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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
176
Northeast Financial Consultants
Connecticut
$216K
SA
177
Strategic Advisors
New York
$213K
AC
178
AlphaCore Capital
California
$211K -$19.9K -17 -9%
PWM
179
Perigon Wealth Management
California
$211K +$211K +180 New
OWP
180
Obermeyer Wealth Partners
Colorado
$202K
Bank of New York Mellon
181
Bank of New York Mellon
New York
$200K +$200K +171 New
HCM
182
Hollencrest Capital Management
California
$164K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$147K +$141K +120 +2,400%
BBHC
184
Brown Brothers Harriman & Co
New York
$123K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$123K -$57.4K -49 -32%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$115K +$35.2K +30 +44%
FCA
187
FinTrust Capital Advisors
South Carolina
$109K
IAS
188
IMA Advisory Services
Colorado
$99.6K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.9K
PA
190
Parallel Advisors
California
$79.7K +$29.3K +25 +58%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$76.2K
PTC
192
Private Trust Company
Ohio
$72.7K
CCC
193
Chelsea Counsel Company
California
$65.4K
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$60.9K
SA
195
SRH Advisors
Kansas
$58.4K
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.7K
LCM
197
Logan Capital Management
Pennsylvania
$51.5K
AF
198
Allworth Financial
California
$50.4K
ANBT
199
American National Bank & Trust
Texas
$46.9K
SPIA
200
Steward Partners Investment Advisory
New York
$36.3K