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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2801
Jackson Square Capital
California
– -$211K -6,379 Closed
PCI
2802
Planning Center Inc
Illinois
– -$211K -6,366 Closed
MWP
2803
Meridian Wealth Partners
Pennsylvania
– -$211K -6,356 Closed
HCM
2804
Hengehold Capital Management
Ohio
– -$210K -6,355 Closed
MTC
2805
McDaniel Terry & Co
Texas
– -$210K -6,342 Closed
PAS
2806
Professional Advisory Services
Florida
– -$210K -6,342 Closed
MWM
2807
Mattern Wealth Management
Kansas
– -$210K -6,336 Closed
CFG
2808
Cooper Financial Group
California
– -$209K -6,306 Closed
RCM
2809
Rain Capital Management
Oregon
– -$209K -6,297 Closed
LP
2810
LGL Partners
Pennsylvania
– -$208K -6,282 Closed
SEP
2811
Southland Equity Partners
Missouri
– -$207K -6,255 Closed
GWM
2812
Gray Wealth Management
Maine
– -$207K -6,245 Closed
AW
2813
Atlas Wealth
Ohio
– -$207K -6,241 Closed
DP
2814
DDD Partners
Washington
– -$207K -6,240 Closed
IPW
2815
Intergy Private Wealth
Colorado
– -$206K -6,229 Closed
PEA
2816
Park Edge Advisors
Ohio
– -$206K -6,215 Closed
PIA
2817
Pinion Investment Advisors
Kansas
– -$206K -6,212 Closed
MHWM
2818
Montz Harcus Wealth Management
Louisiana
– -$205K -6,199 Closed
NA
2819
Nottingham Advisors
New York
– -$205K -6,180 Closed
XS
2820
XR Securities
Illinois
– -$203K -6,152 Closed
MAM
2821
Morse Asset Management
Connecticut
– -$204K -6,150 Closed
PFC
2822
Phocas Financial Corp
California
– -$203K -6,140 Closed
AIM
2823
AHL Investment Management
Florida
– -$203K -6,121 Closed
SCA
2824
Sandy Cove Advisors
Massachusetts
– -$202K -6,100 Closed
SCA
2825
Southern Capital Advisors
Tennessee
– -$201K -6,079 Closed
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