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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$27.8K -$6.96K -6 -19%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$24.5K
JWA
203
JFS Wealth Advisors
Pennsylvania
$22.2K
GA
204
GoalVest Advisory
New York
$21.1K
DJSG
205
D.J. St. Germain
Massachusetts
$18.9K
CCC
206
Chelsea Counsel Company
California
$17K -$46.4K -40 -73%
CB
207
CNB Bank
Pennsylvania
$13.3K
MRCM
208
M&R Capital Management
New Jersey
$13.3K
MCM
209
Manchester Capital Management
Vermont
$11.1K
MFA
210
McClarren Financial Advisors
Pennsylvania
$11K +$11.6K +10 New
FSWA
211
Financial Synergies Wealth Advisors
Texas
$10K
TPCW
212
TD Private Client Wealth
New York
$7.79K -$17.4K -15 -68%
FM
213
Family Management
New York
$6.67K +$6.96K +6 New
HNB
214
Huntington National Bank
Ohio
$5.55K
CIAS
215
Capital Investment Advisory Services
North Carolina
$4.45K
GEA
216
Glen Eagle Advisors
New Jersey
$4.45K
NSIM
217
North Star Investment Management
Illinois
$4.45K
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.26K
BC
220
Bartlett & Co
Ohio
$2K
TSWM
221
Tyler-Stone Wealth Management
Ohio
$2K +$2.32K +2 New
GRP
222
Global Retirement Partners
California
$1.07K +$1.16K +1 New
Millennium Management
223
Millennium Management
New York
-$31.4K -27,000 Closed
ACM
224
Advisors Capital Management
New Jersey
-$4.52M -3,854 Closed
MA
225
Menlo Advisors
California
-$1.85M -1,577 Closed