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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$551K -$140K -113 -20%
JIC
152
JRM Investment Counsel
Nebraska
$549K -$7.42K -6 -1%
RBFC
153
Roman Butler Fullerton & Co
Missouri
$542K
RIL
154
Rothschild Investment LLC
Illinois
$541K +$217K +175 +63%
IAS
155
Insigneo Advisory Services
Florida
$535K -$8.66K -7 -2%
HF
156
HRT Financial
New York
$532K +$553K +447 New
SG Americas Securities
157
SG Americas Securities
New York
$512K
SFS
158
Sowell Financial Services
Arkansas
$502K
CPIG
159
Chicago Partners Investment Group
Illinois
$494K +$3.71K +3 +0.8%
1L
160
10Elms LLP
Oklahoma
$490K +$501K +405 +6,750%
ASC
161
Ares Systematic Credit
$486K +$505K +408 New
DWP
162
Daymark Wealth Partners
Ohio
$474K +$45.8K +37 +10%
MCM
163
Marathon Capital Management
Maryland
$465K
USCWA
164
U.S. Capital Wealth Advisors
Texas
$459K
IWC
165
Integrated Wealth Concepts
Massachusetts
$459K +$24.7K +20 +5%
PWSG
166
Pacific Wealth Strategies Group
California
$442K
CF
167
Centaurus Financial
California
$434K +$1.24K +1 +0.3%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$430K +$126K +102 +39%
Cerity Partners
169
Cerity Partners
New York
$427K +$214K +173 +93%
IRM
170
Income Research & Management
Massachusetts
$423K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$413K -$168K -136 -28%
SWA
172
Sax Wealth Advisors
New Jersey
$413K
CAC
173
Certified Advisory Corp
Florida
$412K -$35.9K -29 -8%
TWM
174
TCFG Wealth Management
California
$405K
TIA
175
TCFG Investment Advisors
California
$405K +$421K +340 New