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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2851
Aevitas Wealth Management
Massachusetts
– -$202K -4,903 Closed
SIAG
2852
Signet Investment Advisory Group
Rhode Island
– -$202K -4,900 Closed
TRIA
2853
Trail Ridge Investment Advisors
Colorado
– -$202K -4,897 Closed
BWM
2854
Brickley Wealth Management
California
– -$200K -4,860 Closed
WFA
2855
Wellspring Financial Advisors
Ohio
– -$134K -3,241 Closed
AW
2856
Alaethes Wealth
Nevada
– -$123K -2,987 Closed
CI
2857
Carroll Investors
South Carolina
– -$115K -2,800 Closed
RCA
2858
Riverview Capital Advisers
Massachusetts
– -$112K -2,727 Closed
TVWM
2859
Tower View Wealth Management
Wisconsin
– -$103K -2,500 Closed
EIM
2860
Essex Investment Management
Massachusetts
– -$95K -2,295 Closed
SPWM
2861
Spartan Planning & Wealth Management
North Carolina
– -$73.3K -2,035 -100%
SCA
2862
Sandy Cove Advisors
Massachusetts
– -$72K -1,758 Closed
AWM
2863
Avondale Wealth Management
Texas
– -$72K -1,750 Closed
MAM
2864
McCarthy Asset Management
California
– -$58K -1,419 Closed
SFG
2865
Sage Financial Group
Pennsylvania
– -$45K -1,096 Closed
RCA
2866
Reitz Capital Advisors
Michigan
– -$38K -930 Closed
CTC (Chicago Trading Company)
2867
CTC (Chicago Trading Company)
Illinois
– -$22.2K -616 Closed
CI
2868
Cordant Inc
Oregon
– -$24K -575 Closed
FPFS
2869
First Personal Financial Services
North Carolina
– -$18K -500 -99%
ICM
2870
Islay Capital Management
Texas
– -$12K -285 Closed
CAGAS
2871
Capital Advisory Group Advisory Services
Minnesota
– -$9K -220 Closed
RCM
2872
Ravenstone Capital Management
– -$4.74K -115 Closed
CSIA
2873
Conrad Siegel Investment Advisors
Pennsylvania
– -$4K -100 Closed
GIA
2874
Goodwin Investment Advisory
Georgia
– -$4K -100 Closed
DB
2875
Dravo Bay
Delaware
– -$2.31K -56 Closed