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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fortis Advisors
Pennsylvania
$8K
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$8K +$8.89K +7 New
NSIM
178
North Star Investment Management
Illinois
$5K
RFA
179
Reilly Financial Advisors
California
$4K
WT
180
Whittier Trust
California
$4K
BFC
181
Bedel Financial Consulting
Indiana
$1K
GT
182
Glenmede Trust
Pennsylvania
$187
CF
183
Centaurus Financial
California
$1 +$863K +680 +68,000%
FAIM
184
Financial Advocates Investment Management
Washington
-$2.03M -68,176 Closed
CWM
185
Cornerstone Wealth Management
Missouri
-$48K -61,597 Closed
VSI
186
Verde Servicos Internacionais
Brazil
-$6.25M -5,000 Closed
BHTS
187
Bar Harbor Trust Services
Maine
-$1.94M -1,495 Closed
AA
188
Ancora Advisors
Ohio
-$1.09M -844 Closed
PFM
189
Probabilities Fund Management
New York
-$557K -430 Closed
LA
190
Legacy Advisors
Pennsylvania
-$91K -70 Closed
AAIM
191
Asset Advisors Investment Management
Georgia
-$65K -50 Closed
TCOV
192
Trust Company of Vermont
Vermont
-$52K -40 Closed
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
-$26K -20 Closed
SPIA
194
Steward Partners Investment Advisory
New York
-$26K -20 Closed
TPWA
195
TRUE Private Wealth Advisors
Oregon
-$5.25K -4 Closed