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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
151
Pacific Global Investment Management
California
$208K +$199K +139 New
NNP
152
Nachman Norwood & Parrott
South Carolina
$204K +$194K +136 New
Wellington Management Group
153
Wellington Management Group
Massachusetts
$202K +$193K +135 New
SFS
154
Sowell Financial Services
Arkansas
$192K +$183K +128 New
IAS
155
IMA Advisory Services
Colorado
$187K
AFIA
156
America First Investment Advisors
Nebraska
$171K
OAM
157
Oppenheimer Asset Management
New York
$159K -$2.86K -2 -2%
KWA
158
KCS Wealth Advisory
California
$148K +$142K +99 New
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$84K
FAAS
161
First Allied Advisory Services
California
$79K +$75.8K +53 New
SA
162
SRH Advisors
Kansas
$75K
CFB
163
Cullen/Frost Bankers
Texas
$66K
PA
164
Parallel Advisors
California
$64K -$10K -7 -14%
BAMG
165
Brand Asset Management Group
Missouri
$60K +$57.2K +40 New
FWM
166
Focused Wealth Management
New York
$51K
FHA
167
Flagship Harbor Advisors
Massachusetts
$49K
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
$44K +$42.9K +30 New
PH
169
Pinnacle Holdings
Oklahoma
$43.5K
CCM
170
Covington Capital Management
California
$37K
EWM
171
Endurance Wealth Management
Rhode Island
$37K
ETI
172
Enterprise Trust & Investment
California
$34K
BBHC
173
Brown Brothers Harriman & Co
New York
$30K
PCG
174
Private Capital Group
Connecticut
$30K +$28.6K +20 New
VRM
175
Vectors Research Management
New York
$30K +$28.6K +20 New