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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$317K -$430K -350 -58%
PAG
177
Private Advisor Group
New Jersey
$316K +$20.9K +17 +7%
EAM
178
Evanson Asset Management
California
$312K
OAM
179
Oppenheimer Asset Management
New York
$300K -$9.84K -8 -3%
Vanguard Capital Wealth Advisors
180
Vanguard Capital Wealth Advisors
Colorado
$299K
GF
181
Gries Financial
Ohio
$289K
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K
PCM
183
Pennsylvania Capital Management
Pennsylvania
$280K
AC
184
AlphaCore Capital
California
$278K
EM
185
Excalibur Management
Massachusetts
$271K -$2.46K -2 -0.9%
CGA
186
Crescent Grove Advisors
Illinois
$270K
AMIM
187
Aull & Monroe Investment Management
Alabama
$267K
GSC
188
Ground Swell Capital
South Carolina
$256K +$247K +201 New
Cohen & Steers
189
Cohen & Steers
New York
$255K
PCS
190
Personal CFO Solutions
New Jersey
$255K
SGK
191
Steigerwald Gordon & Koch
Virginia
$255K
1WA
192
180 Wealth Advisors
Washington
$252K -$1.23K -1 -0.5%
AWS
193
Atria Wealth Solutions
New York
$248K
SWA
194
Stratos Wealth Advisors
Ohio
$247K +$1.23K +1 +0.5%
BFG
195
Berger Financial Group
Minnesota
$246K
BTC
196
Bank & Trust Company
Illinois
$243K
NA
197
NewEdge Advisors
Louisiana
$241K -$14.8K -12 -6%
Lido Advisors
198
Lido Advisors
California
$238K +$230K +187 New
NCM
199
Northside Capital Management
Oregon
$236K +$228K +185 New
NAS
200
NWF Advisory Services
California
$234K