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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Evanson Asset Management
California
$286K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$274K -$28.8K -24 -9%
Vanguard Capital Wealth Advisors
153
Vanguard Capital Wealth Advisors
Colorado
$274K
EM
154
Excalibur Management
Massachusetts
$272K
WW
155
Westshore Wealth
California
$270K +$8.39K +7 +3%
PCM
156
Pennsylvania Capital Management
Pennsylvania
$257K
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$253K
FHB
158
First Hawaiian Bank
Hawaii
$253K
NA
159
NewEdge Advisors
Louisiana
$252K -$12K -10 -4%
AMIM
160
Aull & Monroe Investment Management
Alabama
$245K
PCS
161
Personal CFO Solutions
New Jersey
$239K +$6K +5 +3%
Cohen & Steers
162
Cohen & Steers
New York
$234K
CPIG
163
Chicago Partners Investment Group
Illinois
$234K
SGK
164
Steigerwald Gordon & Koch
Virginia
$234K
AC
165
AlphaCore Capital
California
$227K +$233K +194 New
Nuveen
166
Nuveen
North Carolina
$226K
KFS
167
Kaizen Financial Strategies
California
$223K +$2.4K +2 +1%
NFC
168
Northeast Financial Consultants
Connecticut
$215K
SA
169
Strategic Advisors
New York
$211K +$1.2K +1 +0.6%
OAM
170
Oppenheimer Asset Management
New York
$202K +$207K +173 New
OWP
171
Obermeyer Wealth Partners
Colorado
$201K +$206K +172 New
UIA
172
Ulland Investment Advisors
Minnesota
$186K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$180K +$168K +140 +1,000%
HCM
174
Hollencrest Capital Management
California
$163K
BBHC
175
Brown Brothers Harriman & Co
New York
$123K