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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Montag & Associates
Georgia
$2.26M -$123K -100 -5%
KAS
77
Kestra Advisory Services
Texas
$2.13M +$12.3K +10 +0.6%
MTIM
78
Marathon Trading Investment Management
Pennsylvania
$2.11M
Truist Financial
79
Truist Financial
North Carolina
$1.99M -$90.8K -74 -4%
DLG
80
Daniel L. Goodwin
$1.97M
GGS
81
Galvin Gaustad & Stein
Arizona
$1.97M +$207K +169 +12%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.83M +$47.8K +39 +3%
KIA
83
KCM Investment Advisors
California
$1.8M -$8.59K -7 -0.5%
US Bancorp
84
US Bancorp
Minnesota
$1.79M +$50.3K +41 +3%
KWA
85
KCS Wealth Advisory
California
$1.74M +$1.78M +1,447 New
FFA
86
First Foundation Advisors
California
$1.67M -$22.1K -18 -1%
SC
87
Scotia Capital
Ontario, Canada
$1.6M +$238K +194 +17%
IRM
88
Income Research & Management
Massachusetts
$1.56M
GA
89
GFS Advisors
Texas
$1.55M +$1.58M +1,290 New
SWM
90
Sugarloaf Wealth Management
Georgia
$1.48M +$1.51M +1,229 New
CBB
91
Citizens Business Bank
California
$1.32M
IA
92
Icon Advisers
Colorado
$1.3M +$1.33M +1,083 New
IA
93
IFP Advisors
Florida
$1.28M
PHS
94
Pekin Hardy Strauss
Illinois
$1.21M -$52.8K -43 -4%
DIA
95
Dana Investment Advisors
Wisconsin
$1.12M
CRC
96
Curi RMB Capital
Illinois
$1.07M +$123K +100 +13%
Osaic Holdings
97
Osaic Holdings
Arizona
$1.06M +$407K +332 +61%
SSWG
98
Seven Springs Wealth Group
Tennessee
$971K -$1.04M -851 -51%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$950K
TB
100
Terril Brothers
Missouri
$913K