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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
3351
Aspetuck Financial Management
Connecticut
– -$139K -3,152 Closed
WWA
3352
Wingate Wealth Advisors
Massachusetts
– -$117K -2,665 Closed
RS
3353
R Squared
Hong Kong
– -$83.9K -1,910 Closed
MB
3354
Mizuho Bank
Japan
– -$83.5K -1,900 Closed
FA
3355
Fedenia Advisers
Wisconsin
– -$79.6K -1,811 Closed
EFP
3356
EnRich Financial Partners
Wisconsin
– -$76.3K -1,737 Closed
EFMH
3357
E Fund Management (HK)
Hong Kong
– -$70K -1,592 Closed
VAG
3358
VisionPoint Advisory Group
Texas
– -$69.6K -1,571 Closed
CWA
3359
Carolina Wealth Advisors
South Carolina
– -$60.9K -1,386 Closed
CP
3360
Castleview Partners
Texas
– -$49.5K -1,118 Closed
CMANY
3361
Capital Management Associates (New York)
New York
– -$44.2K -1,005 Closed
DP
3362
Denver PWM
Colorado
– -$23K -524 Closed
FS
3363
Financially Speaking
Colorado
– -$21.5K -489 Closed
FIA
3364
FPC Investment Advisory
California
– -$20K -433 Closed
TCG
3365
Transcendent Capital Group
Oklahoma
– -$16.7K -381 Closed
HEIP
3366
Hudson Edge Investment Partners
New Jersey
– -$15.4K -350 Closed
KBFS
3367
Kohmann Bosshard Financial Services
Ohio
– -$13.2K -300 Closed
CF
3368
Conquis Financial
California
– -$13K -296 Closed
WCM
3369
Westend Capital Management
California
– -$12.4K -282 Closed
FFA
3370
Fairfield Financial Advisors
Massachusetts
– -$10.7K -244 Closed
CCMI
3371
Creative Capital Management Investments
California
– -$9.67K -220 Closed
LFA
3372
Legend Financial Advisors
Pennsylvania
– -$9.21K -210 Closed
EP
3373
Elkhorn Partners
Nebraska
– -$9K -200 Closed
OW
3374
Olistico Wealth
Oklahoma
– -$8.79K -200 Closed
FWM
3375
FLP Wealth Management
Arkansas
– -$8.35K -190 Closed