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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
CCG Wealth Management
California
– -$320K -9,665 Closed
BA
2752
Bluesphere Advisors
Pennsylvania
– -$309K -9,340 Closed
MIAS
2753
Mason Investment Advisory Services
Virginia
– -$306K -9,237 Closed
CS
2754
Capital Square
Tennessee
– -$305K -9,205 Closed
SWIM
2755
Smallwood Wealth Investment Management
New Jersey
– -$301K -9,086 Closed
GHA
2756
GW Henssler & Associates
Georgia
– -$297K -8,953 Closed
SAM
2757
Security Asset Management
New York
– -$296K -8,952 Closed
FH
2758
FWG Holdings
Florida
– -$286K -8,625 Closed
EAM
2759
Empirical Asset Management
Massachusetts
– -$222K -8,352 Closed
TIA
2760
Tandem Investment Advisors
South Carolina
– -$276K -8,348 Closed
VPP
2761
Vertex Planning Partners
Illinois
– -$264K -7,956 Closed
CCFCSB
2762
Cape Cod Five Cents Savings Bank
Massachusetts
– -$263K -7,944 Closed
MC
2763
Maverick Capital
Texas
– -$260K -7,864 Closed
RCA
2764
Resonant Capital Advisors
Wisconsin
– -$255K -7,710 Closed
AIP
2765
Almanack Investment Partners
Pennsylvania
– -$254K -7,671 Closed
HPM
2766
Hoxton Planning & Management
West Virginia
– -$250K -7,556 Closed
AIA
2767
Acute Investment Advisory
Arizona
– -$248K -7,498 Closed
VBFG
2768
Vishria Bird Financial Group
Tennessee
– -$247K -7,473 Closed
ACA
2769
Ackerman Capital Advisors
Texas
– -$243K -7,333 Closed
FAFN
2770
First Affirmative Financial Network
Colorado
– -$242K -7,294 Closed
FA
2771
Fermata Advisors
California
– -$239K -7,207 Closed
WCWM
2772
Willow Creek Wealth Management
California
– -$238K -7,189 Closed
DWA
2773
Douglass Winthrop Advisors
New York
– -$236K -7,140 Closed
CTFG
2774
Capstone Triton Financial Group
Oklahoma
– -$236K -7,111 Closed
HFAS
2775
Hummer Financial Advisory Services
Illinois
– -$232K -7,017 Closed
109 110
111
112 113