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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Menlo Advisors
California
$230K
HA
152
HYA Advisors
Missouri
$227K
CWP
153
Capital Wealth Planning
Florida
$227K +$261K +179 New
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$222K
MAFM
155
Mid Atlantic Financial Management
Pennsylvania
$222K
GT
156
Glenmede Trust
Pennsylvania
$217K
GA
157
GFS Advisors
Texas
$209K +$241K +165 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$204K
PIA
159
Powell Investment Advisors
Florida
$203K
SFS
160
Sowell Financial Services
Arkansas
$162K
IAS
161
IMA Advisory Services
Colorado
$158K
BBHC
162
Brown Brothers Harriman & Co
New York
$133K +$124K +85 +425%
OAM
163
Oppenheimer Asset Management
New York
$125K -$1.46K -1 -1%
FCA
164
FinTrust Capital Advisors
South Carolina
$119K
LC
165
Lindbrook Capital
California
$72K +$29.2K +20 +54%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$71K
TCM
167
Tradewinds Capital Management
Washington
$70K +$21.9K +15 +38%
SA
168
SRH Advisors
Kansas
$63K
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K
CFB
170
Cullen/Frost Bankers
Texas
$56K
AF
171
Allworth Financial
California
$54K
PA
172
Parallel Advisors
California
$54K
BAMG
173
Brand Asset Management Group
Missouri
$51K
FHA
174
Flagship Harbor Advisors
Massachusetts
$42K
FWM
175
Focused Wealth Management
New York
$39K -$4.38K -3 -9%