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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Sonora Investment Management
Arizona
$73K
OWD
152
Osborn Williams & Donohoe
Ohio
$66K +$64.7K +50 New
PA
153
Parallel Advisors
California
$65K
SA
154
SRH Advisors
Kansas
$65K
CFB
155
Cullen/Frost Bankers
Texas
$59K +$58.2K +45 New
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.1K
BAMG
157
Brand Asset Management Group
Missouri
$52K
FHA
158
Flagship Harbor Advisors
Massachusetts
$50K
PH
159
Pinnacle Holdings
Oklahoma
$37.8K
CCM
160
Covington Capital Management
California
$33K
EWM
161
Endurance Wealth Management
Rhode Island
$33K
BBHC
162
Brown Brothers Harriman & Co
New York
$26K
MFW
163
Mosaic Family Wealth
Missouri
$26K
PCG
164
Private Capital Group
Connecticut
$26K +$25.9K +20 New
AF
165
Allworth Financial
California
$17K
MRCM
166
M&R Capital Management
New Jersey
$15K
JWA
167
JFS Wealth Advisors
Pennsylvania
$13K
ONST
168
Old North State Trust
North Carolina
$13K
CCM
169
Cribstone Capital Management
Maine
$12K
NWM
170
Northwest Wealth Management
Iowa
$10K
WTB
171
Washington Trust Bank
Washington
$9K
FA
172
Fortis Advisors
Pennsylvania
$8K
NSIM
173
North Star Investment Management
Illinois
$5K
RFA
174
Reilly Financial Advisors
California
$4K
WT
175
Whittier Trust
California
$4K