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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
251
Center for Financial Planning
Michigan
$6.26K
CIAS
252
Capital Investment Advisory Services
North Carolina
$5.01K
CFG
253
Chapman Financial Group
Hawaii
$5.01K
NSIM
254
North Star Investment Management
Illinois
$5.01K
CIA
255
Cape Investment Advisory
Georgia
$5.01K +$5.04K +4 New
WTC
256
WhitTier Trust Company
Nevada
$3.78K
ACA
257
American Capital Advisory
Idaho
$3.76K
GRP
258
Global Retirement Partners
California
$3.76K +$2.52K +2 +200%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$2.54K
CF
260
Conquis Financial
California
$1.25K
SWM
261
Spire Wealth Management
Virginia
$1.25K
TPCW
262
TD Private Client Wealth
New York
$1.25K
BTI
263
Blue Trust Inc
Georgia
$125
Lazard Asset Management
264
Lazard Asset Management
New York
$117
Lido Advisors
265
Lido Advisors
California
-$2.61M -47,476 Closed
Millennium Management
266
Millennium Management
New York
-$38.5K -30,000 Closed
LF
267
Lee Financial
Texas
-$2.34M -1,828 Closed
EH
268
Equitable Holdings
New York
-$561K -438 Closed
OC
269
Oppenheimer & Co
New York
-$493K -385 Closed
OAM
270
Oppenheimer Asset Management
New York
-$280K -219 Closed
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
-$230K -180 Closed
PHS
272
Pekin Hardy Strauss
Illinois
-$228K -178 Closed
FFA
273
Founders Financial Alliance
North Carolina
-$121K -95 Closed
LCM
274
Logan Capital Management
Pennsylvania
-$56.3K -44 Closed
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
-$44.8K -35 Closed