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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
126
Cordasco Financial Network
Florida
$544K
HNB
127
Huntington National Bank
Ohio
$534K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$523K
MIC
129
Meridian Investment Counsel
California
$456K
MA
130
Menlo Advisors
California
$425K +$183K +135 +74%
RMDI
131
R.M. Davis Inc
Maine
$416K
LFAS
132
Level Four Advisory Services
Texas
$403K
OC
133
Oppenheimer & Co
New York
$368K +$5.41K +4 +1%
OIA
134
OneDigital Investment Advisors
Kansas
$361K +$97.4K +72 +37%
HighTower Advisors
135
HighTower Advisors
Illinois
$351K -$406K -300 -53%
LF
136
Lee Financial
Texas
$336K
EAM
137
Evanson Asset Management
California
$329K
EM
138
Excalibur Management
Massachusetts
$323K -$2.71K -2 -0.8%
CB
139
Commerce Bank
Missouri
$315K -$27.1K -20 -8%
Vanguard Capital Wealth Advisors
140
Vanguard Capital Wealth Advisors
Colorado
$315K +$318K +235 New
BOM
141
Bank of Marin
California
$309K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$307K
CPIG
143
Chicago Partners Investment Group
Illinois
$297K +$4.06K +3 +2%
William Blair & Company
144
William Blair & Company
Illinois
$290K -$67.7K -50 -19%
V
145
Veritable
Delaware
$289K +$291K +215 New
AMIM
146
Aull & Monroe Investment Management
Alabama
$282K -$6.76K -5 -2%
GA
147
GFS Advisors
Texas
$275K +$54.1K +40 +24%
GCIA
148
Gabelli & Co Investment Advisers
New York
$270K
DI
149
Diligent Investors
California
$269K +$1.35K +1 +0.5%
Cohen & Steers
150
Cohen & Steers
New York
$268K