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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3451
Maripau Wealth Management
Indiana
– -$244K -5,148 Closed
TBWA
3452
Three Bridge Wealth Advisors
California
– -$242K -5,121 Closed
DGI
3453
Disciplined Growth Investors
Minnesota
– -$237K -5,000 Closed
VBWMG
3454
Von Berge Wealth Management Group
California
– -$239K -4,993 Closed
EE
3455
EWG Elevate
California
– -$234K -4,953 Closed
BMWM
3456
Brown Miller Wealth Management
Virginia
– -$229K -4,836 Closed
BFA
3457
Bill Few Associates
Pennsylvania
– -$227K -4,791 Closed
OR
3458
Olympiad Research
Connecticut
– -$224K -4,734 Closed
BWG
3459
Berry Wealth Group
Texas
– -$220K -4,651 Closed
HWP
3460
Hibernia Wealth Partners
Louisiana
– -$215K -4,548 Closed
BMM
3461
Berkshire Money Management
Massachusetts
– -$211K -4,456 Closed
RWM
3462
Reston Wealth Management
Virginia
– -$204K -4,309 Closed
BST
3463
Bath Savings Trust
Maine
– -$203K -4,293 Closed
CA
3464
Callahan Advisors
Texas
– -$203K -4,287 Closed
SGC
3465
Slocum, Gordon & Co
Rhode Island
– -$169K -3,571 Closed
SO
3466
Sierra Ocean
California
– -$151K -3,194 Closed
PC
3467
Promus Capital
Illinois
– -$143K -3,014 Closed
CWM
3468
CarsonAllaria Wealth Management
Illinois
– -$140K -2,949 Closed
RAM
3469
Riggs Asset Management
Pennsylvania
– -$135K -2,850 Closed
OW
3470
Olistico Wealth
Oklahoma
– -$135K -2,843 Closed
GWM
3471
Gitterman Wealth Management
New Jersey
– -$111K -2,338 Closed
BA
3472
Bellwether Advisors
Nebraska
– -$106K -2,250 Closed
WCM
3473
WealthTrak Capital Management
Virginia
– -$103K -2,185 Closed
AWM
3474
Atticus Wealth Management
Florida
– -$97.9K -2,069 Closed
QL
3475
Quarry LP
New York
– -$66.9K -1,413 Closed
136 137 138
139
140