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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
TS
101
Tamar Securities
California
$1.03M +$4.47K +4 +0.5%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$977K +$163K +146 +22%
MIA
103
MeadowBrook Investment Advisors
Michigan
$952K +$882K +790 New
WB
104
Webster Bank
Connecticut
$914K
SWM
105
Sugarloaf Wealth Management
Georgia
$904K -$285K -255 -25%
SCA
106
Snowden Capital Advisors
New York
$888K +$823K +737 New
FFA
107
First Foundation Advisors
California
$806K -$13.4K -12 -2%
JSL
108
JT Stratford LLC
Georgia
$804K +$745K +667 New
NCM
109
Novare Capital Management
North Carolina
$803K
CMS
110
Capital Market Strategies
Florida
$777K
CAC
111
Certified Advisory Corp
Florida
$735K -$29K -26 -4%
XWM
112
Xcel Wealth Management
Florida
$735K +$78.2K +70 +13%
Northern Trust
113
Northern Trust
Illinois
$732K +$678K +607 New
AAS
114
Ameritas Advisory Services
Nebraska
$687K
RFA
115
Resurgent Financial Advisors
Georgia
$686K +$79.3K +71 +14%
NW
116
NewEdge Wealth
Pennsylvania
$685K +$11.2K +10 +2%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$685K +$11.2K +10 +2%
TB
118
Terril Brothers
Missouri
$673K -$223K -200 -26%
SIG
119
Stonegate Investment Group
Alabama
$642K -$55.8K -50 -9%
Comerica Bank
120
Comerica Bank
Texas
$632K +$77.1K +69 +15%
Brown Advisory
121
Brown Advisory
Maryland
$625K
HF
122
HRT Financial
New York
$609K +$565K +506 New
VFA
123
Valeo Financial Advisors
Indiana
$605K -$168K -150 -0.2%
LFAS
124
Level Four Advisory Services
Texas
$589K +$19K +17 +4%
WC
125
Waterloo Capital
Texas
$589K +$546K +489 New