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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
OneDigital Investment Advisors
Kansas
$337K
BC
177
Bowman & Company
Wisconsin
$332K -$330K -262 Closed
SA
178
SJBenen ADVISORY
North Carolina
$331K +$332K +264 New
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$324K -$11.3K -9 -3%
EAM
180
Evanson Asset Management
California
$314K
IA
181
IFG Advisory
Georgia
$300K
Vanguard Capital Wealth Advisors
182
Vanguard Capital Wealth Advisors
Colorado
$288K -$6.3K -5 -2%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K
Creative Planning
184
Creative Planning
Kansas
$278K -$123K -98 -31%
Comerica Bank
185
Comerica Bank
Texas
$274K -$60.4K -48 -18%
CGA
186
Crescent Grove Advisors
Illinois
$269K
SWA
187
Stratos Wealth Advisors
Ohio
$268K +$13.9K +11 +5%
FPI
188
Financial Plan Inc
Washington
$267K +$268K +213 New
PCM
189
Pennsylvania Capital Management
Pennsylvania
$265K
AMIM
190
Aull & Monroe Investment Management
Alabama
$263K
PFS
191
Prospera Financial Services
Texas
$255K
BL
192
Balentine LLC
Georgia
$250K
SGK
193
Steigerwald Gordon & Koch
Virginia
$250K
Cohen & Steers
194
Cohen & Steers
New York
$250K
RSS
195
Rosenblum Silverman Sutton
California
$245K
EM
196
Excalibur Management
Massachusetts
$242K -$12.6K -10 -5%
TWM
197
Topsail Wealth Management
North Carolina
$237K
Cerity Partners
198
Cerity Partners
New York
$232K +$1.26K +1 +0.5%
NCM
199
Northside Capital Management
Oregon
$232K
BTC
200
Bank & Trust Company
Illinois
$228K