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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
3001
Hartline Investment Corp
Illinois
– -$668K -17,607 Closed
WA
3002
Wealthstar Advisors
Texas
– -$653K -17,221 Closed
PSB
3003
Passumpsic Savings Bank
Vermont
– -$610K -16,090 Closed
CWA
3004
CM Wealth Advisors
Ohio
– -$568K -15,000 Closed
UM
3005
Ulysses Management
New York
– -$569K -15,000 Closed
BL
3006
Balentine LLC
Georgia
– -$568K -14,990 Closed
FA
3007
Fiducient Advisors
Illinois
– -$507K -13,370 Closed
Q
3008
QVR
California
– -$500K -13,184 Closed
RIM
3009
Rockbridge Investment Management
New York
– -$494K -13,018 Closed
PPP
3010
Private Portfolio Partners
New Jersey
– -$462K -12,191 Closed
ES
3011
Eagle Strategies
New York
– -$457K -12,065 Closed
MWAM
3012
Manhattan West Asset Management
California
– -$412K -10,872 Closed
AGA
3013
Arkos Global Advisors
Texas
– -$393K -10,352 Closed
NVCHI
3014
New Vernon Capital Holdings II
New Jersey
– -$370K -9,760 Closed
EWM
3015
Executive Wealth Management
Michigan
– -$356K -9,500 Closed
HC
3016
Hamilton Capital
Ohio
– -$321K -8,470 Closed
CBFP
3017
Cedar Brook Financial Partners
Ohio
– -$316K -8,341 Closed
JC
3018
Jacobs & Co
California
– -$311K -8,214 Closed
CA
3019
Corrado Advisors
New Jersey
– -$311K -8,211 Closed
WWS
3020
Wellington Wealth Strategies
Indiana
– -$305K -8,041 Closed
PS
3021
Portfolio Strategies
New York
– -$294K -7,751 Closed
IWS
3022
Insight Wealth Strategies
California
– -$286K -7,546 Closed
RRWA
3023
Rainey & Randall Wealth Advisors
Florida
– -$280K -7,393 Closed
SWIM
3024
Smallwood Wealth Investment Management
New Jersey
– -$280K -7,386 Closed
PVH
3025
Psagot Value Holdings
Israel
– -$272K -7,165 Closed
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