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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$315K -$261K -223 -45%
WW
152
Westshore Wealth
California
$311K +$39.9K +34 +15%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$304K -$7.03K -6 -2%
JIC
154
Joel Isaacson & Co
New York
$302K -$120K -102 -28%
BC
155
Bowman & Company
Wisconsin
$293K -$59.8K -51 -17%
PFS
156
Prospera Financial Services
Texas
$292K
EAM
157
Evanson Asset Management
California
$287K
WA
158
Wambolt & Associates
Colorado
$286K -$52.7K -45 -16%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$280K +$4.69K +4 +2%
Vanguard Capital Wealth Advisors
160
Vanguard Capital Wealth Advisors
Colorado
$275K
EM
161
Excalibur Management
Massachusetts
$273K
BFG
162
Berger Financial Group
Minnesota
$265K -$29.3K -25 -10%
PCM
163
Pennsylvania Capital Management
Pennsylvania
$258K
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$254K
NA
165
NewEdge Advisors
Louisiana
$253K
CAN
166
Cetera Advisor Networks
California
$250K +$251K +214 New
AMIM
167
Aull & Monroe Investment Management
Alabama
$246K
CPIG
168
Chicago Partners Investment Group
Illinois
$240K +$4.69K +4 +2%
PCS
169
Personal CFO Solutions
New Jersey
$240K
SGK
170
Steigerwald Gordon & Koch
Virginia
$234K
Cohen & Steers
171
Cohen & Steers
New York
$234K
OAM
172
Oppenheimer Asset Management
New York
$230K +$27K +23 +13%
Nuveen
173
Nuveen
North Carolina
$227K
KFS
174
Kaizen Financial Strategies
California
$226K +$3.52K +3 +2%
AAS
175
Ameritas Advisory Services
Nebraska
$219K -$445K -380 -67%