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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$731K +$39.4K +32 +6%
AAS
127
Ameritas Advisory Services
Nebraska
$726K
TB
128
Terril Brothers
Missouri
$710K
NCM
129
Novare Capital Management
North Carolina
$685K -$145K -118 -18%
NW
130
NewEdge Wealth
Pennsylvania
$684K -$9.84K -8 -1%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$684K -$9.84K -8 -1%
SIG
132
Stonegate Investment Group
Alabama
$679K
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$673K -$15.7M -12,795 -81%
RFA
134
Resurgent Financial Advisors
Georgia
$671K -$56.6K -46 -8%
Creative Planning
135
Creative Planning
Kansas
$656K +$197K +160 +45%
WA
136
Wambolt & Associates
Colorado
$612K
CAC
137
Certified Advisory Corp
Florida
$602K
CWM
138
Calamos Wealth Management
Illinois
$586K -$1.23K -1 -0.2%
IAS
139
Insigneo Advisory Services
Florida
$580K +$9.84K +8 +2%
WC
140
Waterloo Capital
Texas
$569K -$12.3K -10 -2%
RBFC
141
Roman Butler Fullerton & Co
Missouri
$569K
WS
142
Wedbush Securities
California
$550K +$34.4K +28 +7%
NPF
143
Norris Perne & French
Michigan
$545K
CPIG
144
Chicago Partners Investment Group
Illinois
$536K
HF
145
HRT Financial
New York
$509K +$492K +400 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$505K
IWC
147
Integrated Wealth Concepts
Massachusetts
$496K
PWSG
148
Pacific Wealth Strategies Group
California
$495K +$108K +88 +29%
GGS
149
Galvin Gaustad & Stein
Arizona
$490K +$55.3K +45 +13%
IC
150
Inscription Capital
Texas
$486K