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

Bank of America Series L

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$225K
NCM
202
Northside Capital Management
Oregon
$224K
NAS
203
NWF Advisory Services
California
$223K +$217K +184 New
BTC
204
Bank & Trust Company
Illinois
$221K
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$218K +$212K +180 New
PWM
206
Perigon Wealth Management
California
$215K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$211K -$70.8K -60 -26%
RTC
208
Riverview Trust Company
Washington
$211K
OWP
209
Obermeyer Wealth Partners
Colorado
$209K
RBC
210
Romano Brothers & Co
Illinois
$206K
WLPWM
211
Walled Lake Planning & Wealth Management
Illinois
$206K
MMA
212
Miracle Mile Advisors
California
$205K +$199K +169 New
Corient Private Wealth
213
Corient Private Wealth
Florida
$203K -$96.7K -82 -44%
Millennium Management
214
Millennium Management
New York
$197K +$193M +164,000 New
HCM
215
Hollencrest Capital Management
California
$170K
AC
216
AlphaCore Capital
California
$160K -$42.5K -36 -21%
WSFS
217
Wilmington Savings Fund Society
Delaware
$141K
IA
218
IFP Advisors
Florida
$123K -$68.4K -58 -36%
PTC
219
Private Trust Company
Ohio
$119K
AF
220
Allworth Financial
California
$113K
MCM
221
MAI Capital Management
Ohio
$106K
BBHC
222
Brown Brothers Harriman & Co
New York
$103K
IAS
223
IMA Advisory Services
Colorado
$103K
RF
224
Rossby Financial
Florida
$91K -$10.6K -9 -11%
CA
225
CoreCap Advisors
Michigan
$91K +$2.36K +2 +3%