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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Westshore Wealth
California
$298K
EAM
177
Evanson Asset Management
California
$293K
OAM
178
Oppenheimer Asset Management
New York
$292K +$83.6K +71 +41%
Vanguard Capital Wealth Advisors
179
Vanguard Capital Wealth Advisors
Colorado
$281K
PAG
180
Private Advisor Group
New Jersey
$276K +$272K +231 New
GF
181
Gries Financial
Ohio
$272K
IA
182
IFG Advisory
Georgia
$271K +$266K +226 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$56.5K +48 +27%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$267K -$24.7K -21 -9%
PCM
185
Pennsylvania Capital Management
Pennsylvania
$263K
AC
186
AlphaCore Capital
California
$262K -$35.3K -30 -12%
P
187
&Partners
Tennessee
$258K +$254K +216 New
EM
188
Excalibur Management
Massachusetts
$257K -$3.53K -3 -1%
CAI
189
Capital Advisors Inc
Oklahoma
$257K +$253K +215 New
CGA
190
Crescent Grove Advisors
Illinois
$254K
AMIM
191
Aull & Monroe Investment Management
Alabama
$251K
NA
192
NewEdge Advisors
Louisiana
$240K +$1.18K +1 +0.5%
1WA
193
180 Wealth Advisors
Washington
$240K +$23.5K +20 +11%
PCS
194
Personal CFO Solutions
New Jersey
$239K
SGK
195
Steigerwald Gordon & Koch
Virginia
$239K
Cohen & Steers
196
Cohen & Steers
New York
$239K
CWP
197
Cyndeo Wealth Partners
Florida
$237K +$233K +198 New
AWS
198
Atria Wealth Solutions
New York
$233K
SWA
199
Stratos Wealth Advisors
Ohio
$231K +$227K +193 New
BFG
200
Berger Financial Group
Minnesota
$231K -$35.3K -30 -13%