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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
176
DLK Investment Management
California
$380K +$388K +318 New
ICM
177
Islay Capital Management
Texas
$376K – – –
Knightsbridge Asset Management
178
Knightsbridge Asset Management
California
$368K +$91.5K +75 +34%
Whittier Trust
179
Whittier Trust
California
$364K -$36.6K -30 -9%
Rothschild Investment LLC
180
Rothschild Investment LLC
Illinois
$350K -$213K -175 -39%
Oxbow Advisors
181
Oxbow Advisors
Texas
$343K -$19.5K -16 -6%
BHPW
182
Beverly Hills Private Wealth
California
$340K +$330K +271 New
Citigroup
183
Citigroup
New York
$337K -$9.8K -8 -3%
OneDigital Investment Advisors
184
OneDigital Investment Advisors
Kansas
$337K – – –
Galvin Gaustad & Stein
185
Galvin Gaustad & Stein
Arizona
$334K – – –
Allworth Financial
186
Allworth Financial
California
$330K +$35.4K +29 +12%
Arkadios Wealth Advisors
187
Arkadios Wealth Advisors
Georgia
$325K -$262K -215 -45%
SA
188
SJBenen ADVISORY
North Carolina
$317K -$12.2K -10 -4%
Evanson Financial
189
Evanson Financial
Virginia
$315K +$306K +251 New
Oppenheimer Asset Management
190
Oppenheimer Asset Management
New York
$301K -$11K -9 -4%
IFG Advisory
191
IFG Advisory
Georgia
$301K +$293K +240 New
Certified Advisory Corp
192
Certified Advisory Corp
Florida
$297K -$133K -109 -32%
Chicago Partners Investment Group
193
Chicago Partners Investment Group
Illinois
$294K -$210K -172 -43%
Vanguard Capital Wealth Advisors
194
Vanguard Capital Wealth Advisors
Colorado
$289K – – –
Federation des caisses Desjardins du Quebec
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$281K – – –
Wedbush Securities
196
Wedbush Securities
California
$273K -$4.88K -4 -2%
Creative Planning
197
Creative Planning
Kansas
$270K -$39K -32 -13%
LF
198
LifeSteps Financial
California
$268K +$14.6K +12 +6%
Financial Plan Inc
199
Financial Plan Inc
Washington
$267K – – –
Crescent Grove Advisors
200
Crescent Grove Advisors
Illinois
$266K – – –