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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$493K
USCWA
152
U.S. Capital Wealth Advisors
Texas
$493K
CAC
153
Certified Advisory Corp
Florida
$480K -$31K -25 -6%
IWC
154
Integrated Wealth Concepts
Massachusetts
$467K -$31K -25 -6%
CF
155
Centaurus Financial
California
$465K +$1.24K +1 +0.3%
IRM
156
Income Research & Management
Massachusetts
$455K
SWA
157
Sax Wealth Advisors
New Jersey
$435K -$24.8K -20 -6%
TWM
158
TCFG Wealth Management
California
$435K -$18.6K -15 -4%
OA
159
Oxbow Advisors
Texas
$435K +$1.24K +1 +0.3%
DWP
160
Daymark Wealth Partners
Ohio
$417K +$405K +326 New
SCM
161
SCS Capital Management
Massachusetts
$416K
Creative Planning
162
Creative Planning
Kansas
$410K +$23.6K +19 +6%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$407K +$115K +93 +42%
IC
164
IEQ Capital
California
$404K
KFS
165
Kaizen Financial Strategies
California
$402K +$11.2K +9 +3%
CWM
166
Calamos Wealth Management
Illinois
$399K +$6.21K +5 +2%
PI
167
PFG Investments
New York
$399K +$23.6K +19 +6%
RMDI
168
R.M. Davis Inc
Maine
$397K +$385K +310 New
GCIA
169
Gabelli & Co Investment Advisers
New York
$384K
ICM
170
Islay Capital Management
Texas
$384K
RIL
171
Rothschild Investment LLC
Illinois
$357K
OIA
172
OneDigital Investment Advisors
Kansas
$344K
William Blair & Company
173
William Blair & Company
Illinois
$343K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$343K +$117K +94 +54%
Comerica Bank
175
Comerica Bank
Texas
$342K +$1.24K +1 +0.4%