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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$48K +$77M +60,710 New
FHA
152
Flagship Harbor Advisors
Massachusetts
$47K +$48.2K +38 New
KC
153
KHP Capital
Oklahoma
$46K
PH
154
Pinnacle Holdings
Oklahoma
$36.3K
EWM
155
Endurance Wealth Management
Rhode Island
$31K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$25K
MFW
157
Mosaic Family Wealth
Missouri
$25K
SPIA
158
Steward Partners Investment Advisory
New York
$25K
WT
159
Washington Trust
Rhode Island
$25K +$25.4K +20 New
AF
160
Allworth Financial
California
$13K
JWA
161
JFS Wealth Advisors
Pennsylvania
$13K
CCM
162
Cribstone Capital Management
Maine
$11K
NWM
163
Northwest Wealth Management
Iowa
$10K -$38.1K -30 -79%
WTB
164
Washington Trust Bank
Washington
$9K
WA
165
WP Advisors
California
$9K +$8.88K +7 New
FA
166
Fortis Advisors
Pennsylvania
$8K
TFS
167
TrustCore Financial Services
Tennessee
$6K
NSIM
168
North Star Investment Management
Illinois
$5K
WT
169
Whittier Trust
California
$4K
RFA
170
Reilly Financial Advisors
California
$4K +$3.81K +3 New
BFC
171
Bedel Financial Consulting
Indiana
$1K
FRA
172
Front Row Advisors
California
$4
DCM
173
Dimension Capital Management
Florida
-$771K -25,723 Closed
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
-$137K -5,200 Closed
GC
175
Guggenheim Capital
Illinois
-$3.41M -2,645 Closed