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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Stonegate Investment Group
Alabama
$636K
Brown Advisory
127
Brown Advisory
Maryland
$620K
Barclays
128
Barclays
United Kingdom
$596K +$596K +500 New
LFAS
129
Level Four Advisory Services
Texas
$589K
WA
130
Wambolt & Associates
Colorado
$579K
Baird Financial Group
131
Baird Financial Group
Wisconsin
$569K +$1.19K +1 +0.2%
VFA
132
Valeo Financial Advisors
Indiana
$566K -$21.4K -18 -0%
WC
133
Waterloo Capital
Texas
$554K -$29.8K -25 -5%
IC
134
Inscription Capital
Texas
$532K +$531K +446 New
CWM
135
Calamos Wealth Management
Illinois
$531K +$108K +91 +26%
PWP
136
Principle Wealth Partners
Connecticut
$526K +$114K +96 +28%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$523K
ISWM
138
Independent Solutions Wealth Management
New York
$513K
NPF
139
Norris Perne & French
Michigan
$511K
PHS
140
Pekin Hardy Strauss
Illinois
$510K -$34.6K -29 -6%
CPIG
141
Chicago Partners Investment Group
Illinois
$495K +$52.4K +44 +12%
ICM
142
Islay Capital Management
Texas
$477K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$474K +$473K +397 New
WS
144
Wedbush Securities
California
$472K -$13.1K -11 -3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$466K
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$448K
GT
147
Glenmede Trust
Pennsylvania
$418K
GGS
148
Galvin Gaustad & Stein
Arizona
$414K +$13.1K +11 +3%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$399K +$138K +116 +53%
BSW
150
Buckingham Strategic Wealth
Missouri
$398K