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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
151
Harbour Capital Advisors
Virginia
$268K
SGK
152
Steigerwald Gordon & Koch
Virginia
$268K
PCS
153
Personal CFO Solutions
New Jersey
$268K +$271K +200 New
EFS
154
Essex Financial Services
Connecticut
$254K -$87.9K -65 -26%
PIA
155
Powell Investment Advisors
Florida
$246K +$31.1K +23 +15%
HA
156
HYA Advisors
Missouri
$240K
BRWA
157
B. Riley Wealth Advisors
Florida
$239K +$241K +178 New
Jane Street
158
Jane Street
New York
$236K +$238K +176 New
Chevy Chase Trust
159
Chevy Chase Trust
Maryland
$235K
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$235K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$224K
Creative Planning
162
Creative Planning
Kansas
$221K +$223K +165 New
GT
163
Glenmede Trust
Pennsylvania
$201K
NCM
164
Nelson Capital Management
California
$201K +$203K +150 New
SFS
165
Sowell Financial Services
Arkansas
$172K
LC
166
Lindbrook Capital
California
$161K +$85.2K +63 +111%
IAS
167
IMA Advisory Services
Colorado
$141K -$27.1K -20 -16%
BBHC
168
Brown Brothers Harriman & Co
New York
$141K
FCA
169
FinTrust Capital Advisors
South Carolina
$126K
PAG
170
Private Advisor Group
New Jersey
$118K +$119K +88 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$75K
TCM
172
Tradewinds Capital Management
Washington
$74K
PA
173
Parallel Advisors
California
$71K +$13.5K +10 +23%
SA
174
SRH Advisors
Kansas
$67K
AAIM
175
Asset Advisors Investment Management
Georgia
$67K +$67.7K +50 New