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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Calamos Wealth Management
Illinois
$379K
IWC
127
Integrated Wealth Concepts
Massachusetts
$364K
RMDI
128
R.M. Davis Inc
Maine
$364K
OIA
129
OneDigital Investment Advisors
Kansas
$347K
BC
130
Bowman & Company
Wisconsin
$346K +$2.47K +2 +0.7%
NFC
131
Northeast Financial Consultants
Connecticut
$324K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$321K -$98.7K -80 -23%
William Blair & Company
133
William Blair & Company
Illinois
$310K +$44.4K +36 +16%
BFG
134
Berger Financial Group
Minnesota
$306K
GCIA
135
Gabelli & Co Investment Advisers
New York
$293K
EAM
136
Evanson Asset Management
California
$287K
Vanguard Capital Wealth Advisors
137
Vanguard Capital Wealth Advisors
Colorado
$276K
CB
138
Commerce Bank
Missouri
$258K -$18.5K -15 -6%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$258K
Chevy Chase Trust
140
Chevy Chase Trust
Maryland
$255K
FHB
141
First Hawaiian Bank
Hawaii
$255K
AMIM
142
Aull & Monroe Investment Management
Alabama
$247K
PCS
143
Personal CFO Solutions
New Jersey
$240K
Cohen & Steers
144
Cohen & Steers
New York
$235K
SGK
145
Steigerwald Gordon & Koch
Virginia
$235K
Nuveen
146
Nuveen
North Carolina
$227K
WW
147
Westshore Wealth
California
$225K -$6.17K -5 -3%
CPIG
148
Chicago Partners Investment Group
Illinois
$224K +$3.7K +3 +2%
SA
149
Strategic Advisors
New York
$210K +$1.23K +1 +0.6%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$210K +$221K +179 New