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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
2801
Principal Street Partners
Tennessee
– -$225K -5,470 Closed
1WM
2802
1900 Wealth Management
Texas
– -$225K -5,461 Closed
NSAM
2803
North Star Asset Management
Wisconsin
– -$225K -5,461 Closed
BWFA
2804
Baltimore-Washington Financial Advisors
Maryland
– -$210K -5,451 Closed
TFF
2805
The Family Firm
Maryland
– -$224K -5,425 Closed
CAP
2806
Columbia Advisory Partners
Washington
– -$223K -5,421 Closed
RCI
2807
RS Crum Inc
California
– -$223K -5,400 Closed
RGC
2808
Roberts, Glore & Co
Illinois
– -$222K -5,387 Closed
PFC
2809
Poplar Forest Capital
California
– -$222K -5,380 Closed
JCM
2810
Jag Capital Management
Missouri
– -$207K -5,361 Closed
NIM
2811
Nexus Investment Management
Ontario, Canada
– -$221K -5,350 Closed
BWP
2812
BSW Wealth Partners
Colorado
– -$220K -5,348 Closed
PBF
2813
Petix & Botte Financial
California
– -$220K -5,328 Closed
UWM
2814
USAdvisors Wealth Management
Minnesota
– -$219K -5,324 Closed
HFS
2815
Horizon Financial Services
North Carolina
– -$219K -5,321 Closed
SDH
2816
Sloy Dahl & Holst
Washington
– -$218K -5,296 Closed
LP
2817
LGL Partners
Pennsylvania
– -$218K -5,290 Closed
JF
2818
JSF Financial
California
– -$218K -5,280 Closed
RWM
2819
RBA Wealth Management
California
– -$217K -5,261 Closed
WA
2820
Wealthstream Advisors
New York
– -$217K -5,258 Closed
CC
2821
Commons Capital
Massachusetts
– -$215K -5,219 Closed
WFA
2822
WMG Financial Advisors
Tennessee
– -$215K -5,212 Closed
WH
2823
Willner & Heller
California
– -$231K -5,195 Closed
FAN
2824
Financial Advisors Network
California
– -$214K -5,181 Closed
NCM
2825
Noesis Capital Mangement
Florida
– -$213K -5,172 Closed
111 112
113
114 115