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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3076
Purus Wealth Management
California
– -$205K -5,158 Closed
ACL
3077
Applied Capital LLC
Florida
– -$205K -5,150 Closed
WAM
3078
Winslow Asset Management
Ohio
– -$203K -5,101 Closed
BAM
3079
Bosun Asset Management
Illinois
– -$203K -5,100 Closed
LWM
3080
Laidlaw Wealth Management
New York
– -$203K -5,098 Closed
KFS
3081
Kelly Financial Services
Massachusetts
– -$185K -4,640 Closed
WIA
3082
Wetzel Investment Advisors
Indiana
– -$159K -4,183 Closed
NFSG
3083
Newbridge Financial Services Group
Florida
– -$161K -4,055 Closed
CB
3084
Chris Bulman
California
– -$138K -3,472 Closed
LIA
3085
Lynx Investment Advisory
District of Columbia
– -$89.6K -2,253 Closed
SA
3086
Scarborough Advisors
Maryland
– -$87.3K -2,194 Closed
RWMG
3087
Redwood Wealth Management Group
New Jersey
– -$75.9K -1,908 Closed
CBT
3088
Central Bank & Trust
Kentucky
– -$75.2K -1,892 Closed
VAG
3089
VisionPoint Advisory Group
Texas
– -$75K -1,886 Closed
EC
3090
EntryPoint Capital
New York
– -$66K -1,659 Closed
TCCM
3091
Timber Creek Capital Management
Massachusetts
– -$63.9K -1,605 Closed
FF
3092
Friedenthal Financial
New Jersey
– -$53.5K -1,346 Closed
CP
3093
Camelot Portfolios
Ohio
– -$49.8K -1,251 Closed
FW
3094
Fairway Wealth
Ohio
– -$26.7K -671 Closed
EFMH
3095
E Fund Management (HK)
Hong Kong
– -$21K -538 Closed
CC
3096
Cultivar Capital
Texas
– -$20.1K -506 Closed
WCAMG
3097
Woodard & Company Asset Management Group
North Carolina
– -$12.9K -325 Closed
SP
3098
SWS Partners
Ohio
– -$12.2K -306 Closed
NC
3099
NewSquare Capital
Pennsylvania
– -$9.74K -245 Closed
CC
3100
Cypress Capital
Tennessee
– -$7.95K -200 Closed
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