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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$257K +$256K +178 New
DWM
152
Darwin Wealth Management
Florida
$255K +$259K +180 New
ECM
153
ExodusPoint Capital Management
New York
$243K +$242K +168 New
PIA
154
Powell Investment Advisors
Florida
$234K +$230K +160 New
Wellington Management Group
155
Wellington Management Group
Massachusetts
$224K +$223K +155 New
NCM
156
Nelson Capital Management
California
$217K +$216K +150 New
GT
157
Glenmede Trust
Pennsylvania
$216K +$216K +150 New
OC
158
Oppenheimer & Co
New York
$211K +$210K +146 New
DI
159
Diligent Investors
California
$210K +$209K +145 New
RM
160
Resource Management
Louisiana
$210K +$209K +145 New
PGIM
161
Pacific Global Investment Management
California
$201K +$200K +139 New
FCA
162
FinTrust Capital Advisors
South Carolina
$136K +$135K +94 New
IAS
163
IMA Advisory Services
Colorado
$123K +$122K +85 New
SPIA
164
Steward Partners Investment Advisory
New York
$110K +$109K +76 New
Bessemer Group
165
Bessemer Group
New Jersey
$108K +$108K +75 New
FWP
166
FAS Wealth Partners
Kansas
$101K +$101K +70 New
EL
167
EMFO LLC
Florida
$94K +$93.6K +65 New
CFB
168
Cullen/Frost Bankers
Texas
$85K +$85K +59 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$81K +$80.7K +56 New
TCM
170
Tradewinds Capital Management
Washington
$79K +$79.2K +55 New
HNB
171
Huntington National Bank
Ohio
$78K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$75K +$74.9K +52 New
HNWAG
173
High Net Worth Advisory Group
Florida
$72K +$72K +50 New
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$64.8K +45 New
AF
175
Allworth Financial
California
$62K +$61.9K +43 New