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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
151
First Hawaiian Bank
Hawaii
$252K
NA
152
NewEdge Advisors
Louisiana
$252K -$262K -221 -49%
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$252K
CPIG
154
Chicago Partners Investment Group
Illinois
$244K +$2.37K +2 +1%
AMIM
155
Aull & Monroe Investment Management
Alabama
$244K
PCS
156
Personal CFO Solutions
New Jersey
$232K -$5.93K -5 -2%
Cohen & Steers
157
Cohen & Steers
New York
$232K
SGK
158
Steigerwald Gordon & Koch
Virginia
$232K
KFS
159
Kaizen Financial Strategies
California
$230K +$224K +189 New
Nuveen
160
Nuveen
North Carolina
$224K
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$219K +$224K +189 New
NFC
162
Northeast Financial Consultants
Connecticut
$213K -$109K -92 -33%
SA
163
Strategic Advisors
New York
$209K +$1.19K +1 +0.6%
UIA
164
Ulland Investment Advisors
Minnesota
$184K +$188K +159 New
ASN
165
Advisory Services Network
Georgia
$171K +$174K +147 New
HCM
166
Hollencrest Capital Management
California
$162K +$166K +140 New
BC
167
Burleson & Co
California
$151K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$143K +$79.4K +67 +120%
BBHC
169
Brown Brothers Harriman & Co
New York
$122K
FCA
170
FinTrust Capital Advisors
South Carolina
$109K
IAS
171
IMA Advisory Services
Colorado
$98.6K
R
172
Rebalance
California
$91.6K +$93.7K +79 New
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$75.4K +$77.1K +65 New
PTC
174
Private Trust Company
Ohio
$72K
Barclays
175
Barclays
United Kingdom
$66.1K +$67.6K +57 New