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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RB
2826
Renasant Bank
Mississippi
– -$329K -7,743 Closed
QC
2827
QCM Cayman
Texas
– -$327K -7,706 Closed
FP
2828
Fiduciary Planning
Florida
– -$315K -7,426 Closed
QCM
2829
Quest Capital Management
Texas
– -$311K -7,333 Closed
CAM
2830
Claret Asset Management
Quebec, Canada
– -$271K -6,390 Closed
PBF
2831
Petix & Botte Financial
California
– -$264K -6,206 Closed
GF
2832
Gries Financial
Ohio
– -$260K -6,120 Closed
SP
2833
SWS Partners
Ohio
– -$255K -6,000 Closed
WIA
2834
World Investment Advisors
California
– -$244K -5,756 Closed
NCM
2835
Northside Capital Management
Oregon
– -$242K -5,705 Closed
BWFA
2836
Baltimore-Washington Financial Advisors
Maryland
– -$240K -5,667 Closed
BBWA
2837
Bell & Brown Wealth Advisors
California
– -$231K -5,441 Closed
FAFN
2838
First Affirmative Financial Network
Colorado
– -$229K -5,387 Closed
WIC
2839
Whitegate Investment Counselors
New Hampshire
– -$225K -5,306 Closed
TPA
2840
Trivium Point Advisory
Connecticut
– -$233K -5,279 Closed
CHP
2841
Cable Hill Partners
Oregon
– -$217K -5,099 Closed
SHWM
2842
Smith & Howard Wealth Management
Georgia
– -$209K -4,921 Closed
WCFA
2843
Walkner Condon Financial Advisors
Wisconsin
– -$208K -4,893 Closed
HI
2844
Human Investing
Oregon
– -$201K -4,727 Closed
JPLA
2845
Joseph P. Lucia & Associates
New York
– -$186K -4,388 Closed
GC
2846
Grace Capital
Massachusetts
– -$185K -4,365 Closed
EA
2847
Ellsworth Advisors
Ohio
– -$166K -3,904 Closed
BMD
2848
Better Money Decisions
New Mexico
– -$158K -3,722 Closed
VNIM
2849
Vaughan Nelson Investment Management
Texas
– -$129K -3,047 Closed
EWA
2850
Evolution Wealth Advisors
Florida
– -$104K -2,459 Closed