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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Focused Wealth Management
New York
$35.2K
Franklin Resources
202
Franklin Resources
California
$35.2K
Millennium Management
203
Millennium Management
New York
$31.4K +$31.6M +27,000 New
Bessemer Group
204
Bessemer Group
New Jersey
$29K
EWM
205
Endurance Wealth Management
Rhode Island
$29K
TPCW
206
TD Private Client Wealth
New York
$25.8K -$2.34K -2 -8%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$25.8K
JWA
208
JFS Wealth Advisors
Pennsylvania
$23.4K
GA
209
GoalVest Advisory
New York
$22.3K +$22.3K +19 New
DJSG
210
D.J. St. Germain
Massachusetts
$19.9K +$19.9K +17 New
CB
211
CNB Bank
Pennsylvania
$14.1K
MRCM
212
M&R Capital Management
New Jersey
$14.1K
MCM
213
Manchester Capital Management
Vermont
$11.7K
FSWA
214
Financial Synergies Wealth Advisors
Texas
$10.5K +$10.5K +9 New
LSA
215
Lansing Street Advisors
Pennsylvania
$7.46K
AFS
216
Annapolis Financial Services
Maryland
$5.86K +$5.86K +5 New
HNB
217
Huntington National Bank
Ohio
$5.86K -$3.52K -3 -38%
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$5.86K
GEA
219
Glen Eagle Advisors
New Jersey
$4.69K
CIAS
220
Capital Investment Advisory Services
North Carolina
$4.69K
NSIM
221
North Star Investment Management
Illinois
$4.69K
CT
222
Caldwell Trust
Florida
$4.68K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$2.38K
AF
224
Advisornet Financial
Minnesota
$2.34K
BCMLT
225
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K