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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
2926
James Hambro & Partners
United Kingdom
– -$442K -16,147 Closed
WRPWM
2927
Werba Rubin Papier Wealth Management
California
– -$422K -15,414 Closed
HWM
2928
Horizon Wealth Management
Illinois
– -$412K -15,035 Closed
RA
2929
Rational Advisors
New York
– -$383K -13,993 Closed
ESCM
2930
Echo Street Capital Management
New York
– -$377K -13,781 Closed
EL
2931
EMFO LLC
Florida
– -$356K -13,000 Closed
ZIMP
2932
Zimmermann Investment Management & Planning
Pennsylvania
– -$355K -12,960 Closed
GAG
2933
Goodman Advisory Group
Massachusetts
– -$352K -12,863 Closed
CCFM
2934
Clear Creek Financial Management
Washington
– -$337K -12,305 Closed
AFA
2935
Alpha Financial Advisors
North Carolina
– -$331K -12,103 Closed
AFT
2936
Alpha Family Trust
California
– -$328K -11,970 Closed
SIA
2937
SkyView Investment Advisors
New Jersey
– -$318K -11,630 Closed
SFO
2938
Stokes Family Office
Louisiana
– -$316K -11,551 Closed
AHB
2939
Abner Herrman & Brock
New Jersey
– -$315K -11,507 Closed
BWP
2940
Balboa Wealth Partners
Arizona
– -$305K -11,143 Closed
TWM
2941
Tanager Wealth Management
United Kingdom
– -$296K -10,829 Closed
RCA
2942
Ranch Capital Advisors
Florida
– -$296K -10,826 Closed
TA
2943
Trellis Advisors
Washington
– -$285K -10,402 Closed
BDWCC
2944
B&D White Capital Company
Texas
– -$282K -10,300 Closed
TNAM
2945
Terra Nova Asset Management
New York
– -$290K -10,106 Closed
FAM
2946
Frontier Asset Management
Wyoming
– -$276K -10,090 Closed
WPW
2947
Watershed Private Wealth
Illinois
– -$270K -9,864 Closed
EAM
2948
Erste Asset Management
Austria
– -$282K -9,691 Closed
SMH
2949
Sanders Morris Harris
Texas
– -$263K -9,603 Closed
TCM
2950
Triumph Capital Management
Colorado
– -$263K -9,508 Closed
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118
119 120