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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$17K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$16K
CFB
203
Cullen/Frost Bankers
Texas
$13.9K -$41.5K -35 -74%
CB
204
CNB Bank
Pennsylvania
$13.9K
MCM
205
Manchester Capital Management
Vermont
$11.6K
NFSG
206
Newbridge Financial Services Group
Florida
$11.6K
CCM
207
Cribstone Capital Management
Maine
$10.4K
CT
208
Caldwell Trust
Florida
$9.34K
WT
209
Whittier Trust
California
$8.12K
FM
210
Family Management
New York
$6.96K
WCAMG
211
Woodard & Company Asset Management Group
North Carolina
$5.8K
HNB
212
Huntington National Bank
Ohio
$5.8K +$3.56K +3 +150%
CIAS
213
Capital Investment Advisory Services
North Carolina
$4.64K
GEA
214
Glen Eagle Advisors
New Jersey
$4.64K
FFA
215
Farther Finance Advisors
California
$3.48K +$3.56K +3 New
USCWA
216
U.S. Capital Wealth Advisors
Texas
$3.48K +$3.56K +3 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$2.36K
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.32K
BC
219
Bartlett & Co
Ohio
$2K
RIA
220
Realta Investment Advisors
Delaware
$1.16K +$1.19K +1 New
CW
221
Connectus Wealth
Ohio
-$22.7M -19,320 Closed
SWM
222
Sugarloaf Wealth Management
Georgia
-$1.44M -1,227 Closed
KWA
223
KCS Wealth Advisory
California
-$1M -856 Closed
Citadel Advisors
224
Citadel Advisors
Florida
-$662K -564 Closed
HWM
225
Hohimer Wealth Management
Washington
-$484K -413 Closed