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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3001
CM Wealth Advisors
Ohio
– -$568K -15,000 Closed
UM
3002
Ulysses Management
New York
– -$569K -15,000 Closed
BL
3003
Balentine LLC
Georgia
– -$568K -14,990 Closed
FA
3004
Fiducient Advisors
Illinois
– -$507K -13,370 Closed
Q
3005
QVR
California
– -$500K -13,184 Closed
RIM
3006
Rockbridge Investment Management
New York
– -$494K -13,018 Closed
PPP
3007
Private Portfolio Partners
New Jersey
– -$462K -12,191 Closed
ES
3008
Eagle Strategies
New York
– -$457K -12,065 Closed
MWAM
3009
Manhattan West Asset Management
California
– -$412K -10,872 Closed
AGA
3010
Arkos Global Advisors
Texas
– -$393K -10,352 Closed
NVCHI
3011
New Vernon Capital Holdings II
New Jersey
– -$370K -9,760 Closed
EWM
3012
Executive Wealth Management
Michigan
– -$356K -9,500 Closed
HC
3013
Hamilton Capital
Ohio
– -$321K -8,470 Closed
CBFP
3014
Cedar Brook Financial Partners
Ohio
– -$316K -8,341 Closed
JC
3015
Jacobs & Co
California
– -$311K -8,214 Closed
CA
3016
Corrado Advisors
New Jersey
– -$311K -8,211 Closed
WWS
3017
Wellington Wealth Strategies
Indiana
– -$305K -8,041 Closed
PS
3018
Portfolio Strategies
New York
– -$294K -7,751 Closed
IWS
3019
Insight Wealth Strategies
California
– -$286K -7,546 Closed
RRWA
3020
Rainey & Randall Wealth Advisors
Florida
– -$280K -7,393 Closed
SWIM
3021
Smallwood Wealth Investment Management
New Jersey
– -$280K -7,386 Closed
PVH
3022
Psagot Value Holdings
Israel
– -$272K -7,165 Closed
GCA
3023
Genesee Capital Advisors
New York
– -$269K -7,103 Closed
FAG
3024
Financial Architects (Georgia)
Georgia
– -$269K -7,100 Closed
HA
3025
HFG Advisors
Ohio
– -$261K -6,880 Closed
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