
California
$510K +$519K +423 New
HWM
121
Hohimer Wealth Management
Washington
$497K
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$494K -$63.8K -52 -11%
OC
123
Oppenheimer & Co
New York
$453K +$461K +376 New
CFS
124
Capital Financial Services
New York
$450K +$6.13K +5 +1%
APA
125
American Portfolios Advisors
New York
$436K -$83.4K -68 -16%