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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
126
UBS AM
Illinois
$718K +$706K +600 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$717K +$465K +395 +194%
RFA
128
Resurgent Financial Advisors
Georgia
$685K -$670K -569 -50%
AAS
129
Ameritas Advisory Services
Nebraska
$682K
TB
130
Terril Brothers
Missouri
$667K
NW
131
NewEdge Wealth
Pennsylvania
$652K -$23.5K -20 -4%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$652K +$5.89K +5 +0.9%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$648K +$76.5K +65 +14%
SIG
134
Stonegate Investment Group
Alabama
$638K
PWP
135
Principle Wealth Partners
Connecticut
$599K +$70.6K +60 +14%
Brown Advisory
136
Brown Advisory
Maryland
$591K -$29.4K -25 -5%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$584K
WA
138
Wambolt & Associates
Colorado
$568K
CAC
139
Certified Advisory Corp
Florida
$566K -$153K -130 -22%
CWM
140
Calamos Wealth Management
Illinois
$551K +$18.8K +16 +4%
WC
141
Waterloo Capital
Texas
$547K -$8.24K -7 -2%
IAS
142
Insigneo Advisory Services
Florida
$538K +$527K +448 New
CPIG
143
Chicago Partners Investment Group
Illinois
$516K +$5.89K +5 +1%
NPF
144
Norris Perne & French
Michigan
$512K
ISWM
145
Independent Solutions Wealth Management
New York
$499K -$15.3K -13 -3%
LFAS
146
Level Four Advisory Services
Texas
$493K -$90.7K -77 -16%
VFA
147
Valeo Financial Advisors
Indiana
$487K -$90.7K -77 -0.1%
WS
148
Wedbush Securities
California
$483K +$10.6K +9 +2%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$474K
IWC
150
Integrated Wealth Concepts
Massachusetts
$467K