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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$206K
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$202K +$199K +161 New
AII
128
AGF Investments Inc
Ontario, Canada
$200K
NCM
129
Nelson Capital Management
California
$189K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$174K +$66.7K +54 +64%
OAM
131
Oppenheimer Asset Management
New York
$160K
Citigroup
132
Citigroup
New York
$158K
IA
133
IFP Advisors
Florida
$151K +$61.7K +50 +71%
WT
134
Whittier Trust
California
$150K +$143K +116 +3,867%
AFIA
135
America First Investment Advisors
Nebraska
$144K
Deutsche Bank
136
Deutsche Bank
Germany
$104K
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$97K +$12.3K +10 +15%
Creative Planning
138
Creative Planning
Kansas
$82K +$37K +30 +86%
SA
139
SRH Advisors
Kansas
$63K
PA
140
Parallel Advisors
California
$56K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.5K
TCOV
142
Trust Company of Vermont
Vermont
$50K
FWM
143
Focused Wealth Management
New York
$43K
PH
144
Pinnacle Holdings
Oklahoma
$36.6K
EWM
145
Endurance Wealth Management
Rhode Island
$32K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$25K
SPIA
147
Steward Partners Investment Advisory
New York
$25K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.5K +15 New
AF
149
Allworth Financial
California
$13K
CCM
150
Cribstone Capital Management
Maine
$12K +$3.7K +3 +50%