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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2776
Compass Financial Advisors
Indiana
– -$232K -7,006 Closed
MCWS
2777
McKinley Carter Wealth Services
West Virginia
– -$231K -6,978 Closed
LSWM
2778
Lorne Steinberg Wealth Management
Canada
– -$231K -6,977 Closed
SAMC
2779
Spectrum Asset Management (California)
California
– -$231K -6,966 Closed
IIA
2780
Integral Investment Advisors
California
– -$226K -6,832 Closed
MWA
2781
Motive Wealth Advisors
Michigan
– -$226K -6,817 Closed
AWP
2782
Abacus Wealth Partners
California
– -$226K -6,810 Closed
WAM
2783
Winslow Asset Management
Ohio
– -$225K -6,780 Closed
UAS
2784
United Asset Strategies
New York
– -$224K -6,776 Closed
SIAP
2785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$224K -6,759 Closed
STB
2786
S&T Bank
Pennsylvania
– -$223K -6,733 Closed
RBCM
2787
Raub Brock Capital Management
California
– -$222K -6,700 Closed
RMCM
2788
Reynders McVeigh Capital Management
Massachusetts
– -$222K -6,691 Closed
OAM
2789
Occidental Asset Management
California
– -$220K -6,641 Closed
SFG
2790
StrategIQ Financial Group
Indiana
– -$218K -6,593 Closed
OWA
2791
Opal Wealth Advisors
New York
– -$217K -6,561 Closed
BC
2792
Brio Consultants
California
– -$216K -6,531 Closed
SFP
2793
Sandbox Financial Partners
Maryland
– -$216K -6,525 Closed
SOS
2794
Silver Oak Securities
Tennessee
– -$215K -6,504 Closed
RPG
2795
Resource Planning Group
Georgia
– -$215K -6,491 Closed
AMM
2796
American Money Management
California
– -$215K -6,487 Closed
UWM
2797
USAdvisors Wealth Management
Minnesota
– -$214K -6,473 Closed
ACP
2798
Arcus Capital Partners
Georgia
– -$214K -6,471 Closed
AWM
2799
Affinity Wealth Management
Delaware
– -$214K -6,452 Closed
AWA
2800
AmeriServ Wealth Advisors
Pennsylvania
– -$213K -6,430 Closed
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