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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$784K
DADC
127
D.A. Davidson & Co
Montana
$765K -$157K -125 -17%
VFA
128
Valeo Financial Advisors
Indiana
$739K
FFA
129
First Foundation Advisors
California
$722K
NA
130
NewEdge Advisors
Louisiana
$720K +$719K +571 +14,275%
TB
131
Terril Brothers
Missouri
$699K
PAG
132
Private Advisor Group
New Jersey
$695K
RFA
133
Resurgent Financial Advisors
Georgia
$659K -$8.81K -7 -1%
William Blair & Company
134
William Blair & Company
Illinois
$649K +$315K +250 +93%
AAMC
135
Asset Allocation & Management Company
Illinois
$648K
CAM
136
Cresset Asset Management
Illinois
$634K
NCM
137
Novare Capital Management
North Carolina
$631K -$25.2K -20 -4%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$624K
WC
139
Waterloo Capital
Texas
$620K -$106K -84 -15%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$612K +$7.55K +6 +1%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$598K +$203K +161 +51%
JIC
142
JRM Investment Counsel
Nebraska
$585K -$128K -102 -18%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$580K +$40.3K +32 +7%
IAS
144
Insigneo Advisory Services
Florida
$571K
RBFC
145
Roman Butler Fullerton & Co
Missouri
$567K
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$567K +$570K +453 New
GGS
147
Galvin Gaustad & Stein
Arizona
$553K
NW
148
NewEdge Wealth
Pennsylvania
$542K -$65.5K -52 -11%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$542K -$46.6K -37 -8%
SG Americas Securities
150
SG Americas Securities
New York
$538K