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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
IC
151
Inscription Capital
Texas
$457K -$75.3K -64 -14%
Creative Planning
152
Creative Planning
Kansas
$423K +$35.3K +30 +9%
GT
153
Glenmede Trust
Pennsylvania
$419K
EH
154
Equitable Holdings
New York
$419K +$115K +98 +39%
CB
155
Cadence Bank
Mississippi
$419K +$412K +350 New
GGS
156
Galvin Gaustad & Stein
Arizona
$407K -$8.24K -7 -2%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$404K -$43.6K -37 -10%
Comerica Bank
158
Comerica Bank
Texas
$397K +$12.9K +11 +3%
ECG
159
Edge Capital Group
Georgia
$389K
DIM
160
DLK Investment Management
California
$380K +$374K +318 New
IA
161
IFG Advisors
Missouri
$377K +$371K +315 New
KFS
162
Kaizen Financial Strategies
California
$362K +$148K +126 +72%
PWSG
163
Pacific Wealth Strategies Group
California
$360K +$70.6K +60 +25%
ICM
164
Islay Capital Management
Texas
$359K -$118K -100 -25%
PI
165
PFG Investments
New York
$350K
OIA
166
OneDigital Investment Advisors
Kansas
$347K +$3.53K +3 +1%
IA
167
IFP Advisors
Florida
$340K +$146K +124 +78%
RIL
168
Rothschild Investment LLC
Illinois
$334K
William Blair & Company
169
William Blair & Company
Illinois
$334K +$12.9K +11 +4%
GCIA
170
Gabelli & Co Investment Advisers
New York
$329K
CF
171
Centaurus Financial
California
$325K +$1.18K +1 +0.4%
PHS
172
Pekin Hardy Strauss
Illinois
$321K -$187K -159 -37%
BC
173
Bowman & Company
Wisconsin
$311K +$306K +260 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$311K +$1.18K +1 +0.4%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$301K +$148K +126 +101%