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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
BTC
201
Bank & Trust Company
Illinois
$228K +$225K +191 New
Jane Street
202
Jane Street
New York
$222K -$2.17M -1,847 -91%
NAS
203
NWF Advisory Services
California
$220K
PWM
204
Perigon Wealth Management
California
$215K
TW
205
Transform Wealth
Colorado
$215K
RTC
206
Riverview Trust Company
Washington
$208K
OWP
207
Obermeyer Wealth Partners
Colorado
$206K
RBC
208
Romano Brothers & Co
Illinois
$203K
WLPWM
209
Walled Lake Planning & Wealth Management
Illinois
$203K
V
210
ValueWorks
New York
$201K
HCM
211
Hollencrest Capital Management
California
$167K
EWA
212
EP Wealth Advisors
California
$136K +$3.53K +3 +3%
BBHC
213
Brown Brothers Harriman & Co
New York
$126K
AF
214
Allworth Financial
California
$113K
FCA
215
FinTrust Capital Advisors
South Carolina
$112K
UIA
216
Ulland Investment Advisors
Minnesota
$112K -$78.9K -67 -42%
PTC
217
Private Trust Company
Ohio
$110K
WCAMG
218
Woodard & Company Asset Management Group
North Carolina
$94.5K +$93K +79 New
Barclays
219
Barclays
United Kingdom
$81.3K -$509K -432 -86%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$67K
PS
221
Principal Securities
Iowa
$63.4K -$5.89K -5 -9%
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$60.9K
SA
223
SRH Advisors
Kansas
$59.8K
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.8K
LCM
225
Logan Capital Management
Pennsylvania
$52.7K