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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$995K +$3.52K +3 +0.4%
GGS
102
Galvin Gaustad & Stein
Arizona
$995K -$48.1K -41 -5%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$933K +$175K +149 +23%
IRM
104
Income Research & Management
Massachusetts
$892K -$622K -531 -41%
TB
105
Terril Brothers
Missouri
$888K
WB
106
Webster Bank
Connecticut
$888K
FFA
107
First Foundation Advisors
California
$821K -$752K -642 -48%
PHS
108
Pekin Hardy Strauss
Illinois
$818K -$139K -119 -15%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$810K +$368K +314 +83%
NCM
110
Novare Capital Management
North Carolina
$786K
CAC
111
Certified Advisory Corp
Florida
$763K -$10.5K -9 -1%
CMS
112
Capital Market Strategies
Florida
$756K +$756K +645 New
BRWA
113
B. Riley Wealth Advisors
Florida
$748K +$747K +637 New
IA
114
Icon Advisers
Colorado
$718K -$1.05M -900 -59%
SIG
115
Stonegate Investment Group
Alabama
$636K +$23.4K +20 +4%
NW
116
NewEdge Wealth
Pennsylvania
$619K -$39.9K -34 -6%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$613K -$38.7K -33 -6%
Brown Advisory
118
Brown Advisory
Maryland
$608K +$5.86K +5 +1%
LFAS
119
Level Four Advisory Services
Texas
$598K -$21.1K -18 -3%
IA
120
IFP Advisors
Florida
$585K -$287K -245 -33%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$581K -$7.03K -6 -1%
CWM
122
Calamos Wealth Management
Illinois
$575K -$99.6K -85 -15%
HIP
123
HUB Investment Partners
Texas
$575K
RFA
124
Resurgent Financial Advisors
Georgia
$548K
RBFC
125
Roman Butler Fullerton & Co
Missouri
$531K