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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
P
126
&Partners
Tennessee
$876K -$39K -32 -4%
IWC
127
Integrated Wealth Concepts
Massachusetts
$872K +$378K +310 +81%
DADC
128
D.A. Davidson & Co
Montana
$854K -$18.3K -15 -2%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$844K +$165K +135 +25%
DWT
130
Dorsey & Whitney Trust
South Dakota
$817K
PWP
131
Principle Wealth Partners
Connecticut
$812K -$12.2K -10 -2%
BAM
132
BOS Asset Management
Illinois
$794K
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$785K
FFA
134
First Foundation Advisors
California
$724K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$706K +$256K +210 +60%
Corient Private Wealth
136
Corient Private Wealth
Florida
$701K +$13.4K +11 +2%
TB
137
Terril Brothers
Missouri
$700K
DWP
138
Daymark Wealth Partners
Ohio
$680K +$176K +144 +36%
CBU
139
CIBC Bancorp USA
Illinois
$679K
AAMC
140
Asset Allocation & Management Company
Illinois
$652K
RFA
141
Resurgent Financial Advisors
Georgia
$644K -$17.1K -14 -3%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$635K
NCM
143
Novare Capital Management
North Carolina
$632K
WC
144
Waterloo Capital
Texas
$632K +$7.32K +6 +1%
CAM
145
Cresset Asset Management
Illinois
$626K
NA
146
NewEdge Advisors
Louisiana
$603K +$21.9K +18 +4%
BIMC
147
Benson Investment Management Company
Virginia
$596K
Truist Financial
148
Truist Financial
North Carolina
$587K -$53.7K -44 -9%
JIC
149
JRM Investment Counsel
Nebraska
$584K +$6.1K +5 +1%
RBFC
150
Roman Butler Fullerton & Co
Missouri
$569K