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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$234K -$123K -100 -35%
PFS
202
Prospera Financial Services
Texas
$230K +$223K +181 New
TW
203
Transform Wealth
Colorado
$229K
PWM
204
Perigon Wealth Management
California
$227K -$2.46K -2 -1%
RTC
205
Riverview Trust Company
Washington
$222K
Citadel Advisors
206
Citadel Advisors
Florida
$222K +$214K +174 New
OWP
207
Obermeyer Wealth Partners
Colorado
$219K
RBC
208
Romano Brothers & Co
Illinois
$216K
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$216K
V
210
ValueWorks
New York
$214K
LFAS
211
Level Four Advisory Services
Texas
$214K -$294K -239 -58%
EFS
212
Essex Financial Services
Connecticut
$208K +$203K +165 New
SCM
213
Sage Capital Management
New Jersey
$204K +$197K +160 New
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$202K
HCM
215
Hollencrest Capital Management
California
$178K
EWA
216
EP Wealth Advisors
California
$145K
BBHC
217
Brown Brothers Harriman & Co
New York
$134K
UIA
218
Ulland Investment Advisors
Minnesota
$120K
FCA
219
FinTrust Capital Advisors
South Carolina
$120K
AF
220
Allworth Financial
California
$118K
PTC
221
Private Trust Company
Ohio
$117K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$116K +$86.1K +70 +350%
FFA
223
Farther Finance Advisors
California
$109K +$55.3K +45 +110%
FFA
224
Founders Financial Alliance
North Carolina
$85.3K +$73.8K +60 +857%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$84K +$12.3K +10 +18%