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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3026
CAAS Capital Management
New York
– -$745K -18,595 Closed
AIS
3027
AM Investment Strategies
Tennessee
– -$657K -16,528 Closed
CIC
3028
Cornercap Investment Counsel
Georgia
– -$655K -16,481 Closed
SWS
3029
SYSTM Wealth Solutions
Illinois
– -$639K -16,067 Closed
DPIM
3030
Duff & Phelps Investment Management
Illinois
– -$628K -15,783 Closed
TCWM
3031
Total Clarity Wealth Management
Illinois
– -$472K -11,858 Closed
CA
3032
Crewe Advisors
Utah
– -$450K -11,308 Closed
TC
3033
TradeLink Capital
Illinois
– -$410K -10,300 Closed
GCIM
3034
Gunn & Company Investment Management
Florida
– -$409K -10,289 Closed
RWA
3035
Redhawk Wealth Advisors
Minnesota
– -$393K -9,878 Closed
RC
3036
Rovin Capital
Arizona
– -$382K -9,604 Closed
LHC
3037
Little House Capital
Massachusetts
– -$372K -9,347 Closed
AFP
3038
Alpha Financial Partners
Kentucky
– -$345K -8,678 Closed
E3F
3039
Eight 31 Financial
Texas
– -$326K -8,189 Closed
RFG
3040
Range Financial Group
Oregon
– -$325K -8,183 Closed
UCMOK
3041
United Capital Management of KS
Kansas
– -$317K -7,967 Closed
WA
3042
WP Advisors
California
– -$313K -7,863 Closed
A
3043
AJOVista
Massachusetts
– -$299K -7,522 Closed
WWMSC
3044
Wagner Wealth Management (South Carolina)
South Carolina
– -$298K -7,483 Closed
AAM
3045
Ameraudi Asset Management
New York
– -$290K -7,300 Closed
SLT
3046
St Louis Trust
Missouri
– -$283K -7,124 Closed
SSWM
3047
Strait & Sound Wealth Management
California
– -$282K -7,088 Closed
SCM
3048
Spreng Capital Management
Ohio
– -$277K -6,954 Closed
IFO
3049
Independent Family Office
New York
– -$271K -6,815 Closed
OHWA
3050
Oak Hill Wealth Advisors
Virginia
– -$269K -6,713 Closed
120 121
122
123 124