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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WW
151
Westshore Wealth
California
$237K +$3.68K +3 +2%
Nuveen
152
Nuveen
North Carolina
$236K
V
153
ValueWorks
New York
$228K -$14.7K -12 -6%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$220K +$225K +183 New
SA
155
Strategic Advisors
New York
$215K -$85.9K -70 -28%
QPW
156
Quantum Private Wealth
Florida
$211K -$46.6K -38 -18%
LWM
157
Laidlaw Wealth Management
New York
$207K -$85.9K -70 -29%
GT
158
Glenmede Trust
Pennsylvania
$180K
IAMOG
159
Investors Asset Management of Georgia
Georgia
$157K +$159K +130 New
BBHC
160
Brown Brothers Harriman & Co
New York
$126K -$29.4K -24 -19%
CA
161
Clearstead Advisors
Ohio
$120K +$123K +100 New
FCA
162
FinTrust Capital Advisors
South Carolina
$117K
IAS
163
IMA Advisory Services
Colorado
$102K
FWP
164
FAS Wealth Partners
Kansas
$84K
EL
165
EMFO LLC
Florida
$78K
PTC
166
Private Trust Company
Ohio
$76K +$77.3K +63 New
CFB
167
Cullen/Frost Bankers
Texas
$71K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$67K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$62K
HNWAG
170
High Net Worth Advisory Group
Florida
$60K
SA
171
SRH Advisors
Kansas
$60K
LWP
172
Laurel Wealth Planning
Minnesota
$60K +$61.3K +50 New
TA
173
Tectonic Advisors
Texas
$55K
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
SPIA
175
Steward Partners Investment Advisory
New York
$53K -$24.5K -20 -31%