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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$1.15M +$66K +53 +6%
DIA
102
Dana Investment Advisors
Wisconsin
$1.14M
TS
103
Tamar Securities
California
$1.09M +$4.98K +4 +0.4%
SAMC
104
Spectrum Asset Management (Connecticut)
Connecticut
$1.09M
JSL
105
JT Stratford LLC
Georgia
$1.05M +$48.5K +39 +5%
EWA
106
EverSource Wealth Advisors
Alabama
$1.05M +$11.2K +9 +1%
PIM
107
Penobscot Investment Management
Massachusetts
$1.02M
DADC
108
D.A. Davidson & Co
Montana
$990K +$286K +230 +40%
UB
109
UMB Bank
Missouri
$973K +$993K +798 New
VFA
110
Valeo Financial Advisors
Indiana
$970K +$31.1K +25 +0%
MIA
111
MeadowBrook Investment Advisors
Michigan
$970K +$42.3K +34 +4%
P
112
&Partners
Tennessee
$964K +$519K +417 +112%
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$955K
WB
114
Webster Bank
Connecticut
$912K -$12.4K -10 -1%
HighTower Advisors
115
HighTower Advisors
Illinois
$909K -$2.45M -1,967 -73%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$905K +$209K +168 +29%
WIA
117
Wetzel Investment Advisors
Indiana
$866K
CMS
118
Capital Market Strategies
Florida
$835K +$62.2K +50 +8%
FHB
119
First Hawaiian Bank
Hawaii
$828K
SFA
120
Sequoia Financial Advisors
Ohio
$811K -$218K -175 -21%
BAM
121
BOS Asset Management
Illinois
$772K
TWM
122
TCFG Wealth Management
California
$753K -$249K -200 -24%
PWP
123
Principle Wealth Partners
Connecticut
$747K +$763K +613 New
CB
124
Cadence Bank
Mississippi
$717K +$296K +238 +68%
SWM
125
Sugarloaf Wealth Management
Georgia
$704K -$62.2K -50 -8%