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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$200K
RTC
177
Riverview Trust Company
Washington
$194K +$202K +174 New
AC
178
AlphaCore Capital
California
$180K -$20.9K -18 -10%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$180K +$74.3K +64 +65%
HCM
180
Hollencrest Capital Management
California
$156K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$144K
EWA
182
EP Wealth Advisors
California
$123K +$129K +111 New
BBHC
183
Brown Brothers Harriman & Co
New York
$117K
FCA
184
FinTrust Capital Advisors
South Carolina
$105K
IAS
185
IMA Advisory Services
Colorado
$94.5K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$78K -$40.6K -35 -33%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.7K
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$72.3K
PTC
189
Private Trust Company
Ohio
$69K
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$56.7K
SA
191
SRH Advisors
Kansas
$55.6K
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K
LCM
193
Logan Capital Management
Pennsylvania
$48.8K
AF
194
Allworth Financial
California
$47.8K
PA
195
Parallel Advisors
California
$47.8K -$29K -25 -37%
ANBT
196
American National Bank & Trust
Texas
$44.5K
NS
197
NBC Securities
Alabama
$43K +$45.3K +39 New
FWM
198
Focused Wealth Management
New York
$33.4K
Franklin Resources
199
Franklin Resources
California
$33.4K
Bessemer Group
200
Bessemer Group
New Jersey
$28K