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BDCL
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
BDCL
Delisted
BDCL was delisted on the 1st of April, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
ACP
1
Aviance Capital Partners
Naples,
Florida
| $534K | +$522K | +19,050 | New |
|
| 2 |
CFA
2
Carroll Financial Associates
Charlotte,
North Carolina
| $397K | -$100K | -3,650 | -20% |
|
| 3 |
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $355K | +$347K | +12,663 | New |
|
| 4 |
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $246K | -$21.9K | -800 | -8% |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $101K | +$98.4K | +3,590 | New |
|
| 6 |
TWA
6
TCI Wealth Advisors
Tucson,
Arizona
| $22K | – | – | – |
|
| 7 |
PMFA
7
Plante Moran Financial Advisors
Southfield,
Michigan
| $15K | – | – | – |
|
| 8 |
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | – | – | – |
|
| 9 |
MIM
9
Macroview Investment Management
Bethesda,
Maryland
| $10K | +$9.59K | +350 | New |
|
| 10 |
10
Creative Planning
Overland Park,
Kansas
| $6K | +$5.48K | +200 | New |
|
| 11 |
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
| 12 |
12
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|