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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NPF
126
Norris Perne & French
Michigan
$531K -$307K -262 -37%
SAG
127
SageView Advisory Group
California
$530K
ICM
128
Islay Capital Management
Texas
$527K
FFA
129
Farther Finance Advisors
California
$511K +$508K +433 +14,433%
XWM
130
Xcel Wealth Management
Florida
$507K
WS
131
Wedbush Securities
California
$505K +$1.17K +1 +0.2%
ISWM
132
Independent Solutions Wealth Management
New York
$504K
Creative Planning
133
Creative Planning
Kansas
$489K -$89.1K -76 -15%
MFG
134
Magnus Financial Group
New York
$464K
IWC
135
Integrated Wealth Concepts
Massachusetts
$457K
HighTower Advisors
136
HighTower Advisors
Illinois
$451K +$71.5K +61 +19%
GF
137
Gries Financial
Ohio
$429K
UIA
138
Ulland Investment Advisors
Minnesota
$416K +$229K +195 +123%
BSW
139
Buckingham Strategic Wealth
Missouri
$411K +$411K +351 New
GT
140
Glenmede Trust
Pennsylvania
$409K
PWP
141
Principle Wealth Partners
Connecticut
$404K
SC
142
Savant Capital
Illinois
$398K
ECG
143
Edge Capital Group
Georgia
$384K
CPRC
144
Consolidated Portfolio Review Corp
New York
$369K
RMDI
145
R.M. Davis Inc
Maine
$363K
OIA
146
OneDigital Investment Advisors
Kansas
$347K
FHB
147
First Hawaiian Bank
Hawaii
$343K +$89.1K +76 +35%
William Blair & Company
148
William Blair & Company
Illinois
$337K
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$337K +$338K +288 New
GCIA
150
Gabelli & Co Investment Advisers
New York
$322K