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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
176
Logan Capital Management
Pennsylvania
$53K
AF
177
Allworth Financial
California
$52K
FF
178
FourThought Financial
Florida
$45K
FWM
179
Focused Wealth Management
New York
$36K
Franklin Resources
180
Franklin Resources
California
$36K
PH
181
Pinnacle Holdings
Oklahoma
$34.9K
SSC
182
Syverson Strege & Co
Iowa
$33K +$33.1K +27 New
Bessemer Group
183
Bessemer Group
New Jersey
$30K -$61.3K -50 -67%
JWA
184
JFS Wealth Advisors
Pennsylvania
$24K
VRM
185
Vectors Research Management
New York
$24K
TPCW
186
TD Private Client Wealth
New York
$18.1K -$6.13K -5 -25%
VVP
187
Venture Visionary Partners
Ohio
$18.1K +$18.4K +15 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$18K
CCM
189
Covington Capital Management
California
$14K
CB
190
CNB Bank
Pennsylvania
$14K +$14.7K +12 New
COCM
191
Charter Oak Capital Management
New Hampshire
$12K
MCM
192
Manchester Capital Management
Vermont
$12K
NFSG
193
Newbridge Financial Services Group
Florida
$12K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.3K +10 New
CCM
195
Cribstone Capital Management
Maine
$11K
CT
196
Caldwell Trust
Florida
$9.63K
GWM
197
Geneos Wealth Management
Colorado
$9K
MAM
198
Meeder Asset Management
Ohio
$9K
WT
199
Whittier Trust
California
$8K -$15.9K -13 -65%
FM
200
Family Management
New York
$7K