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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAP
3551
Persistent Asset Partners
Hong Kong
– -$1.16M -21,050 Closed
MAM
3552
Martingale Asset Management
Massachusetts
– -$1.09M -19,744 Closed
DCM
3553
Driehaus Capital Management
Illinois
– -$1.05M -19,076 Closed
CWA
3554
Crux Wealth Advisors
California
– -$1.03M -18,644 Closed
PCM
3555
PAR Capital Management
Massachusetts
– -$1.02M -18,500 Closed
MWA
3556
Monograph Wealth Advisors
California
– -$997K -18,130 Closed
SIM
3557
Sentry Investment Management
Wisconsin
– -$985K -17,907 Closed
WFAG
3558
Worth Financial Advisory Group
North Carolina
– -$973K -17,693 Closed
CIA
3559
Caerus Investment Advisors
Texas
– -$925K -16,826 Closed
MS
3560
Maven Securities
Jersey
– -$901K -16,391 Closed
TWM
3561
Thryve Wealth Management
Texas
– -$880K -16,007 Closed
UWS
3562
Unique Wealth Strategies
Illinois
– -$841K -15,298 Closed
SPWM
3563
Spartan Planning & Wealth Management
North Carolina
– -$788K -14,321 Closed
AS
3564
Altshuler Shaham
Israel
– -$663K -12,850 Closed
KFSC
3565
Keystone Financial Services (Colorado)
Colorado
– -$685K -12,456 Closed
PWP
3566
Pursue Wealth Partners
California
– -$671K -12,205 Closed
EL
3567
Essex LLC
Illinois
– -$667K -12,133 Closed
JSC
3568
Jackson Square Capital
California
– -$651K -11,832 Closed
BBP
3569
Banco BTG Pactual
Brazil
– -$596K -11,542 Closed
RWM
3570
Revisor Wealth Management
Ohio
– -$606K -11,349 Closed
TCPW
3571
Twin City Private Wealth
North Carolina
– -$621K -11,299 Closed
A
3572
AlphaQuest
New York
– -$587K -10,681 Closed
BFA
3573
Blueprint Financial Advisors
North Carolina
– -$566K -10,286 Closed
VA
3574
Verdad Advisers
Massachusetts
– -$555K -10,083 Closed
NP
3575
Ninepoint Partners
Ontario, Canada
– -$542K -9,848 Closed
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143
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