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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
QPW
151
Quantum Private Wealth
Florida
$206K
V
152
ValueWorks
New York
$203K -$19.7K -16 -8%
OWP
153
Obermeyer Wealth Partners
Colorado
$202K +$212K +172 New
GT
154
Glenmede Trust
Pennsylvania
$175K
IAMOG
155
Investors Asset Management of Georgia
Georgia
$152K
BC
156
Burleson & Co
California
$152K +$160K +130 New
BBHC
157
Brown Brothers Harriman & Co
New York
$123K
CT
158
Clearstead Trust
Maine
$117K +$123K +100 New
FCA
159
FinTrust Capital Advisors
South Carolina
$109K
IAS
160
IMA Advisory Services
Colorado
$100K
EL
161
EMFO LLC
Florida
$76K
PTC
162
Private Trust Company
Ohio
$73K -$1.23K -1 -2%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$66K
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$61K
HNWAG
165
High Net Worth Advisory Group
Florida
$59K
LWP
166
Laurel Wealth Planning
Minnesota
$59K
SA
167
SRH Advisors
Kansas
$59K
CFB
168
Cullen/Frost Bankers
Texas
$55K -$14.8K -12 -20%
TA
169
Tectonic Advisors
Texas
$54K
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K
SPIA
171
Steward Partners Investment Advisory
New York
$53K +$1.23K +1 +2%
LCM
172
Logan Capital Management
Pennsylvania
$52K
AF
173
Allworth Financial
California
$50K
TPCW
174
TD Private Client Wealth
New York
$41.1K +$24.7K +20 +133%
FWM
175
Focused Wealth Management
New York
$35K