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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$527K – – –
WS
152
Wedbush Securities
California
$501K -$10.1K -8 -2%
CPIG
153
Chicago Partners Investment Group
Illinois
$498K +$2.52K +2 +0.5%
MCM
154
Marathon Capital Management
Maryland
$488K -$954K -758 -66%
USCWA
155
U.S. Capital Wealth Advisors
Texas
$482K – – –
CAC
156
Certified Advisory Corp
Florida
$470K – – –
PWSG
157
Pacific Wealth Strategies Group
California
$464K -$64.2K -51 -12%
IWC
158
Integrated Wealth Concepts
Massachusetts
$457K – – –
CF
159
Centaurus Financial
California
$456K +$1.26K +1 +0.3%
DWP
160
Daymark Wealth Partners
Ohio
$452K +$44.1K +35 +11%
IRM
161
Income Research & Management
Massachusetts
$444K – – –
SCM
162
SCS Capital Management
Massachusetts
$435K +$22.7K +18 +6%
TWM
163
TCFG Wealth Management
California
$426K – – –
SWA
164
Sax Wealth Advisors
New Jersey
$413K -$12.6K -10 -3%
OA
165
Oxbow Advisors
Texas
$412K -$13.9K -11 -3%
GCIA
166
Gabelli & Co Investment Advisers
New York
$407K +$31.5K +25 +8%
KFS
167
Kaizen Financial Strategies
California
$401K – – –
IC
168
IEQ Capital
California
$396K – – –
CWM
169
Calamos Wealth Management
Illinois
$393K +$2.52K +2 +0.6%
PI
170
PFG Investments
New York
$391K – – –
RMDI
171
R.M. Davis Inc
Maine
$388K – – –
ICM
172
Islay Capital Management
Texas
$376K – – –
WW
173
Westshore Wealth
California
$359K +$361K +287 New
RIL
174
Rothschild Investment LLC
Illinois
$349K – – –
WT
175
Whittier Trust
California
$345K +$258K +205 +297%
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