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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Bowman & Company
Wisconsin
$419K +$419K +291 New
OIA
127
OneDigital Investment Advisors
Kansas
$406K +$405K +281 New
NA
128
NewEdge Advisors
Louisiana
$403K +$402K +279 New
NFC
129
Northeast Financial Consultants
Connecticut
$399K +$398K +276 New
William Blair & Company
130
William Blair & Company
Illinois
$392K +$390K +271 New
SA
131
Strategic Advisors
New York
$390K +$389K +270 New
BFG
132
Berger Financial Group
Minnesota
$377K +$376K +261 New
EVM
133
Eaton Vance Management
Massachusetts
$361K +$360K +250 New
EAM
134
Evanson Asset Management
California
$354K +$353K +245 New
LWM
135
Laidlaw Wealth Management
New York
$350K +$349K +242 New
CAN
136
Cetera Advisor Networks
California
$345K +$344K +239 New
CB
137
Commerce Bank
Missouri
$340K +$338K +235 New
Vanguard Capital Wealth Advisors
138
Vanguard Capital Wealth Advisors
Colorado
$339K
Nuveen
139
Nuveen
North Carolina
$337K
PCM
140
Pennsylvania Capital Management
Pennsylvania
$318K +$317K +220 New
QPW
141
Quantum Private Wealth
Florida
$309K +$308K +214 New
AMIM
142
Aull & Monroe Investment Management
Alabama
$303K +$302K +210 New
PCS
143
Personal CFO Solutions
New Jersey
$296K +$295K +205 New
GCIA
144
Gabelli & Co Investment Advisers
New York
$290K +$288K +200 New
Cohen & Steers
145
Cohen & Steers
New York
$289K +$288K +200 New
SGK
146
Steigerwald Gordon & Koch
Virginia
$289K +$288K +200 New
WW
147
Westshore Wealth
California
$288K +$287K +199 New
WPC
148
Wedmont Private Capital
Pennsylvania
$284K +$282K +196 New
Creative Planning
149
Creative Planning
Kansas
$280K +$279K +194 New
CPIG
150
Chicago Partners Investment Group
Illinois
$279K +$304K +211 New