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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$133K
BBHC
202
Brown Brothers Harriman & Co
New York
$125K
FCA
203
FinTrust Capital Advisors
South Carolina
$112K
AF
204
Allworth Financial
California
$111K +$59.6K +50 +116%
PTC
205
Private Trust Company
Ohio
$110K +$35.7K +30 +48%
LF
206
LifeSteps Financial
California
$108K +$107K +90 New
PS
207
Principal Securities
Iowa
$69.2K +$5.96K +5 +9%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$66.8K -$5.96K -5 -8%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$61K
SA
210
SRH Advisors
Kansas
$59.7K
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.7K
ANBT
212
American National Bank & Trust
Texas
$53.7K
LCM
213
Logan Capital Management
Pennsylvania
$52.5K
PA
214
Parallel Advisors
California
$51.3K
FFA
215
Farther Finance Advisors
California
$49K
TCOV
216
Trust Company of Vermont
Vermont
$47.8K +$47.7K +40 New
FCAS
217
First Command Advisory Services
Texas
$41.7K +$41.7K +35 New
CTA
218
Colonial Trust Advisors
South Carolina
$40.6K +$40.5K +34 New
BFPW
219
BOK Financial Private Wealth
Colorado
$36.4K
WT
220
Whittier Trust
California
$35.8K +$35.7K +30 New
HNB
221
Huntington National Bank
Ohio
$29.8K -$2.38K -2 -7%
NS
222
NBC Securities
Alabama
$28K -$17.9K -15 -38%
SPIA
223
Steward Partners Investment Advisory
New York
$27.5K
Jones Financial Companies
224
Jones Financial Companies
Missouri
$26.3K
VIA
225
Virtus Investment Advisers
Connecticut
$26.3K