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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3326
Kelly Financial Services
Massachusetts
– -$209K -4,753 Closed
WIA
3327
Wetzel Investment Advisors
Indiana
– -$208K -4,726 Closed
EE
3328
EWG Elevate
California
– -$207K -4,715 Closed
KWMG
3329
King Wealth Management Group
Florida
– -$207K -4,706 Closed
MWA
3330
Monograph Wealth Advisors
California
– -$207K -4,704 Closed
SFS
3331
Solitude Financial Services
Virginia
– -$205K -4,656 Closed
LTI
3332
Laffer Tengler Investments
Tennessee
– -$204K -4,650 Closed
CP
3333
Creekside Partners
California
– -$204K -4,647 Closed
WA
3334
Wealthstream Advisors
New York
– -$204K -4,647 Closed
PFC
3335
Phocas Financial Corp
California
– -$204K -4,640 Closed
HIS
3336
Harvest Investment Services
Illinois
– -$204K -4,637 Closed
CFA
3337
CWS Financial Advisors
Michigan
– -$204K -4,632 Closed
ATFA
3338
All Terrain Financial Advisors
Minnesota
– -$202K -4,600 Closed
GA
3339
GSG Advisors
New Jersey
– -$201K -4,581 Closed
PAM
3340
PVG Asset Management
Colorado
– -$201K -4,580 Closed
FNB
3341
Farmers National Bank
Kentucky
– -$201K -4,572 Closed
PWP
3342
Prasad Wealth Partners
Ohio
– -$200K -4,561 Closed
MA
3343
Modus Advisors
Minnesota
– -$178K -4,045 Closed
EBA
3344
Eagle Bay Advisors
New York
– -$167K -3,808 Closed
NWWA
3345
New Wave Wealth Advisors
Arkansas
– -$165K -3,753 Closed
PCWA
3346
Pacific Capital Wealth Advisors
California
– -$156K -3,542 Closed
AFM
3347
Aspetuck Financial Management
Connecticut
– -$139K -3,152 Closed
WWA
3348
Wingate Wealth Advisors
Massachusetts
– -$117K -2,665 Closed
RS
3349
R Squared
Hong Kong
– -$83.9K -1,910 Closed
MB
3350
Mizuho Bank
Japan
– -$83.5K -1,900 Closed
132 133
134
135 136