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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3051
Narwhal Capital Management
Georgia
– -$208K -5,473 Closed
CWM
3052
Concentrum Wealth Management
California
– -$206K -5,434 Closed
BFA
3053
Bill Few Associates
Pennsylvania
– -$206K -5,421 Closed
MFS
3054
Mirabella Financial Services
United Kingdom
– -$204K -5,402 Closed
ACM
3055
Andina Capital Management
Utah
– -$203K -5,343 Closed
EA
3056
Eclectic Associates
California
– -$201K -5,307 Closed
HWMC
3057
Heritage Wealth Management (California)
California
– -$177K -4,663 Closed
IPW
3058
Impact Partnership Wealth
Georgia
– -$137K -3,617 Closed
RA
3059
Rational Advisors
New York
– -$136K -3,597 Closed
LF
3060
LifeSteps Financial
California
– -$131K -3,466 Closed
SOW
3061
State of Wyoming
Wyoming
– -$128K -3,387 Closed
FSWA
3062
Financial Synergies Wealth Advisors
Texas
– -$122K -3,222 Closed
CAM
3063
Costello Asset Management
Pennsylvania
– -$108K -2,839 Closed
FFWA
3064
FRG Family Wealth Advisors
Washington
– -$88.9K -2,402 Closed
MUMSS
3065
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$91K -2,400 Closed
FIM
3066
Fernwood Investment Management
Massachusetts
– -$70.2K -1,851 Closed
TC
3067
Truvestments Capital
Florida
– -$46K -1,213 Closed
CWAF
3068
Core Wealth Advisors (Florida)
Florida
– -$37.7K -994 Closed
NIC
3069
Northwest Investment Counselors
Oregon
– -$33.5K -883 Closed
LFA
3070
Livelsberger Financial Advisory
Ohio
– -$32.5K -847 Closed
GFL
3071
Granite FO LLC
New Hampshire
– -$30.8K -772 Closed
QL
3072
Quarry LP
New York
– -$24.8K -653 Closed
MFG
3073
Mendota Financial Group
Wisconsin
– -$24.5K -645 Closed
AAG
3074
Accordant Advisory Group
Maryland
– -$17.1K -450 Closed
GC
3075
Gould Capital
Washington
– -$13.3K -350 Closed
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