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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
First Foundation Advisors
California
$704K -$21.2K -17 -3%
AAS
127
Ameritas Advisory Services
Nebraska
$695K
TB
128
Terril Brothers
Missouri
$680K
NCM
129
Novare Capital Management
North Carolina
$656K
SIG
130
Stonegate Investment Group
Alabama
$650K
RFA
131
Resurgent Financial Advisors
Georgia
$644K +$2.49K +2 +0.4%
NW
132
NewEdge Wealth
Pennsylvania
$634K -$21.2K -17 -3%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$634K -$21.2K -17 -3%
WA
134
Wambolt & Associates
Colorado
$591K -$1.25K -1 -0.2%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$586K +$132K +106 +28%
CAC
136
Certified Advisory Corp
Florida
$569K -$7.47K -6 -1%
RBFC
137
Roman Butler Fullerton & Co
Missouri
$557K
IAS
138
Insigneo Advisory Services
Florida
$556K
WC
139
Waterloo Capital
Texas
$545K
SG Americas Securities
140
SG Americas Securities
New York
$524K -$2.49M -2,000 -82%
CPIG
141
Chicago Partners Investment Group
Illinois
$523K +$2.49K +2 +0.5%
NPF
142
Norris Perne & French
Michigan
$522K
PWSG
143
Pacific Wealth Strategies Group
California
$496K +$22.4K +18 +5%
WS
144
Wedbush Securities
California
$484K -$43.6K -35 -8%
IWC
145
Integrated Wealth Concepts
Massachusetts
$476K
CWM
146
Calamos Wealth Management
Illinois
$469K -$93.4K -75 -16%
GGS
147
Galvin Gaustad & Stein
Arizona
$454K -$16.2K -13 -3%
GT
148
Glenmede Trust
Pennsylvania
$427K
EH
149
Equitable Holdings
New York
$424K -$34.9K -28 -7%
OA
150
Oxbow Advisors
Texas
$413K -$10.3M -8,256 -96%