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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NA
176
NewEdge Advisors
Louisiana
$257K +$11.2K +10 +5%
AMIM
177
Aull & Monroe Investment Management
Alabama
$253K
KAM
178
Knightsbridge Asset Management
California
$251K +$232K +208 New
IA
179
IFP Advisors
Florida
$241K -$235K -210 -51%
PCS
180
Personal CFO Solutions
New Jersey
$241K -$5.58K -5 -2%
SGK
181
Steigerwald Gordon & Koch
Virginia
$241K
Cohen & Steers
182
Cohen & Steers
New York
$241K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$240K -$16.8K -15 -7%
CAN
184
Cetera Advisor Networks
California
$236K -$21.2K -19 -9%
AWS
185
Atria Wealth Solutions
New York
$235K +$218K +195 New
NFC
186
Northeast Financial Consultants
Connecticut
$222K
SA
187
Strategic Advisors
New York
$220K +$1.12K +1 +0.5%
TW
188
Transform Wealth
Colorado
$220K +$201K +180 New
CIC
189
Carnegie Investment Counsel
Ohio
$219K +$203K +182 New
PWM
190
Perigon Wealth Management
California
$217K
RTC
191
Riverview Trust Company
Washington
$210K
OWP
192
Obermeyer Wealth Partners
Colorado
$207K +$192K +172 New
KFS
193
Kaizen Financial Strategies
California
$207K -$29K -26 -13%
RBC
194
Romano Brothers & Co
Illinois
$205K +$190K +170 New
V
195
ValueWorks
New York
$202K +$188K +168 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$189K +$35.7K +32 +26%
HCM
197
Hollencrest Capital Management
California
$169K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$72.6K +65 +94%
EWA
199
EP Wealth Advisors
California
$134K
BBHC
200
Brown Brothers Harriman & Co
New York
$127K