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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$149K -$6.17M -5,190 -98%
AFIA
127
America First Investment Advisors
Nebraska
$136K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$100K +$17.8K +15 +22%
Deutsche Bank
129
Deutsche Bank
Germany
$99K
IA
130
IFP Advisors
Florida
$84K
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$80K -$1.19K -1 -1%
SA
132
SRH Advisors
Kansas
$60K
PA
133
Parallel Advisors
California
$52K
TCOV
134
Trust Company of Vermont
Vermont
$48K
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.8K +$47.5K +40 New
Creative Planning
136
Creative Planning
Kansas
$42K -$25K -21 -38%
FWM
137
Focused Wealth Management
New York
$41K
PH
138
Pinnacle Holdings
Oklahoma
$34.7K
EWM
139
Endurance Wealth Management
Rhode Island
$30K
CAG
140
Crestwood Advisors Group
Massachusetts
$30K +$29.7K +25 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$27K +$27.3K +23 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$24K
SPIA
143
Steward Partners Investment Advisory
New York
$23K +$23.8K +20 New
CPIG
144
Chicago Partners Investment Group
Illinois
$18K
IWM
145
IHT Wealth Management
Illinois
$12K +$11.9K +10 New
RFM
146
Royal Fund Management
Florida
$8K
WTB
147
Washington Trust Bank
Washington
$8K
CCM
148
Cribstone Capital Management
Maine
$7K
NSIM
149
North Star Investment Management
Illinois
$5K +$4.75K +4 New
RFA
150
Reilly Financial Advisors
California
$4K +$3.56K +3 New