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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2701
Houlihan Financial Resource Group
Virginia
– -$642K -22,460 Closed
MYIA
2702
Mount Yale Investment Advisors
Colorado
– -$641K -22,412 Closed
CAM
2703
Congress Asset Management
Massachusetts
– -$600K -20,969 Closed
HH
2704
HWG Holdings
Texas
– -$578K -20,195 Closed
PCH
2705
PGIM Custom Harvest
New Jersey
– -$576K -20,134 Closed
MFS
2706
Monetta Financial Services
Illinois
– -$572K -20,000 Closed
HHGA
2707
Halbert Hargrove Global Advisors
California
– -$559K -19,556 Closed
SCM
2708
Stevens Capital Management
Pennsylvania
– -$531K -18,580 Closed
GAM
2709
Grandview Asset Management
Pennsylvania
– -$529K -18,508 Closed
MLA
2710
My Legacy Advisors
Oregon
– -$481K -17,229 Closed
MM
2711
MQS Management
New York
– -$483K -16,884 Closed
FFG
2712
Frisch Financial Group
New York
– -$473K -16,554 Closed
FNBOH
2713
First National Bank of Hutchinson
Kansas
– -$468K -16,370 Closed
OWM
2714
OneAscent Wealth Management
Alabama
– -$453K -15,844 Closed
FRM
2715
Fox Run Management
Connecticut
– -$442K -15,445 Closed
BCM
2716
Basso Capital Management
Connecticut
– -$435K -15,200 Closed
SM
2717
Sciencast Management
New Jersey
– -$399K -14,800 Closed
BWM
2718
BCS Wealth Management
Tennessee
– -$411K -14,365 Closed
JWM
2719
Jessup Wealth Management
Ohio
– -$409K -14,307 Closed
GCMG
2720
Gyroscope Capital Management Group
Florida
– -$401K -14,029 Closed
PTC
2721
Petrus Trust Company
Texas
– -$400K -13,983 Closed
CC
2722
Corton Capital
Ontario, Canada
– -$378K -13,201 Closed
FCAS
2723
First Command Advisory Services
Texas
– -$362K -12,650 Closed
TFG
2724
Tilson Financial Group
New Jersey
– -$347K -12,141 Closed
CWA
2725
Centennial Wealth Advisory
Michigan
– -$345K -12,077 Closed
107 108
109
110 111