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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$338K
GWMR
177
GC Wealth Management RIA
Massachusetts
$330K +$321K +272 New
OIA
178
OneDigital Investment Advisors
Kansas
$326K -$21.2K -18 -6%
William Blair & Company
179
William Blair & Company
Illinois
$325K
Comerica Bank
180
Comerica Bank
Texas
$323K -$35.4K -30 -10%
BC
181
Bowman & Company
Wisconsin
$315K +$2.36K +2 +0.8%
EAM
182
Evanson Asset Management
California
$304K
IA
183
IFG Advisory
Georgia
$291K +$4.72K +4 +2%
Vanguard Capital Wealth Advisors
184
Vanguard Capital Wealth Advisors
Colorado
$285K
GF
185
Gries Financial
Ohio
$275K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K
Jones Financial Companies
187
Jones Financial Companies
Missouri
$269K +$87.3K +74 +49%
AAS
188
Ameritas Advisory Services
Nebraska
$267K -$395K -335 -60%
OAM
189
Oppenheimer Asset Management
New York
$267K -$1.18K -1 -0.5%
CGA
190
Crescent Grove Advisors
Illinois
$257K
PCM
191
Pennsylvania Capital Management
Pennsylvania
$257K
AMIM
192
Aull & Monroe Investment Management
Alabama
$255K
PFS
193
Prospera Financial Services
Texas
$250K +$31.9K +27 +15%
EM
194
Excalibur Management
Massachusetts
$246K
SWA
195
Stratos Wealth Advisors
Ohio
$245K +$5.9K +5 +3%
Cohen & Steers
196
Cohen & Steers
New York
$243K
SGK
197
Steigerwald Gordon & Koch
Virginia
$243K
RSS
198
Rosenblum Silverman Sutton
California
$238K +$231K +196 New
PHS
199
Pekin Hardy Strauss
Illinois
$234K
TWM
200
Topsail Wealth Management
North Carolina
$229K