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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$1.26M -$212K -168 -14%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$1.26M +$228K +181 +22%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$1.19M +$30.2K +24 +3%
EPW
104
Evolve Private Wealth
California
$1.19M +$1.17M +933 New
1WA
105
180 Wealth Advisors
Washington
$1.18M -$11.3K -9 -0.9%
AF
106
Apollon Financial
South Carolina
$1.15M -$377K -299 -25%
SAMC
107
Spectrum Asset Management (Connecticut)
Connecticut
$1.12M
PIM
108
Penobscot Investment Management
Massachusetts
$1.11M -$7.55K -6 -0.7%
P
109
&Partners
Tennessee
$1.1M +$131K +104 +13%
WAM
110
Warberg Asset Management
Illinois
$1.09M +$1.1M +873 New
HPWM
111
High Point Wealth Management
New Jersey
$1.08M +$1.08M +860 New
MWP
112
Momentum Wealth Planning
Florida
$1.07M -$25.2K -20 -2%
MIA
113
MeadowBrook Investment Advisors
Michigan
$1.06M +$29K +23 +3%
US Bancorp
114
US Bancorp
Minnesota
$1.04M -$49.1K -39 -4%
TS
115
Tamar Securities
California
$1M -$63K -50 -6%
UB
116
UMB Bank
Missouri
$999K
SG
117
StoneX Group
New York
$991K -$37.8K -30 -4%
VAM
118
Virtue Asset Management
Illinois
$969K
WB
119
Webster Bank
Connecticut
$936K
WIA
120
Wetzel Investment Advisors
Indiana
$889K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$856K -$118K -94 -12%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$832K +$34K +27 +4%
DWT
123
Dorsey & Whitney Trust
South Dakota
$816K
PWP
124
Principle Wealth Partners
Connecticut
$810K
BAM
125
BOS Asset Management
Illinois
$793K