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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
176
Old North State Trust
North Carolina
$14K – – –
MCM
177
Manchester Capital Management
Vermont
$14K +$13.3K +10 New
NFG
178
Next Financial Group
Texas
$14K +$13.3K +10 New
CFA
179
Carroll Financial Associates
North Carolina
$13K +$13.3K +10 New
CCM
180
Cribstone Capital Management
Maine
$12K – – –
FA
181
Fortis Advisors
Pennsylvania
$8K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$8K +$7.98K +6 New
RFA
183
Reilly Financial Advisors
California
$4K – – –
WT
184
Whittier Trust
California
$4K – – –
BFC
185
Bedel Financial Consulting
Indiana
$1K – – –
GT
186
Glenmede Trust
Pennsylvania
$205 – – –
AAMU
187
Amundi Asset Management US
Massachusetts
– -$78.8M -60,533 Closed
IDA
188
Intelligence Driven Advisers
California
– -$406K -312 Closed
OC
189
Oppenheimer & Co
New York
– -$396K -304 Closed
NEPWA
190
New England Private Wealth Advisors
Massachusetts
– -$260K -200 Closed
AIC
191
Ameritas Investment Company
Nebraska
– -$199K -153 Closed
OWD
192
Osborn Williams & Donohoe
Ohio
– -$66K -50 Closed
MFW
193
Mosaic Family Wealth
Missouri
– -$26K -20 Closed
PCG
194
Private Capital Group
Connecticut
– -$26K -20 Closed
NWM
195
Northwest Wealth Management
Iowa
– -$10K -8 Closed
WTB
196
Washington Trust Bank
Washington
– -$9K -7 Closed
NSIM
197
North Star Investment Management
Illinois
– -$5K -4 Closed
4 5 6 7
8