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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2751
Aspire Wealth Management
Massachusetts
– -$218K -7,611 Closed
CPA
2752
Cardiff Park Advisors
California
– -$217K -7,586 Closed
IFS
2753
Ifrah Financial Services
Arkansas
– -$216K -7,567 Closed
CFO
2754
Collective Family Office
Pennsylvania
– -$214K -7,478 Closed
RAM
2755
Readystate Asset Management
Illinois
– -$212K -7,418 Closed
MFG
2756
Monte Financial Group
Connecticut
– -$209K -7,324 Closed
DBIA
2757
Dumont & Blake Investment Advisors
New Jersey
– -$209K -7,290 Closed
IAG
2758
Investment Advisory Group
Massachusetts
– -$208K -7,264 Closed
TBC
2759
Ted Buchan & Co
California
– -$207K -7,250 Closed
HAIM
2760
Hunter Associates Investment Management
Pennsylvania
– -$205K -7,223 Closed
MCA
2761
Magnolia Capital Advisors
Mississippi
– -$202K -7,069 Closed
RCM
2762
Radnor Capital Management
Pennsylvania
– -$202K -7,055 Closed
SFM
2763
Spartan Fund Management
Canada
– -$180K -6,300 Closed
FA
2764
Fortis Advisors
Pennsylvania
– -$172K -6,000 Closed
MWC
2765
MBM Wealth Consultants
Missouri
– -$84K -3,006 Closed
CA
2766
Claar Advisors
New York
– -$85.8K -3,000 Closed
ST
2767
Sageworth Trust
Pennsylvania
– -$62.3K -2,179 Closed
QL
2768
Quarry LP
New York
– -$37K -1,295 Closed
SC
2769
Schubert & Co
Texas
– -$36.6K -1,278 Closed
GFWA
2770
Grey Fox Wealth Advisors
Delaware
– -$36.1K -1,261 Closed
KIG
2771
Kessler Investment Group
Indiana
– -$25.7K -900 Closed
MFA
2772
McClarren Financial Advisors
Pennsylvania
– -$23K -821 Closed
DCM
2773
Disciplina Capital Management
Tennessee
– -$21.1K -737 Closed
BA
2774
Bellwether Advisors
Nebraska
– -$20.6K -720 Closed
EI
2775
Ellevest Inc
New York
– -$16.5K -577 Closed