CUSIP 060505815
BANK OF AME 4.9561 PFD
6 institutions · $819.1K total · 38,398 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Atlas Wealth LLC | 18,303 | $445.7K | 47.66% | 2024-09-30 |
| 2 | WFA of San Diego, LLC | 14,930 | $273.2K | 38.88% | 2023-03-31 |
| 3 | ORG Partners LLC | 4,000 | $75.4K | 10.41% | 2025-12-31 |
| 4 | Highlander Capital Management, LLC | 750 | $17.7K | 1.95% | 2024-03-31 |
| 5 | PNC Financial Services Group, Inc. | 356 | $7.1K | 0.92% | 2023-12-31 |
| 6 | JAMES INVESTMENT RESEARCH INC | 59 | $1 | 0.15% | 2023-06-30 |