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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
126
Islay Capital Management
Texas
$525K +$540K +450 New
XWM
127
Xcel Wealth Management
Florida
$506K
ISWM
128
Independent Solutions Wealth Management
New York
$502K
WS
129
Wedbush Securities
California
$502K -$20.4K -17 -4%
MFG
130
Magnus Financial Group
New York
$462K +$99.5K +83 +27%
IWC
131
Integrated Wealth Concepts
Massachusetts
$455K +$95.9K +80 +26%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$440K -$14.4K -12 -3%
GF
133
Gries Financial
Ohio
$427K
JIC
134
Joel Isaacson & Co
New York
$420K -$71.9K -60 -14%
GT
135
Glenmede Trust
Pennsylvania
$409K
PWP
136
Principle Wealth Partners
Connecticut
$403K +$414K +345 New
SC
137
Savant Capital
Illinois
$397K +$408K +340 New
HighTower Advisors
138
HighTower Advisors
Illinois
$379K -$2.4K -2 -0.6%
ECG
139
Edge Capital Group
Georgia
$376K
CPRC
140
Consolidated Portfolio Review Corp
New York
$368K +$378K +315 New
RMDI
141
R.M. Davis Inc
Maine
$362K
BC
142
Bowman & Company
Wisconsin
$351K +$2.4K +2 +0.7%
OIA
143
OneDigital Investment Advisors
Kansas
$346K
WA
144
Wambolt & Associates
Colorado
$341K +$347K +289 New
William Blair & Company
145
William Blair & Company
Illinois
$336K
GCIA
146
Gabelli & Co Investment Advisers
New York
$321K +$30K +25 +10%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$309K -$54K -45 -15%
BFG
148
Berger Financial Group
Minnesota
$293K
PFS
149
Prospera Financial Services
Texas
$291K +$299K +249 New
KAM
150
Knightsbridge Asset Management
California
$287K +$295K +246 New