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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
3051
Thompson Davis & Co
Virginia
– -$212K -5,600 Closed
LAS
3052
Lloyd Advisory Services
Georgia
– -$209K -5,510 Closed
AT
3053
Arden Trust
Delaware
– -$209K -5,503 Closed
NCM
3054
Narwhal Capital Management
Georgia
– -$208K -5,473 Closed
CWM
3055
Concentrum Wealth Management
California
– -$206K -5,434 Closed
BFA
3056
Bill Few Associates
Pennsylvania
– -$206K -5,421 Closed
MFS
3057
Mirabella Financial Services
United Kingdom
– -$204K -5,402 Closed
ACM
3058
Andina Capital Management
Utah
– -$203K -5,343 Closed
EA
3059
Eclectic Associates
California
– -$201K -5,307 Closed
HWMC
3060
Heritage Wealth Management (California)
California
– -$177K -4,663 Closed
IPW
3061
Impact Partnership Wealth
Georgia
– -$137K -3,617 Closed
RA
3062
Rational Advisors
New York
– -$136K -3,597 Closed
LF
3063
LifeSteps Financial
California
– -$131K -3,466 Closed
SOW
3064
State of Wyoming
Wyoming
– -$128K -3,387 Closed
FSWA
3065
Financial Synergies Wealth Advisors
Texas
– -$122K -3,222 Closed
CAM
3066
Costello Asset Management
Pennsylvania
– -$108K -2,839 Closed
FFWA
3067
FRG Family Wealth Advisors
Washington
– -$88.9K -2,402 Closed
MUMSS
3068
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$91K -2,400 Closed
FIM
3069
Fernwood Investment Management
Massachusetts
– -$70.2K -1,851 Closed
TC
3070
Truvestments Capital
Florida
– -$46K -1,213 Closed
GAA
3071
Global Assets Advisory
Florida
– -$44.3K -1,182 Closed
CWAF
3072
Core Wealth Advisors (Florida)
Florida
– -$37.7K -994 Closed
NIC
3073
Northwest Investment Counselors
Oregon
– -$33.5K -883 Closed
LFA
3074
Livelsberger Financial Advisory
Ohio
– -$32.5K -847 Closed
GFL
3075
Granite FO LLC
New Hampshire
– -$30.8K -772 Closed