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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
2851
Kalos Management
Georgia
– -$202K -4,921 Closed
TF
2852
TRH Financial
Iowa
– -$202K -4,905 Closed
AWM
2853
Aevitas Wealth Management
Massachusetts
– -$202K -4,903 Closed
SIAG
2854
Signet Investment Advisory Group
Rhode Island
– -$202K -4,900 Closed
TRIA
2855
Trail Ridge Investment Advisors
Colorado
– -$202K -4,897 Closed
BWM
2856
Brickley Wealth Management
California
– -$200K -4,860 Closed
WFA
2857
Wellspring Financial Advisors
Ohio
– -$134K -3,241 Closed
AW
2858
Alaethes Wealth
Nevada
– -$123K -2,987 Closed
CI
2859
Carroll Investors
South Carolina
– -$115K -2,800 Closed
RCA
2860
Riverview Capital Advisers
Massachusetts
– -$112K -2,727 Closed
TVWM
2861
Tower View Wealth Management
Wisconsin
– -$103K -2,500 Closed
EIM
2862
Essex Investment Management
Massachusetts
– -$95K -2,295 Closed
SPWM
2863
Spartan Planning & Wealth Management
North Carolina
– -$73.3K -2,035 -100%
SCA
2864
Sandy Cove Advisors
Massachusetts
– -$72K -1,758 Closed
AWM
2865
Avondale Wealth Management
Texas
– -$72K -1,750 Closed
MAM
2866
McCarthy Asset Management
California
– -$58K -1,419 Closed
SFG
2867
Sage Financial Group
Pennsylvania
– -$45K -1,096 Closed
RCA
2868
Reitz Capital Advisors
Michigan
– -$38K -930 Closed
CI
2869
Cordant Inc
Oregon
– -$24K -575 Closed
FPFS
2870
First Personal Financial Services
North Carolina
– -$18K -500 -99%
ICM
2871
Islay Capital Management
Texas
– -$12K -285 Closed
LWMNY
2872
Landmark Wealth Management (New York)
New York
– -$266 -266 Closed
CAGAS
2873
Capital Advisory Group Advisory Services
Minnesota
– -$9K -220 Closed
RCM
2874
Ravenstone Capital Management
– -$4.74K -115 Closed
CSIA
2875
Conrad Siegel Investment Advisors
Pennsylvania
– -$4K -100 Closed
112 113 114
115
116