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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$254K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$239K
PIA
153
Powell Investment Advisors
Florida
$232K +$234K +158 New
BRWA
154
B. Riley Wealth Advisors
Florida
$222K -$83K -56 -27%
AIC
155
Ameritas Investment Company
Nebraska
$222K
GT
156
Glenmede Trust
Pennsylvania
$217K
NCM
157
Nelson Capital Management
California
$217K
RM
158
Resource Management
Louisiana
$210K
XS
159
XR Securities
Illinois
$204K +$209K +141 New
PGIM
160
Pacific Global Investment Management
California
$201K
SFS
161
Sowell Financial Services
Arkansas
$185K
RA
162
Rational Advisors
New York
$185K +$190K +128 New
IAS
163
IMA Advisory Services
Colorado
$181K
ECM
164
Elgethun Capital Management
South Dakota
$172K -$881K -595 -83%
AFIA
165
America First Investment Advisors
Nebraska
$165K
OAM
166
Oppenheimer Asset Management
New York
$145K -$8.89K -6 -6%
FCA
167
FinTrust Capital Advisors
South Carolina
$136K +$139K +94 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$81K
SIM
169
Sonora Investment Management
Arizona
$81K +$83K +56 New
SA
170
SRH Advisors
Kansas
$72K
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K -$47.4K -32 -42%
CFB
172
Cullen/Frost Bankers
Texas
$64K
PA
173
Parallel Advisors
California
$62K
AF
174
Allworth Financial
California
$62K +$44.4K +30 +231%
BAMG
175
Brand Asset Management Group
Missouri
$58K