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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$843K
TB
102
Terril Brothers
Missouri
$843K
GGS
103
Galvin Gaustad & Stein
Arizona
$791K -$160K -138 -16%
FFA
104
Farther Finance Advisors
California
$760K +$287K +247 +57%
FFA
105
First Foundation Advisors
California
$757K -$23.2K -20 -3%
NCM
106
Novare Capital Management
North Carolina
$741K -$5.8K -5 -0.7%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$740K -$30.2K -26 -4%
VFA
108
Valeo Financial Advisors
Indiana
$732K -$490K -422 -0.5%
CAC
109
Certified Advisory Corp
Florida
$707K -$17.4K -15 -2%
CMS
110
Capital Market Strategies
Florida
$688K
SIG
111
Stonegate Investment Group
Alabama
$648K +$46.4K +40 +7%
M&T Bank
112
M&T Bank
New York
$626K -$622K -536 -49%
AAS
113
Ameritas Advisory Services
Nebraska
$623K +$441K +380 +200%
NW
114
NewEdge Wealth
Pennsylvania
$621K +$34.8K +30 +6%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$621K +$40.6K +35 +7%
PHS
116
Pekin Hardy Strauss
Illinois
$607K -$176K -152 -22%
XWM
117
Xcel Wealth Management
Florida
$601K +$124K +107 +25%
Brown Advisory
118
Brown Advisory
Maryland
$578K
RFA
119
Resurgent Financial Advisors
Georgia
$554K +$34.8K +30 +6%
LFAS
120
Level Four Advisory Services
Texas
$525K -$44.1K -38 -7%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$515K -$38.3K -33 -7%
Comerica Bank
122
Comerica Bank
Texas
$506K -$174M -149,696 -100%
CWM
123
Calamos Wealth Management
Illinois
$497K -$51.1K -44 -9%
SAG
124
SageView Advisory Group
California
$497K -$5.8K -5 -1%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$491K -$412K -355 -45%