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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$426K
RFA
127
Resurgent Financial Advisors
Georgia
$422K +$429K +350 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$396K +$404K +329 New
CWM
129
Calamos Wealth Management
Illinois
$389K -$11K -9 -3%
RMDI
130
R.M. Davis Inc
Maine
$373K
IWC
131
Integrated Wealth Concepts
Massachusetts
$373K +$380K +310 New
OIA
132
OneDigital Investment Advisors
Kansas
$357K +$18.4K +15 +5%
BC
133
Bowman & Company
Wisconsin
$352K +$1.23K +1 +0.3%
NFC
134
Northeast Financial Consultants
Connecticut
$333K
BFG
135
Berger Financial Group
Minnesota
$314K
GCIA
136
Gabelli & Co Investment Advisers
New York
$301K +$30.7K +25 +11%
EAM
137
Evanson Asset Management
California
$295K
CB
138
Commerce Bank
Missouri
$283K
Vanguard Capital Wealth Advisors
139
Vanguard Capital Wealth Advisors
Colorado
$283K
William Blair & Company
140
William Blair & Company
Illinois
$275K
PCM
141
Pennsylvania Capital Management
Pennsylvania
$265K +$270K +220 New
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$261K
FHB
143
First Hawaiian Bank
Hawaii
$261K +$266K +217 New
AMIM
144
Aull & Monroe Investment Management
Alabama
$253K
PCS
145
Personal CFO Solutions
New Jersey
$247K
Citadel Advisors
146
Citadel Advisors
Florida
$242K -$8.59K -7 -3%
CPIG
147
Chicago Partners Investment Group
Illinois
$242K
Cohen & Steers
148
Cohen & Steers
New York
$241K
SGK
149
Steigerwald Gordon & Koch
Virginia
$241K
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$239K +$243K +198 New