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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$35K
GKWIM
177
Gerber Kawasaki Wealth & Investment Management
California
$35K +$37K +30 New
PH
178
Pinnacle Holdings
Oklahoma
$34K
Bessemer Group
179
Bessemer Group
New Jersey
$29K
JWA
180
JFS Wealth Advisors
Pennsylvania
$23K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$17K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$16K +$4.93K +4 +40%
CB
183
CNB Bank
Pennsylvania
$14K
CCM
184
Covington Capital Management
California
$14K
MCM
185
Manchester Capital Management
Vermont
$12K
NFSG
186
Newbridge Financial Services Group
Florida
$12K
CCM
187
Cribstone Capital Management
Maine
$11K
CT
188
Caldwell Trust
Florida
$9.38K
MAM
189
Meeder Asset Management
Ohio
$9K
WT
190
Whittier Trust
California
$8K
FM
191
Family Management
New York
$7K
CWM
192
Castle Wealth Management
Florida
$6K
WCAMG
193
Woodard & Company Asset Management Group
North Carolina
$6K +$6.17K +5 New
CIAS
194
Capital Investment Advisory Services
North Carolina
$5K
GEA
195
Glen Eagle Advisors
New Jersey
$4.69K
ADL
196
Asset Dedication LLC
California
$4K
BCWM
197
Bartlett & Co Wealth Management
Ohio
$2.38K
BC
198
Bartlett & Co
Ohio
$2K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
HNB
200
Huntington National Bank
Ohio
$2K