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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
3051
Independent Family Office
New York
– -$271K -6,815 Closed
OHWA
3052
Oak Hill Wealth Advisors
Virginia
– -$269K -6,713 Closed
OWMIAS
3053
One Wealth Management Investment & Advisory Services
Florida
– -$262K -6,594 Closed
TWP
3054
Triad Wealth Partners
Kansas
– -$256K -6,436 Closed
FWM
3055
ForthRight Wealth Management
Georgia
– -$245K -6,161 Closed
SF
3056
Symphony Financial
Texas
– -$244K -6,147 Closed
RMCM
3057
Reynders McVeigh Capital Management
Massachusetts
– -$244K -6,130 Closed
DM
3058
Deerfield Management
New York
– -$240K -6,029 Closed
SWIG
3059
Strategic Wealth Investment Group
Kentucky
– -$240K -6,010 Closed
PCM
3060
Palisade Capital Management
New Jersey
– -$239K -6,000 Closed
SCM
3061
Sterneck Capital Management
Missouri
– -$230K -5,784 Closed
MAC
3062
Mason & Associates (California)
California
– -$227K -5,701 Closed
SPWG
3063
Syntegra Private Wealth Group
Missouri
– -$226K -5,694 Closed
BWP
3064
Balboa Wealth Partners
Arizona
– -$225K -5,669 Closed
CIC
3065
Chilton Investment Company
Connecticut
– -$225K -5,647 Closed
BBNA
3066
Bremer Bank National Association
Minnesota
– -$223K -5,614 Closed
NPT
3067
National Philanthropic Trust
Pennsylvania
– -$223K -5,601 Closed
PF
3068
Prosperitas Financial
California
– -$223K -5,597 Closed
RWA
3069
Rooted Wealth Advisors
Illinois
– -$238K -5,540 Closed
MA
3070
Modus Advisors
Minnesota
– -$214K -5,388 Closed
WAS
3071
Wealth Advisory Solutions
Indiana
– -$214K -5,379 Closed
WGCA
3072
Wolf Group Capital Advisors
Virginia
– -$214K -5,369 Closed
LRPA
3073
L. Roy Papp & Associates
Arizona
– -$212K -5,326 Closed
WA
3074
Waterford Advisors
New York
– -$211K -5,313 Closed
GSIS
3075
Global Strategic Investment Solutions
Arizona
– -$208K -5,238 Closed
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