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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
2901
Equitec Proprietary Markets
Illinois
– -$189K -4,237 Closed
WWA
2902
WC Walker & Associates
California
– -$202K -4,214 Closed
MWM
2903
Maripau Wealth Management
Indiana
– -$205K -4,185 Closed
AWA
2904
Aquire Wealth Advisors
Utah
– -$131K -2,946 Closed
PMAM
2905
Penn Mutual Asset Management
Pennsylvania
– -$125K -2,820 Closed
TC
2906
TAP Consulting
Missouri
– -$117K -2,633 Closed
PHK
2907
Point72 Hong Kong
Hong Kong
– -$115K -2,545 Closed
BAM
2908
Barrett Asset Management
New York
– -$112K -2,528 Closed
SCM
2909
Sirios Capital Management
Massachusetts
– -$81K -1,818 Closed
BC
2910
Barnett & Company
Tennessee
– -$68K -1,520 Closed
IAG
2911
Investmark Advisory Group
Connecticut
– -$66K -1,500 Closed
SFPG
2912
Stonebridge Financial Planning Group
Florida
– -$64K -1,398 Closed
FPWM
2913
FSB Premier Wealth Management
Iowa
– -$54K -1,219 Closed
CFCI
2914
Comprehensive Financial Consultants Institutional
Indiana
– -$53K -1,189 Closed
RI
2915
Rinkey Investments
California
– -$44K -910 Closed
CSWM
2916
Cassady Schiller Wealth Management
Ohio
– -$39K -867 Closed
TC
2917
Truvestments Capital
Florida
– -$32K -725 Closed
IPW
2918
IronBridge Private Wealth
Texas
– -$23K -521 Closed
AHIA
2919
Andrew Hill Investment Advisors
Florida
– -$19K -445 Closed
CAM
2920
ClariVest Asset Management
California
– -$16K -365 Closed
AWMS
2921
Advocacy Wealth Management Services
Georgia
– -$16K -362 Closed
LD
2922
Lipe & Dalton
New York
– -$12K -278 Closed
DWMG
2923
DB Wealth Management Group
California
– -$10K -230 Closed
MBFW
2924
Morton Brown Family Wealth
Pennsylvania
– -$10K -220 Closed
TLFA
2925
True Link Financial Advisors
California
– -$9K -200 Closed