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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2926
Perfromance Wealth Partners
Illinois
– -$448K -16,374 Closed
JHP
2927
James Hambro & Partners
United Kingdom
– -$442K -16,147 Closed
WRPWM
2928
Werba Rubin Papier Wealth Management
California
– -$422K -15,414 Closed
HWM
2929
Horizon Wealth Management
Illinois
– -$412K -15,035 Closed
RA
2930
Rational Advisors
New York
– -$383K -13,993 Closed
ESCM
2931
Echo Street Capital Management
New York
– -$377K -13,781 Closed
EL
2932
EMFO LLC
Florida
– -$356K -13,000 Closed
ZIMP
2933
Zimmermann Investment Management & Planning
Pennsylvania
– -$355K -12,960 Closed
GAG
2934
Goodman Advisory Group
Massachusetts
– -$352K -12,863 Closed
CCFM
2935
Clear Creek Financial Management
Washington
– -$337K -12,305 Closed
AFA
2936
Alpha Financial Advisors
North Carolina
– -$331K -12,103 Closed
AFT
2937
Alpha Family Trust
California
– -$328K -11,970 Closed
SIA
2938
SkyView Investment Advisors
New Jersey
– -$318K -11,630 Closed
SFO
2939
Stokes Family Office
Louisiana
– -$316K -11,551 Closed
AHB
2940
Abner Herrman & Brock
New Jersey
– -$315K -11,507 Closed
BWP
2941
Balboa Wealth Partners
Arizona
– -$305K -11,143 Closed
TWM
2942
Tanager Wealth Management
United Kingdom
– -$296K -10,829 Closed
RCA
2943
Ranch Capital Advisors
Florida
– -$296K -10,826 Closed
TA
2944
Trellis Advisors
Washington
– -$285K -10,402 Closed
BDWCC
2945
B&D White Capital Company
Texas
– -$282K -10,300 Closed
TNAM
2946
Terra Nova Asset Management
New York
– -$290K -10,106 Closed
FAM
2947
Frontier Asset Management
Wyoming
– -$276K -10,090 Closed
WPW
2948
Watershed Private Wealth
Illinois
– -$270K -9,864 Closed
EAM
2949
Erste Asset Management
Austria
– -$282K -9,691 Closed
SMH
2950
Sanders Morris Harris
Texas
– -$263K -9,603 Closed
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118
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