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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$889K
Creative Planning
102
Creative Planning
Kansas
$804K +$90K +73 +12%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$759K +$554K +449 +227%
Citadel Advisors
104
Citadel Advisors
Florida
$662K +$448K +363 +181%
NW
105
NewEdge Wealth
Pennsylvania
$640K +$128K +104 +24%
VAS
106
Vestmark Advisory Solutions
Massachusetts
$640K +$268K +217 +66%
Jane Street
107
Jane Street
New York
$611K -$2.63M -2,129 -80%
LFAS
108
Level Four Advisory Services
Texas
$602K
Brown Advisory
109
Brown Advisory
Maryland
$580K
HIP
110
HUB Investment Partners
Texas
$578K +$2.47K +2 +0.4%
CF
111
Centaurus Financial
California
$576K +$1.23K +1 +0.2%
SIG
112
Stonegate Investment Group
Alabama
$574K
JIC
113
Joel Isaacson & Co
New York
$551K +$4.93K +4 +0.9%
NA
114
NewEdge Advisors
Louisiana
$524K -$87.6K -71 -14%
WS
115
Wedbush Securities
California
$524K +$29.6K +24 +6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$521K +$12.3K +10 +2%
XWM
117
Xcel Wealth Management
Florida
$508K
ISWM
118
Independent Solutions Wealth Management
New York
$504K
HWM
119
Hohimer Wealth Management
Washington
$484K
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$476K -$4.93K -4 -1%
MFG
121
Magnus Financial Group
New York
$439K -$382K -310 -45%
CFS
122
Capital Financial Services
New York
$436K -$2.47K -2 -0.5%
APA
123
American Portfolios Advisors
New York
$425K
RFA
124
Resurgent Financial Advisors
Georgia
$411K
HighTower Advisors
125
HighTower Advisors
Illinois
$398K -$296K -240 -41%