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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
EH
151
Equitable Holdings
New York
$479K +$32K +26 +7%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$476K +$44.3K +36 +11%
P
153
&Partners
Tennessee
$474K +$191K +155 +72%
TSS
154
Two Sigma Securities
New York
$466K +$450K +366 New
CB
155
Cadence Bank
Mississippi
$446K
GT
156
Glenmede Trust
Pennsylvania
$446K
ISWM
157
Independent Solutions Wealth Management
New York
$420K -$107K -87 -21%
Comerica Bank
158
Comerica Bank
Texas
$418K -$4.92K -4 -1%
IC
159
IEQ Capital
California
$415K +$401K +326 New
ECG
160
Edge Capital Group
Georgia
$414K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$405K +$77.5K +63 +25%
DIM
162
DLK Investment Management
California
$405K
KFS
163
Kaizen Financial Strategies
California
$382K
ICM
164
Islay Capital Management
Texas
$382K
WW
165
Westshore Wealth
California
$382K +$62.7K +51 +20%
PI
166
PFG Investments
New York
$373K
OIA
167
OneDigital Investment Advisors
Kansas
$365K -$3.69K -3 -1%
RIL
168
Rothschild Investment LLC
Illinois
$355K
GCIA
169
Gabelli & Co Investment Advisers
New York
$350K
CF
170
Centaurus Financial
California
$347K +$1.23K +1 +0.4%
William Blair & Company
171
William Blair & Company
Illinois
$341K -$13.5K -11 -4%
PHS
172
Pekin Hardy Strauss
Illinois
$341K
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$337K +$51.7K +42 +19%
BC
174
Bowman & Company
Wisconsin
$334K +$3.69K +3 +1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$331K