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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
101
Dana Investment Advisors
Wisconsin
$1.08M
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$941K +$194K +164 +25%
SG
104
StoneX Group
New York
$914K +$920K +776 New
AAS
105
Ameritas Advisory Services
Nebraska
$882K +$901K +760 New
WB
106
Webster Bank
Connecticut
$880K
TB
107
Terril Brothers
Missouri
$879K
NCM
108
Novare Capital Management
North Carolina
$778K +$795K +671 New
CAC
109
Certified Advisory Corp
Florida
$703K +$718K +606 New
Creative Planning
110
Creative Planning
Kansas
$638K -$161K -136 -20%
Brown Advisory
111
Brown Advisory
Maryland
$596K +$23.7K +20 +4%
NW
112
NewEdge Wealth
Pennsylvania
$587K -$47.4K -40 -7%
VAS
113
Vestmark Advisory Solutions
Massachusetts
$587K -$47.4K -40 -7%
CF
114
Centaurus Financial
California
$570K
HIP
115
HUB Investment Partners
Texas
$570K -$2.37K -2 -0.4%
SIG
116
Stonegate Investment Group
Alabama
$567K
SAG
117
SageView Advisory Group
California
$524K +$536K +452 New
WS
118
Wedbush Securities
California
$519K
RFA
119
Resurgent Financial Advisors
Georgia
$508K +$104K +88 +25%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$505K -$5.89M -4,967 -92%
XWM
121
Xcel Wealth Management
Florida
$502K
ISWM
122
Independent Solutions Wealth Management
New York
$499K
LFAS
123
Level Four Advisory Services
Texas
$498K -$99.6K -84 -16%
JIC
124
Joel Isaacson & Co
New York
$486K -$59.3K -50 -11%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$451K -$20.2K -17 -4%