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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
3051
Triad Wealth Partners
Kansas
– -$256K -6,436 Closed
FWM
3052
ForthRight Wealth Management
Georgia
– -$245K -6,161 Closed
SF
3053
Symphony Financial
Texas
– -$244K -6,147 Closed
RMCM
3054
Reynders McVeigh Capital Management
Massachusetts
– -$244K -6,130 Closed
DM
3055
Deerfield Management
New York
– -$240K -6,029 Closed
SWIG
3056
Strategic Wealth Investment Group
Kentucky
– -$240K -6,010 Closed
PCM
3057
Palisade Capital Management
New Jersey
– -$239K -6,000 Closed
SCM
3058
Sterneck Capital Management
Missouri
– -$230K -5,784 Closed
MAC
3059
Mason & Associates (California)
California
– -$227K -5,701 Closed
SPWG
3060
Syntegra Private Wealth Group
Missouri
– -$226K -5,694 Closed
BWP
3061
Balboa Wealth Partners
Arizona
– -$225K -5,669 Closed
CIC
3062
Chilton Investment Company
Connecticut
– -$225K -5,647 Closed
BBNA
3063
Bremer Bank National Association
Minnesota
– -$223K -5,614 Closed
NPT
3064
National Philanthropic Trust
Pennsylvania
– -$223K -5,601 Closed
PF
3065
Prosperitas Financial
California
– -$223K -5,597 Closed
RWA
3066
Rooted Wealth Advisors
Illinois
– -$238K -5,540 Closed
MA
3067
Modus Advisors
Minnesota
– -$214K -5,388 Closed
WAS
3068
Wealth Advisory Solutions
Indiana
– -$214K -5,379 Closed
WGCA
3069
Wolf Group Capital Advisors
Virginia
– -$214K -5,369 Closed
LRPA
3070
L. Roy Papp & Associates
Arizona
– -$212K -5,326 Closed
WA
3071
Waterford Advisors
New York
– -$211K -5,313 Closed
GSIS
3072
Global Strategic Investment Solutions
Arizona
– -$208K -5,238 Closed
KWMG
3073
King Wealth Management Group
Florida
– -$208K -5,226 Closed
BWM
3074
BKM Wealth Management
Wisconsin
– -$269K -5,207 Closed
EAMA
3075
EFG Asset Management (Americas)
Florida
– -$207K -5,207 Closed
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