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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$319K
LF
127
Lee Financial
Texas
$313K +$317K +250 New
SG
128
StoneX Group
New York
$310K -$22.9K -18 -7%
EAM
129
Evanson Asset Management
California
$307K
Vanguard Capital Wealth Advisors
130
Vanguard Capital Wealth Advisors
Colorado
$294K
PSG
131
Planning Solutions Group
Maryland
$274K +$278K +219 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$268K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$264K +$268K +211 New
HCA
134
Harbour Capital Advisors
Virginia
$251K -$96.9M -76,292 -100%
Cohen & Steers
135
Cohen & Steers
New York
$251K
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$251K
SGK
137
Steigerwald Gordon & Koch
Virginia
$251K
MA
138
Menlo Advisors
California
$247K
GCIA
139
Gabelli & Co Investment Advisers
New York
$220K
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$219K -$222K -175 Closed
FNBOSM
141
First National Bank of South Miami
Florida
$219K +$215K +169 New
DI
142
Diligent Investors
California
$214K +$1.27K +1 +0.6%
CPIG
143
Chicago Partners Investment Group
Illinois
$213K +$2.54K +2 +1%
AIC
144
Ameritas Investment Company
Nebraska
$192K +$194K +153 New
NCM
145
Nelson Capital Management
California
$188K
William Blair & Company
146
William Blair & Company
Illinois
$175K -$15.2K -12 -8%
IAS
147
IMA Advisory Services
Colorado
$157K
AFIA
148
America First Investment Advisors
Nebraska
$143K
OAM
149
Oppenheimer Asset Management
New York
$137K +$138K +109 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$133K -$21.6K -17 -14%