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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$210K
AC
202
AlphaCore Capital
California
$208K +$2.46K +2 +1%
V
203
ValueWorks
New York
$207K
BFG
204
Berger Financial Group
Minnesota
$202K -$18.4K -15 -8%
IA
205
IFP Advisors
Florida
$196K -$30.7K -25 -14%
GT
206
Glenmede Trust
Pennsylvania
$185K -$246K -200 -57%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$184K +$93.3K +76 +103%
HCM
208
Hollencrest Capital Management
California
$173K
WSFS
209
Wilmington Savings Fund Society
Delaware
$143K
PTC
210
Private Trust Company
Ohio
$121K +$7.37K +6 +7%
SPIA
211
Steward Partners Investment Advisory
New York
$120K +$13.5K +11 +13%
AF
212
Allworth Financial
California
$110K
MCM
213
MAI Capital Management
Ohio
$107K
BBHC
214
Brown Brothers Harriman & Co
New York
$105K -$24.6K -20 -19%
IAS
215
IMA Advisory Services
Colorado
$105K +$104K +85 New
EWA
216
EP Wealth Advisors
California
$104K -$36.8K -30 -26%
RF
217
Rossby Financial
Florida
$99.1K +$103K +84 New
WT
218
Whittier Trust
California
$98.8K
CA
219
CoreCap Advisors
Michigan
$90.1K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$90.1K +$3.68K +3 +4%
GWM
221
Geneos Wealth Management
Colorado
$85.2K +$56.5K +46 +200%
FFA
222
Farther Finance Advisors
California
$76.6K +$68.8K +56 +800%
UIA
223
Ulland Investment Advisors
Minnesota
$73K +$17.2K +14 +31%
PS
224
Principal Securities
Iowa
$64.6K
EWA
225
EverSource Wealth Advisors
Alabama
$61.7K -$996K -811 -94%