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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3301
BSW Wealth Partners
Colorado
– -$251K -5,707 Closed
PWM
3302
Pines Wealth Management
North Carolina
– -$252K -5,579 Closed
SFC
3303
Swisher Financial Concepts
Ohio
– -$242K -5,512 Closed
CFA
3304
Capstone Financial Advisors
Illinois
– -$241K -5,487 Closed
PIMG
3305
Patriot Investment Management Group
Tennessee
– -$241K -5,484 Closed
BAWM
3306
Bennett Associates Wealth Management
Pennsylvania
– -$237K -5,386 Closed
EIA
3307
Eastover Investment Advisors
North Carolina
– -$230K -5,223 Closed
AWA
3308
Alaska Wealth Advisors
Alaska
– -$228K -5,199 Closed
NBWM
3309
North Berkeley Wealth Management
California
– -$227K -5,166 Closed
JTWM
3310
Jackson Thornton Wealth Management
Alabama
– -$224K -5,088 Closed
FDDB
3311
Fidelity D&D Bancorp
Pennsylvania
– -$223K -5,076 Closed
HTIM
3312
Harbour Trust & Investment Management
Indiana
– -$222K -5,054 Closed
LMKC
3313
L.M. Kohn & Company
Ohio
– -$221K -5,036 Closed
FRM
3314
Fox Run Management
Connecticut
– -$219K -4,973 Closed
SFB
3315
STAR Financial Bank
Indiana
– -$219K -4,973 Closed
VBWMG
3316
Von Berge Wealth Management Group
California
– -$232K -4,967 Closed
FH
3317
Financial Harvest
Florida
– -$217K -4,946 Closed
BOSSRA
3318
B.O.S.S. Retirement Advisors
Utah
– -$217K -4,936 Closed
GWWM
3319
Great Waters Wealth Management
Minnesota
– -$217K -4,927 Closed
MAA
3320
Mraz Amerine & Associates
California
– -$212K -4,827 Closed
LI
3321
LifeWealth Investments
Florida
– -$212K -4,822 Closed
IDA
3322
Intelligence Driven Advisers
California
– -$212K -4,813 Closed
NG
3323
Northstar Group
New York
– -$210K -4,785 Closed
MAC
3324
Mason & Associates (California)
California
– -$210K -4,776 Closed
CIG
3325
Cairn Investment Group
Washington
– -$210K -4,768 Closed
131 132
133
134 135