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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
3326
Northstar Group
New York
– -$210K -4,785 Closed
MAC
3327
Mason & Associates (California)
California
– -$210K -4,776 Closed
CIG
3328
Cairn Investment Group
Washington
– -$210K -4,768 Closed
GSIS
3329
Global Strategic Investment Solutions
Arizona
– -$209K -4,760 Closed
KFS
3330
Kelly Financial Services
Massachusetts
– -$209K -4,753 Closed
WIA
3331
Wetzel Investment Advisors
Indiana
– -$208K -4,726 Closed
EE
3332
EWG Elevate
California
– -$207K -4,715 Closed
KWMG
3333
King Wealth Management Group
Florida
– -$207K -4,706 Closed
MWA
3334
Monograph Wealth Advisors
California
– -$207K -4,704 Closed
SFS
3335
Solitude Financial Services
Virginia
– -$205K -4,656 Closed
LTI
3336
Laffer Tengler Investments
Tennessee
– -$204K -4,650 Closed
CP
3337
Creekside Partners
California
– -$204K -4,647 Closed
WA
3338
Wealthstream Advisors
New York
– -$204K -4,647 Closed
PFC
3339
Phocas Financial Corp
California
– -$204K -4,640 Closed
HIS
3340
Harvest Investment Services
Illinois
– -$204K -4,637 Closed
CFA
3341
CWS Financial Advisors
Michigan
– -$204K -4,632 Closed
ATFA
3342
All Terrain Financial Advisors
Minnesota
– -$202K -4,600 Closed
GA
3343
GSG Advisors
New Jersey
– -$201K -4,581 Closed
PAM
3344
PVG Asset Management
Colorado
– -$201K -4,580 Closed
FNB
3345
Farmers National Bank
Kentucky
– -$201K -4,572 Closed
PWP
3346
Prasad Wealth Partners
Ohio
– -$200K -4,561 Closed
MA
3347
Modus Advisors
Minnesota
– -$178K -4,045 Closed
EBA
3348
Eagle Bay Advisors
New York
– -$167K -3,808 Closed
NWWA
3349
New Wave Wealth Advisors
Arkansas
– -$165K -3,753 Closed
PCWA
3350
Pacific Capital Wealth Advisors
California
– -$156K -3,542 Closed
132 133
134
135 136