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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
OA
151
Oxbow Advisors
Texas
$453K +$35.6K +29 +9%
CL
152
CSS LLC
Illinois
$450K +$448K +365 New
SWA
153
Sax Wealth Advisors
New Jersey
$444K +$442K +360 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$443K +$55.3K +45 +14%
GGS
155
Galvin Gaustad & Stein
Arizona
$404K -$55.3K -45 -12%
SCM
156
SCS Capital Management
Massachusetts
$401K +$399K +325 New
IC
157
IEQ Capital
California
$390K
ICM
158
Islay Capital Management
Texas
$370K
WW
159
Westshore Wealth
California
$370K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$369K +$61.4K +50 +20%
Comerica Bank
161
Comerica Bank
Texas
$365K +$27K +22 +8%
NPF
162
Norris Perne & French
Michigan
$362K -$166K -135 -32%
PI
163
PFG Investments
New York
$362K
OIA
164
OneDigital Investment Advisors
Kansas
$354K
KFS
165
Kaizen Financial Strategies
California
$354K -$23.3K -19 -6%
RIL
166
Rothschild Investment LLC
Illinois
$344K
GCIA
167
Gabelli & Co Investment Advisers
New York
$340K
CF
168
Centaurus Financial
California
$339K
ISWM
169
Independent Solutions Wealth Management
New York
$333K -$61.4K -50 -16%
William Blair & Company
170
William Blair & Company
Illinois
$331K
BC
171
Bowman & Company
Wisconsin
$318K -$9.82K -8 -3%
EAM
172
Evanson Asset Management
California
$310K +$7.37K +6 +2%
IA
173
IFG Advisory
Georgia
$292K +$3.68K +3 +1%
Vanguard Capital Wealth Advisors
174
Vanguard Capital Wealth Advisors
Colorado
$290K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$289K -$33.2K -27 -10%