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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
IEQ Capital
California
$403K +$27.2K +22 +7%
KFS
177
Kaizen Financial Strategies
California
$396K +$6.19K +5 +2%
SCM
178
SCS Capital Management
Massachusetts
$387K -$22.3K -18 -5%
GCIA
179
Gabelli & Co Investment Advisers
New York
$387K
CWM
180
Calamos Wealth Management
Illinois
$381K +$7.42K +6 +2%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$380K -$178K -144 -31%
WT
182
Whittier Trust
California
$379K +$55.7K +45 +16%
PI
183
PFG Investments
New York
$374K +$2.48K +2 +0.6%
RMDI
184
R.M. Davis Inc
Maine
$369K
ICM
185
Islay Capital Management
Texas
$357K
MG
186
Marex Group
$357K +$371K +300 New
OA
187
Oxbow Advisors
Texas
$345K -$49.5K -40 -12%
WW
188
Westshore Wealth
California
$330K -$12.4K -10 -3%
Citigroup
189
Citigroup
New York
$330K +$334K +270 +3,857%
OIA
190
OneDigital Investment Advisors
Kansas
$321K
GGS
191
Galvin Gaustad & Stein
Arizona
$317K -$218K -176 -40%
SA
192
SJBenen ADVISORY
North Carolina
$315K
EAM
193
Evanson Asset Management
California
$299K
OAM
194
Oppenheimer Asset Management
New York
$297K +$308K +249 New
Creative Planning
195
Creative Planning
Kansas
$294K +$30.9K +25 +11%
AF
196
Allworth Financial
California
$279K +$174K +141 +152%
Vanguard Capital Wealth Advisors
197
Vanguard Capital Wealth Advisors
Colorado
$274K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K
WS
199
Wedbush Securities
California
$265K -$220K -178 -45%
KAM
200
Knightsbridge Asset Management
California
$260K +$270K +218 New