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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
SRH Advisors
Kansas
$66K
PA
152
Parallel Advisors
California
$57K
TCOV
153
Trust Company of Vermont
Vermont
$53K
CCM
154
Covington Capital Management
California
$53K +$17.1K +13 +48%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.8K
IWM
156
IHT Wealth Management
Illinois
$47K +$34.2K +26 +260%
FWM
157
Focused Wealth Management
New York
$45K
PH
158
Pinnacle Holdings
Oklahoma
$38.3K
EWM
159
Endurance Wealth Management
Rhode Island
$33K
GRQ
160
Gardner Russo & Quinn
Pennsylvania
$28K +$27.6K +21 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$26K
MFW
162
Mosaic Family Wealth
Missouri
$26K
SPIA
163
Steward Partners Investment Advisory
New York
$26K +$26.3K +20 New
CA
164
Calton & Associates
Florida
$25K +$26.3K +20 New
CPIG
165
Chicago Partners Investment Group
Illinois
$20K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$20K
FAIM
167
Financial Advocates Investment Management
Washington
$20K +$19.7K +15 New
JWA
168
JFS Wealth Advisors
Pennsylvania
$13K +$13.2K +10 New
CCM
169
Cribstone Capital Management
Maine
$12K
WTB
170
Washington Trust Bank
Washington
$9K
FA
171
Fortis Advisors
Pennsylvania
$8K
WA
172
Winfield Associates
Ohio
$7K
TFS
173
TrustCore Financial Services
Tennessee
$7K +$6.58K +5 New
NSIM
174
North Star Investment Management
Illinois
$5K
WT
175
Whittier Trust
California
$4K -$305K -232 -99%