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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2826
PRW Wealth Management
Massachusetts
-$201K -6,073 Closed
WA
2827
WP Advisors
California
-$201K -6,069 Closed
CPA
2828
Capital Performance Advisors
California
-$201K -6,058 Closed
MCIA
2829
Mountain Capital Investment Advisors
Colorado
-$205K -6,005 Closed
OWA
2830
One Wealth Advisors
California
-$198K -5,975 Closed
TWA
2831
Tandem Wealth Advisors
Arizona
-$185K -5,582 Closed
SC
2832
Seldon Capital
California
-$182K -5,502 Closed
DWP
2833
Destiny Wealth Partners
Florida
-$132K -3,976 Closed
PWS
2834
Paragon Wealth Strategies
Florida
-$93.4K -2,821 Closed
LWP
2835
Laurel Wealth Planning
Minnesota
-$66.9K -2,021 Closed
MUMSS
2836
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$50K -1,500 Closed
KI
2837
Kapitalo Investimentos
Brazil
-$47.8K -1,442 Closed
ACM
2838
AUA Capital Management
Pennsylvania
-$44.3K -1,338 Closed
EA
2839
Emerald Advisers
Pennsylvania
-$39.7K -1,200 Closed
MSCM
2840
McElhenny Sheffield Capital Management
Texas
-$37.7K -1,139 Closed
MS
2841
Marshall & Sullivan
Washington
-$37.5K -1,133 Closed
WR
2842
WD Rutherford
Oregon
-$36.1K -1,090 Closed
AWM
2843
Avondale Wealth Management
Texas
-$33K -1,000 Closed
LS
2844
Leelyn Smith
Illinois
-$24K -725 Closed
WA
2845
Win Advisors
Florida
-$23.3K -702 Closed
MS
2846
Madden Securities
Texas
-$20.3K -612 Closed
WI
2847
WJ Interests
Texas
-$17.3K -521 Closed
CYG
2848
Clean Yield Group
Vermont
-$15.7K -474 Closed
AF
2849
Affiance Financial
Minnesota
-$14.2K -430 Closed
Q
2850
QVR
California
-$13.9K -421 Closed