We are live on ! Find out more
BAC.PRL icon

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
SouthState Corp
Florida
$12.3K +$12.3K +10 New
MFA
252
McClarren Financial Advisors
Pennsylvania
$12K +$1.52M +1,234 New
CT
253
Caldwell Trust
Florida
$11.1K +$11.1K +9 New
1L
254
10Elms LLP
Oklahoma
$7.41K
CFFP
255
Center for Financial Planning
Michigan
$6.17K
CIAS
256
Capital Investment Advisory Services
North Carolina
$4.94K
NA
257
NewEdge Advisors
Louisiana
$4.94K
NSIM
258
North Star Investment Management
Illinois
$4.94K
ACA
259
American Capital Advisory
Idaho
$3.7K
WTC
260
WhitTier Trust Company
Nevada
$3.7K +$3.68K +3 New
BCWM
261
Bartlett & Co Wealth Management
Ohio
$2.47K
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.47K
CF
263
Conquis Financial
California
$1.24K
TPCW
264
TD Private Client Wealth
New York
$1.24K
SWM
265
Spire Wealth Management
Virginia
$1.24K +$1.23K +1 New
HF
266
HRT Financial
New York
-$1.41M -1,156 Closed
FHB
267
First Hawaiian Bank
Hawaii
-$828K -679 Closed
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
-$303K -248 Closed
LFAS
269
Level Four Advisory Services
Texas
-$210K -172 Closed
EFS
270
Essex Financial Services
Connecticut
-$201K -165 Closed
FFA
271
Founders Financial Alliance
North Carolina
-$113K -92 Closed
BTI
272
Blue Trust Inc
Georgia
-$76.8K -63 Closed
LDB
273
Lee, Danner & Bass
Tennessee
-$71.9K -59 Closed
VHAM
274
Van Hulzen Asset Management
California
-$45.4K -37 Closed
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
-$27 -33 Closed