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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2801
Stiles Financial Services
Minnesota
– -$260K -8,601 Closed
SKK
2802
Shepherd Kaplan Krochuk
Massachusetts
– -$254K -8,400 Closed
RWM
2803
RKL Wealth Management
Pennsylvania
– -$250K -8,286 Closed
PTC
2804
Petrus Trust Company
Texas
– -$229K -7,593 Closed
MPW
2805
MGO Private Wealth
California
– -$225K -7,449 Closed
AIA
2806
Alera Investment Advisors
Illinois
– -$218K -7,213 Closed
RFA
2807
RTD Financial Advisors
Pennsylvania
– -$217K -7,175 Closed
NWM
2808
Northwest Wealth Management
Iowa
– -$216K -7,160 Closed
WWA
2809
WCG Wealth Advisors
Nevada
– -$286K -7,082 Closed
RCM
2810
Requisite Capital Management
Texas
– -$213K -7,039 Closed
CNWM
2811
Clay Northam Wealth Management
California
– -$211K -6,984 Closed
CWA
2812
Clarity Wealth Advisors
California
– -$208K -6,896 Closed
SHWM
2813
Smith & Howard Wealth Management
Georgia
– -$208K -6,895 Closed
F
2814
F3Logic
Minnesota
– -$206K -6,827 Closed
ZF
2815
Zhang Financial
Michigan
– -$206K -6,811 Closed
IFA
2816
Index Fund Advisors
California
– -$204K -6,757 Closed
OTPPB
2817
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$203K -6,733 Closed
NB
2818
Northwest Bancshares
Pennsylvania
– -$203K -6,730 Closed
SFO
2819
Standard Family Office
South Dakota
– -$191K -6,337 Closed
EIP
2820
Ellis Investment Partners
Pennsylvania
– -$190K -6,312 Closed
GWSG
2821
GPS Wealth Strategies Group
Colorado
– -$167K -5,525 Closed
BWFA
2822
Baltimore-Washington Financial Advisors
Maryland
– -$299K -5,229 Closed
ODG
2823
O'Dell Group
Ohio
– -$106K -3,512 Closed
ARIS
2824
Advanced Research Investment Solutions
California
– -$87K -2,880 Closed
DBG
2825
De Burlo Group
Massachusetts
– -$85.5K -2,832 Closed
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