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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$389K -$21.2K -19 -6%
William Blair & Company
152
William Blair & Company
Illinois
$359K -$11.2K -10 -3%
FHB
153
First Hawaiian Bank
Hawaii
$353K +$4.47K +4 +1%
GSC
154
Ground Swell Capital
South Carolina
$351K +$325K +291 New
OIA
155
OneDigital Investment Advisors
Kansas
$346K
RIL
156
Rothschild Investment LLC
Illinois
$336K +$312K +279 New
GCIA
157
Gabelli & Co Investment Advisers
New York
$331K
OAM
158
Oppenheimer Asset Management
New York
$329K +$42.4K +38 +16%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$329K -$188K -168 -38%
CF
160
Centaurus Financial
California
$326K +$1.12K +1 +0.4%
PAG
161
Private Advisor Group
New Jersey
$315K -$26.8K -24 -8%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$312K
AC
163
AlphaCore Capital
California
$309K +$105K +94 +59%
BC
164
Bowman & Company
Wisconsin
$307K -$281K -252 Closed
WW
165
Westshore Wealth
California
$300K -$5.58K -5 -2%
EAM
166
Evanson Asset Management
California
$295K
EH
167
Equitable Holdings
New York
$291K -$13.4K -12 -5%
Vanguard Capital Wealth Advisors
168
Vanguard Capital Wealth Advisors
Colorado
$283K
UIA
169
Ulland Investment Advisors
Minnesota
$278K -$45.8K -41 -15%
BFG
170
Berger Financial Group
Minnesota
$269K -$3.35K -3 -1%
EM
171
Excalibur Management
Massachusetts
$268K -$15.6K -14 -6%
PCM
172
Pennsylvania Capital Management
Pennsylvania
$265K
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$263K +$243K +218 New
Chevy Chase Trust
174
Chevy Chase Trust
Maryland
$262K
CGA
175
Crescent Grove Advisors
Illinois
$259K +$237K +212 New