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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
126
Gabelli & Co Investment Advisers
New York
$223K +$223K +175 New
DI
127
Diligent Investors
California
$219K +$216K +170 New
AII
128
AGF Investments Inc
Ontario, Canada
$204K
IA
129
IFP Advisors
Florida
$198K
William Blair & Company
130
William Blair & Company
Illinois
$196K -$257K -202 -57%
NCM
131
Nelson Capital Management
California
$193K
AFIA
132
America First Investment Advisors
Nebraska
$147K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$147K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$137K
PFA
135
Pathway Financial Advisors
Vermont
$129K
CL
136
CSS LLC
Illinois
$129K +$127K +100 New
GT
137
Glenmede Trust
Pennsylvania
$112K
LA
138
Legacy Advisors
Pennsylvania
$89K
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$79K +$10.2K +8 +15%
IWM
140
IHT Wealth Management
Illinois
$78K +$31.8K +25 +69%
SIM
141
Sonora Investment Management
Arizona
$72.3K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$72K +$52.2K +41 +273%
SA
143
SRH Advisors
Kansas
$64K
PA
144
Parallel Advisors
California
$55K
CCM
145
Covington Capital Management
California
$52K
TCOV
146
Trust Company of Vermont
Vermont
$52K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.6K
NWM
148
Northwest Wealth Management
Iowa
$49K +$48.4K +38 New
KC
149
KHP Capital
Oklahoma
$48K +$47.1K +37 New
FWM
150
Focused Wealth Management
New York
$44K