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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
126
Roman Butler Fullerton & Co
Missouri
$481K
ISWM
127
Independent Solutions Wealth Management
New York
$478K
NPF
128
Norris Perne & French
Michigan
$476K -$29K -25 -6%
WS
129
Wedbush Securities
California
$468K -$11.6K -10 -2%
IA
130
IFP Advisors
Florida
$456K -$103K -89 -18%
ICM
131
Islay Capital Management
Texas
$445K -$58K -50 -11%
IWC
132
Integrated Wealth Concepts
Massachusetts
$434K
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$421K +$439K +378 New
MFG
134
Magnus Financial Group
New York
$413K -$29K -25 -6%
GF
135
Gries Financial
Ohio
$407K
CPIG
136
Chicago Partners Investment Group
Illinois
$396K +$202K +174 +86%
GT
137
Glenmede Trust
Pennsylvania
$389K
PWP
138
Principle Wealth Partners
Connecticut
$384K
HighTower Advisors
139
HighTower Advisors
Illinois
$380K -$49.9K -43 -11%
Creative Planning
140
Creative Planning
Kansas
$380K -$88.2K -76 -18%
BSW
141
Buckingham Strategic Wealth
Missouri
$370K -$20.9K -18 -5%
CPRC
142
Consolidated Portfolio Review Corp
New York
$367K +$17.4K +15 +5%
ECG
143
Edge Capital Group
Georgia
$361K
William Blair & Company
144
William Blair & Company
Illinois
$343K +$23.2K +20 +7%
PFS
145
Prospera Financial Services
Texas
$329K +$54.5K +47 +19%
FHB
146
First Hawaiian Bank
Hawaii
$321K -$4.64K -4 -1%
OIA
147
OneDigital Investment Advisors
Kansas
$319K -$10.4K -9 -3%
PAG
148
Private Advisor Group
New Jersey
$318K +$332K +286 New
GCIA
149
Gabelli & Co Investment Advisers
New York
$306K
UIA
150
Ulland Investment Advisors
Minnesota
$301K -$96.3K -83 -23%