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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2726
Almanack Investment Partners
Pennsylvania
– -$222K -7,736 Closed
OFG
2727
Oxford Financial Group
Indiana
– -$219K -7,619 Closed
WCG
2728
Weaver Consulting Group
California
– -$217K -7,554 Closed
JF
2729
JSF Financial
California
– -$217K -7,548 Closed
WCFA
2730
Walkner Condon Financial Advisors
Wisconsin
– -$215K -7,489 Closed
TC
2731
Trilogy Capital
California
– -$237K -7,409 Closed
IP
2732
Investment Partners
Ohio
– -$212K -7,396 Closed
WWC
2733
Waypoint Wealth Counsel
Georgia
– -$212K -7,376 Closed
NSB
2734
Norway Savings Bank
Maine
– -$211K -7,364 Closed
FOA
2735
Five Oceans Advisors
California
– -$210K -7,318 Closed
IIM
2736
Ironwood Investment Management
Massachusetts
– -$208K -7,265 Closed
PS
2737
Planned Solutions
California
– -$208K -7,237 Closed
BA
2738
Ballast Advisors
Minnesota
– -$207K -7,232 Closed
SL
2739
Sentry LLC
Tennessee
– -$207K -7,231 Closed
EIA
2740
Edgemoor Investment Advisors
Maryland
– -$207K -7,223 Closed
IFO
2741
Independent Family Office
New York
– -$207K -7,219 Closed
MPCG
2742
Matrix Private Capital Group
New York
– -$207K -7,216 Closed
NCM
2743
Nelson Capital Management
California
– -$207K -7,200 Closed
GIP
2744
Granite Investment Partners
California
– -$206K -7,171 Closed
SCA
2745
Sandy Cove Advisors
Massachusetts
– -$205K -7,136 Closed
HFAS
2746
Hummer Financial Advisory Services
Illinois
– -$203K -7,092 Closed
CF
2747
Clarity Financial
Texas
– -$203K -7,080 Closed
MWM
2748
Maltin Wealth Management
New Jersey
– -$203K -7,080 Closed
WCWM
2749
Willow Creek Wealth Management
California
– -$202K -7,032 Closed
B
2750
Barings
North Carolina
– -$202K -7,029 Closed
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