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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 +$3.58K +3 +0.9%
ECG
152
Edge Capital Group
Georgia
$387K
Comerica Bank
153
Comerica Bank
Texas
$383K -$242K -203 -39%
PI
154
PFG Investments
New York
$350K +$349K +293 New
OIA
155
OneDigital Investment Advisors
Kansas
$343K
RIL
156
Rothschild Investment LLC
Illinois
$333K
GCIA
157
Gabelli & Co Investment Advisers
New York
$328K
CF
158
Centaurus Financial
California
$324K
William Blair & Company
159
William Blair & Company
Illinois
$320K -$35.7K -30 -10%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$309K
BC
161
Bowman & Company
Wisconsin
$308K
AC
162
AlphaCore Capital
California
$301K -$4.77K -4 -2%
EH
163
Equitable Holdings
New York
$301K +$11.9K +10 +4%
WW
164
Westshore Wealth
California
$297K
EAM
165
Evanson Asset Management
California
$292K
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$290K +$291K +244 New
PWSG
167
Pacific Wealth Strategies Group
California
$288K +$287K +241 New
Vanguard Capital Wealth Advisors
168
Vanguard Capital Wealth Advisors
Colorado
$281K
GF
169
Gries Financial
Ohio
$271K -$166K -139 -38%
BFG
170
Berger Financial Group
Minnesota
$266K
PCM
171
Pennsylvania Capital Management
Pennsylvania
$263K
EM
172
Excalibur Management
Massachusetts
$260K -$1.19K -1 -0.5%
CGA
173
Crescent Grove Advisors
Illinois
$257K
KAM
174
Knightsbridge Asset Management
California
$251K
AMIM
175
Aull & Monroe Investment Management
Alabama
$251K