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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
2676
Onyx Bridge Wealth Group
New York
– -$249K -7,436 Closed
PIM
2677
Penobscot Investment Management
Massachusetts
– -$230K -7,373 Closed
Financial Engines Advisors
2678
Financial Engines Advisors
California
– -$225K -7,231 Closed
HVM
2679
Harvest Volatility Management
Connecticut
– -$218K -7,009 Closed
SFP
2680
Sandbox Financial Partners
Maryland
– -$217K -6,972 Closed
CTI
2681
Community Trust & Investment
Kentucky
– -$216K -6,934 Closed
BWA
2682
Bordeaux Wealth Advisors
California
– -$215K -6,910 Closed
T
2683
TCWP
Ohio
– -$212K -6,841 Closed
MWPCG
2684
Measured Wealth Private Client Group
New Hampshire
– -$213K -6,827 Closed
ACP
2685
Arcus Capital Partners
Georgia
– -$211K -6,777 Closed
SEP
2686
Southland Equity Partners
Missouri
– -$208K -6,679 Closed
FG
2687
Foster Group
Iowa
– -$208K -6,673 Closed
MWM
2688
Mattern Wealth Management
Kansas
– -$206K -6,614 Closed
UC
2689
Unio Capital
New Jersey
– -$205K -6,600 Closed
JSC
2690
Jackson Square Capital
California
– -$204K -6,538 Closed
SDWMA
2691
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$203K -6,517 Closed
CF
2692
Corrigan Financial
Rhode Island
– -$202K -6,475 Closed
FA
2693
Faithward Advisors
Pennsylvania
– -$201K -6,448 Closed
AWA
2694
AmeriServ Wealth Advisors
Pennsylvania
– -$200K -6,430 Closed
PAM
2695
Peak Asset Management
Colorado
– -$200K -6,430 Closed
SHFP
2696
Second Half Financial Partners
Florida
– -$218K -5,640 Closed
SOW
2697
State of Wyoming
Wyoming
– -$163K -5,237 Closed
SFG
2698
Steward Financial Group
Texas
– -$162K -5,205 Closed
SWM
2699
Scissortail Wealth Management
Oklahoma
– -$215K -4,829 Closed
C
2700
Covestor
United Kingdom
– -$133K -4,297 Closed