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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
&Partners
126
&Partners
Tennessee
$876K -$39K -32 -4%
D.A. Davidson & Co
127
D.A. Davidson & Co
Montana
$854K -$18.3K -15 -2%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$844K +$165K +135 +25%
Dorsey & Whitney Trust
129
Dorsey & Whitney Trust
South Dakota
$817K – – –
Principle Wealth Partners
130
Principle Wealth Partners
Connecticut
$812K -$12.2K -10 -2%
BAM
131
BOS Asset Management
Illinois
$794K – – –
Central Pacific Bank - Trust Division
132
Central Pacific Bank - Trust Division
Hawaii
$785K – – –
First Foundation Advisors
133
First Foundation Advisors
California
$724K – – –
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$706K +$256K +210 +60%
TB
135
Terril Brothers
Missouri
$700K – – –
Daymark Wealth Partners
136
Daymark Wealth Partners
Ohio
$680K +$176K +144 +36%
CIBC Bancorp USA
137
CIBC Bancorp USA
Illinois
$679K – – –
AAMC
138
Asset Allocation & Management Company
Illinois
$652K – – –
RFA
139
Resurgent Financial Advisors
Georgia
$644K -$17.1K -14 -3%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$635K – – –
Novare Capital Management
141
Novare Capital Management
North Carolina
$632K – – –
WC
142
Waterloo Capital
Texas
$632K +$7.32K +6 +1%
Cresset Asset Management
143
Cresset Asset Management
Illinois
$626K – – –
Corient Private Wealth
144
Corient Private Wealth
Florida
$623K -$62.2K -51 -9%
NewEdge Advisors
145
NewEdge Advisors
Louisiana
$603K +$21.9K +18 +4%
BIMC
146
Benson Investment Management Company
Virginia
$596K – – –
Truist Financial
147
Truist Financial
North Carolina
$587K -$53.7K -44 -9%
JIC
148
JRM Investment Counsel
Nebraska
$584K +$6.1K +5 +1%
RBFC
149
Roman Butler Fullerton & Co
Missouri
$569K – – –
Patriot Financial Group Insurance Agency
150
Patriot Financial Group Insurance Agency
Massachusetts
$568K -$552K -453 -50%