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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
2701
Better Money Decisions
New Mexico
– -$108K -3,466 Closed
JPLA
2702
Joseph P. Lucia & Associates
New York
– -$105K -3,363 Closed
AIL
2703
AGF Investments LLC
Ontario, Canada
– -$94K -3,005 Closed
BFG
2704
Baron Financial Group
New Jersey
– -$64.4K -2,068 Closed
AIP
2705
Ahrens Investment Partners
Louisiana
– -$42K -1,339 Closed
MS
2706
Marshall & Sullivan
Washington
– -$35K -1,133 Closed
TCWM
2707
Total Clarity Wealth Management
Illinois
– -$34K -1,100 Closed
AR
2708
Apeiron RIA
Texas
– -$323K -1,036 Closed
AWM
2709
Activest Wealth Management
Florida
– -$30K -955 Closed
GKIM
2710
GW&K Investment Management
Massachusetts
– -$25K -818 Closed
AIA
2711
Arcadia Investment Advisors
Idaho
– -$21.8K -700 Closed
RIM
2712
Rockbridge Investment Management
New York
– -$15.4K -496 Closed
KSWA
2713
Kathleen S. Wright Associates
Pennsylvania
– -$14K -462 Closed
HF
2714
Halpern Financial
Virginia
– -$13.3K -427 Closed
KC
2715
Kenfarb & Co
Kentucky
– -$8K -194 Closed
MBFW
2716
Morton Brown Family Wealth
Pennsylvania
– -$6K -181 Closed
CPFP
2717
Clear Perspectives Financial Planning
Ohio
– -$6K -179 Closed
EC
2718
Elequin Capital
New York
– -$1K -32 Closed
SFCL
2719
Strengthening Families & Communities LLC
Massachusetts
– +$134 +4 New
FCAS
2720
First Command Advisory Services
Texas
– +$50.1K +1,500 New
105 106 107 108
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