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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2726
American Money Management
California
– -$300K -7,279 Closed
AWA
2727
Amplius Wealth Advisors
Pennsylvania
– -$293K -7,132 Closed
DOA
2728
D'Orazio & Associates
Virginia
– -$292K -7,088 Closed
SFG
2729
StrategIQ Financial Group
Indiana
– -$291K -7,049 Closed
FSA
2730
Financial Sense Advisors
California
– -$288K -6,997 Closed
WFA
2731
Wipfli Financial Advisors
Wisconsin
– -$288K -6,983 Closed
DI
2732
DFPG Investments
Utah
– -$271K -6,966 Closed
MS
2733
Madden Securities
Texas
– -$285K -6,912 Closed
CIM
2734
Contravisory Investment Management
Massachusetts
– -$284K -6,880 Closed
GHA
2735
GW Henssler & Associates
Georgia
– -$284K -6,878 Closed
CC
2736
Cypress Capital
Tennessee
– -$283K -6,855 Closed
NPF
2737
Norris Perne & French
Michigan
– -$272K -6,610 Closed
AAIM
2738
Asset Advisors Investment Management
Georgia
– -$272K -6,605 Closed
BRC
2739
Bell Rock Capital
Delaware
– -$258K -6,588 Closed
PFC
2740
Phocas Financial Corp
California
– -$271K -6,580 Closed
PCI
2741
Planning Center Inc
Illinois
– -$270K -6,557 Closed
WA
2742
WP Advisors
California
– -$267K -6,478 Closed
SCA
2743
Scott Capital Advisors
Oregon
– -$264K -6,407 Closed
ISB
2744
Iowa State Bank
Iowa
– -$264K -6,394 Closed
C
2745
Certuity
Florida
– -$263K -6,378 Closed
VBWMG
2746
Von Berge Wealth Management Group
California
– -$238K -6,337 Closed
SHWM
2747
Silicon Hills Wealth Management
Texas
– -$260K -6,308 Closed
SCA
2748
Southern Capital Advisors
Tennessee
– -$260K -6,301 Closed
RRWA
2749
Rainey & Randall Wealth Advisors
Florida
– -$259K -6,288 Closed
MFS
2750
Madrona Financial Services
Washington
– -$247K -6,262 Closed
108 109
110
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