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Bank of America Series L
BAC.PRL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
176
Tradewinds Capital Management
Washington
$58K +$59.3K +40 New
LC
177
Lindbrook Capital
California
$54K +$54.8K +37 New
FWM
178
Focused Wealth Management
New York
$49K – – –
FHA
179
Flagship Harbor Advisors
Massachusetts
$48K +$1.48K +1 +3%
GKWIM
180
Gerber Kawasaki Wealth & Investment Management
California
$43K – – –
PH
181
Pinnacle Holdings
Oklahoma
$42K – – –
CCM
182
Covington Capital Management
California
$36K – – –
EWM
183
Endurance Wealth Management
Rhode Island
$36K – – –
ASN
184
Advisory Services Network
Georgia
$33K +$34.1K +23 New
BBHC
185
Brown Brothers Harriman & Co
New York
$29K – – –
VRM
186
Vectors Research Management
New York
$29K – – –
SL
187
Savior LLC
Massachusetts
$28K +$28.1K +19 New
CA
188
Crewe Advisors
Utah
$23K +$23.7K +16 New
NIMC
189
NWQ Investment Management Company
California
$22K – – –
CT
190
Caldwell Trust
Florida
$18.9K +$19.3K +13 New
CB
191
CNB Bank
Pennsylvania
$17K – – –
MRCM
192
M&R Capital Management
New Jersey
$17K +$17.8K +12 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$14K – – –
MCM
194
Manchester Capital Management
Vermont
$14K – – –
MWP
195
MYCIO Wealth Partners
Pennsylvania
$14K – – –
ONST
196
Old North State Trust
North Carolina
$14K – – –
AAP
197
Arax Advisory Partners
Colorado
$14K +$14.8K +10 New
CFA
198
Carroll Financial Associates
North Carolina
$14K +$14.8K +10 New
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$14.8K +10 New
CCM
200
Cribstone Capital Management
Maine
$13K – – –
6 7
8
9 10