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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
2776
Lorne Steinberg Wealth Management
Canada
– -$231K -6,977 Closed
SAMC
2777
Spectrum Asset Management (California)
California
– -$231K -6,966 Closed
IIA
2778
Integral Investment Advisors
California
– -$226K -6,832 Closed
MWA
2779
Motive Wealth Advisors
Michigan
– -$226K -6,817 Closed
AWP
2780
Abacus Wealth Partners
California
– -$226K -6,810 Closed
WAM
2781
Winslow Asset Management
Ohio
– -$225K -6,780 Closed
UAS
2782
United Asset Strategies
New York
– -$224K -6,776 Closed
SIAP
2783
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$224K -6,759 Closed
STB
2784
S&T Bank
Pennsylvania
– -$223K -6,733 Closed
RBCM
2785
Raub Brock Capital Management
California
– -$222K -6,700 Closed
RMCM
2786
Reynders McVeigh Capital Management
Massachusetts
– -$222K -6,691 Closed
OAM
2787
Occidental Asset Management
California
– -$220K -6,641 Closed
SFG
2788
StrategIQ Financial Group
Indiana
– -$218K -6,593 Closed
OWA
2789
Opal Wealth Advisors
New York
– -$217K -6,561 Closed
BC
2790
Brio Consultants
California
– -$216K -6,531 Closed
SFP
2791
Sandbox Financial Partners
Maryland
– -$216K -6,525 Closed
SOS
2792
Silver Oak Securities
Tennessee
– -$215K -6,504 Closed
RPG
2793
Resource Planning Group
Georgia
– -$215K -6,491 Closed
AMM
2794
American Money Management
California
– -$215K -6,487 Closed
UWM
2795
USAdvisors Wealth Management
Minnesota
– -$214K -6,473 Closed
ACP
2796
Arcus Capital Partners
Georgia
– -$214K -6,471 Closed
AWM
2797
Affinity Wealth Management
Delaware
– -$214K -6,452 Closed
AWA
2798
AmeriServ Wealth Advisors
Pennsylvania
– -$213K -6,430 Closed
PAM
2799
Peak Asset Management
Colorado
– -$213K -6,430 Closed
SCA
2800
Scott Capital Advisors
Oregon
– -$211K -6,382 Closed
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112
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