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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$988K +$1.01M +846 New
SG
102
StoneX Group
New York
$972K +$51.6K +43 +6%
PHS
103
Pekin Hardy Strauss
Illinois
$954K -$162K -135 -14%
IA
104
IFP Advisors
Florida
$940K -$144K -120 -14%
TB
105
Terril Brothers
Missouri
$885K
WB
106
Webster Bank
Connecticut
$885K
NPF
107
Norris Perne & French
Michigan
$835K +$857K +715 New
NCM
108
Novare Capital Management
North Carolina
$784K
CAC
109
Certified Advisory Corp
Florida
$771K +$64.8K +54 +9%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$756K -$197K -164 -20%
SWP
111
Stratos Wealth Partners
Ohio
$697K -$5.62M -4,683 -89%
CWM
112
Calamos Wealth Management
Illinois
$673K +$305K +254 +79%
AAS
113
Ameritas Advisory Services
Nebraska
$669K -$228K -190 -25%
NW
114
NewEdge Wealth
Pennsylvania
$656K +$67.1K +56 +11%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$649K +$60K +50 +10%
LFAS
116
Level Four Advisory Services
Texas
$617K +$119K +99 +23%
SIG
117
Stonegate Investment Group
Alabama
$611K +$40.8K +34 +7%
Brown Advisory
118
Brown Advisory
Maryland
$598K
Baird Financial Group
119
Baird Financial Group
Wisconsin
$586K +$80.3K +67 +15%
Creative Planning
120
Creative Planning
Kansas
$575K -$68.3K -57 -10%
CF
121
Centaurus Financial
California
$574K +$1.2K +1 +0.2%
HIP
122
HUB Investment Partners
Texas
$573K
RFA
123
Resurgent Financial Advisors
Georgia
$547K +$36K +30 +7%
SAG
124
SageView Advisory Group
California
$528K
RBFC
125
Roman Butler Fullerton & Co
Missouri
$526K +$540K +450 New