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Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
201
Riverview Trust Company
Washington
$223K
OWP
202
Obermeyer Wealth Partners
Colorado
$220K
RBC
203
Romano Brothers & Co
Illinois
$218K
WLPWM
204
Walled Lake Planning & Wealth Management
Illinois
$218K
AC
205
AlphaCore Capital
California
$206K +$36K +29 +22%
IAMOG
206
Investors Asset Management of Georgia
Georgia
$205K +$199K +160 New
ATC
207
Argent Trust Co
Tennessee
$201K +$195K +157 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$184K -$192K -155 -52%
HCM
209
Hollencrest Capital Management
California
$179K
IA
210
IFP Advisors
Florida
$129K
PTC
211
Private Trust Company
Ohio
$127K +$1.24K +1 +1%
FFA
212
Founders Financial Alliance
North Carolina
$121K +$118K +95 New
AF
213
Allworth Financial
California
$119K
RF
214
Rossby Financial
Florida
$112K +$16.1K +13 +17%
MCM
215
MAI Capital Management
Ohio
$111K
BBHC
216
Brown Brothers Harriman & Co
New York
$109K
CA
217
CoreCap Advisors
Michigan
$94.7K -$1.24K -1 -1%
WT
218
Whittier Trust
California
$87.1K +$48.4K +39 +130%
WSFS
219
Wilmington Savings Fund Society
Delaware
$84.5K -$62.1K -50 -43%
SPIA
220
Steward Partners Investment Advisory
New York
$76.8K -$11.2K -9 -13%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$73K -$18.6K -15 -21%
EWA
222
EverSource Wealth Advisors
Alabama
$64K
SA
223
SRH Advisors
Kansas
$64K
CT
224
Colonial Trust
South Carolina
$58.9K
NS
225
NBC Securities
Alabama
$58.8K