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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$1.08M +$108K +91 +11%
SAMC
102
Spectrum Asset Management (Connecticut)
Connecticut
$1.07M -$3.45M -2,898 -76%
SCA
103
Snowden Capital Advisors
New York
$1.04M +$143K +120 +16%
TS
104
Tamar Securities
California
$1.03M +$4.77K +4 +0.5%
EWA
105
EverSource Wealth Advisors
Alabama
$987K
SEI Investments
106
SEI Investments
Pennsylvania
$986K -$150K -126 -13%
FHB
107
First Hawaiian Bank
Hawaii
$971K +$620K +520 +177%
MIA
108
MeadowBrook Investment Advisors
Michigan
$954K +$11.9K +10 +1%
CFS
109
Coordinated Financial Services
Colorado
$951K +$949K +796 New
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$935K +$933K +783 New
HighTower Advisors
111
HighTower Advisors
Illinois
$931K +$464K +389 +100%
WB
112
Webster Bank
Connecticut
$905K
SFA
113
Sequoia Financial Advisors
Ohio
$883K +$882K +740 New
JSL
114
JT Stratford LLC
Georgia
$876K +$79.8K +67 +10%
PIM
115
Penobscot Investment Management
Massachusetts
$846K +$845K +709 New
SWM
116
Sugarloaf Wealth Management
Georgia
$796K -$98.9K -83 -11%
FFA
117
First Foundation Advisors
California
$789K -$9.53K -8 -1%
NCM
118
Novare Capital Management
North Carolina
$783K -$11.9K -10 -2%
CMS
119
Capital Market Strategies
Florida
$758K -$11.9K -10 -2%
CAC
120
Certified Advisory Corp
Florida
$720K -$8.34K -7 -1%
CS
121
Credit Suisse
Switzerland
$716K -$5.96M -5,000 -89%
AAS
122
Ameritas Advisory Services
Nebraska
$676K
TB
123
Terril Brothers
Missouri
$666K
NW
124
NewEdge Wealth
Pennsylvania
$660K -$3.58K -3 -0.5%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$645K -$33.4K -28 -5%