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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WC
126
Waterloo Capital
Texas
$741K -$77K -62 -10%
FFA
127
First Foundation Advisors
California
$739K
JIC
128
JRM Investment Counsel
Nebraska
$729K -$140K -113 -17%
TB
129
Terril Brothers
Missouri
$714K
PAG
130
Private Advisor Group
New Jersey
$710K
Corient Private Wealth
131
Corient Private Wealth
Florida
$710K +$559K +450 +429%
SIG
132
Stonegate Investment Group
Alabama
$682K
RFA
133
Resurgent Financial Advisors
Georgia
$682K +$2.48K +2 +0.4%
NCM
134
Novare Capital Management
North Carolina
$671K +$650K +524 New
AAMC
135
Asset Allocation & Management Company
Illinois
$665K
CAM
136
Cresset Asset Management
Illinois
$639K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$638K -$2.48K -2 -0.4%
NW
138
NewEdge Wealth
Pennsylvania
$611K +$9.93K +8 +2%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$606K -$41K -33 -6%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$602K -$26.1K -21 -4%
IAS
141
Insigneo Advisory Services
Florida
$584K
RBFC
142
Roman Butler Fullerton & Co
Missouri
$571K
GGS
143
Galvin Gaustad & Stein
Arizona
$566K +$149K +120 +37%
EH
144
Equitable Holdings
New York
$561K -$69.5K -56 -11%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$552K
SG Americas Securities
146
SG Americas Securities
New York
$550K
PWSG
147
Pacific Wealth Strategies Group
California
$540K
SFS
148
Sowell Financial Services
Arkansas
$539K
WS
149
Wedbush Securities
California
$522K
CPIG
150
Chicago Partners Investment Group
Illinois
$502K +$2.48K +2 +0.5%