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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
151
Edge Capital Group
Georgia
$396K
ISWM
152
Independent Solutions Wealth Management
New York
$390K -$12.4K -10 -3%
IC
153
IEQ Capital
California
$385K -$12.4K -10 -3%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$383K
KFS
155
Kaizen Financial Strategies
California
$371K +$6.22K +5 +2%
Creative Planning
156
Creative Planning
Kansas
$369K -$265K -213 -41%
ICM
157
Islay Capital Management
Texas
$366K
WW
158
Westshore Wealth
California
$366K
PI
159
PFG Investments
New York
$357K
OIA
160
OneDigital Investment Advisors
Kansas
$350K
RIL
161
Rothschild Investment LLC
Illinois
$340K
GCIA
162
Gabelli & Co Investment Advisers
New York
$335K
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$335K +$11.2K +9 +3%
PAG
164
Private Advisor Group
New Jersey
$334K +$32.4K +26 +10%
Comerica Bank
165
Comerica Bank
Texas
$334K -$67.2K -54 -16%
CF
166
Centaurus Financial
California
$334K +$1.25K +1 +0.4%
PHS
167
Pekin Hardy Strauss
Illinois
$327K
William Blair & Company
168
William Blair & Company
Illinois
$327K
BC
169
Bowman & Company
Wisconsin
$323K +$2.49K +2 +0.8%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$318K +$1.25K +1 +0.4%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$304K
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$303K +$309K +248 New
EAM
173
Evanson Asset Management
California
$299K
Vanguard Capital Wealth Advisors
174
Vanguard Capital Wealth Advisors
Colorado
$287K
IA
175
IFG Advisory
Georgia
$284K +$290K +233 New