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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$300K +$1.16K +1 +0.4%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$288K
JIC
153
Joel Isaacson & Co
New York
$283K -$3.48K -3 -1%
WW
154
Westshore Wealth
California
$283K -$12.8K -11 -4%
EH
155
Equitable Holdings
New York
$283K +$295K +254 New
BC
156
Bowman & Company
Wisconsin
$281K +$3.48K +3 +1%
EAM
157
Evanson Asset Management
California
$272K
OAM
158
Oppenheimer Asset Management
New York
$261K +$45.3K +39 +20%
Vanguard Capital Wealth Advisors
159
Vanguard Capital Wealth Advisors
Colorado
$261K
EM
160
Excalibur Management
Massachusetts
$259K
BFG
161
Berger Financial Group
Minnesota
$251K
PCM
162
Pennsylvania Capital Management
Pennsylvania
$245K
WA
163
Wambolt & Associates
Colorado
$241K -$27.8K -24 -10%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$241K
CAN
165
Cetera Advisor Networks
California
$239K +$1.16K +1 +0.5%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$238K -$29K -25 -10%
AMIM
167
Aull & Monroe Investment Management
Alabama
$234K
NA
168
NewEdge Advisors
Louisiana
$231K -$9.28K -8 -4%
PCS
169
Personal CFO Solutions
New Jersey
$228K
SGK
170
Steigerwald Gordon & Koch
Virginia
$222K
Cohen & Steers
171
Cohen & Steers
New York
$222K
KFS
172
Kaizen Financial Strategies
California
$219K +$3.48K +3 +2%
Nuveen
173
Nuveen
North Carolina
$215K
NFC
174
Northeast Financial Consultants
Connecticut
$205K
SA
175
Strategic Advisors
New York
$203K +$1.16K +1 +0.6%