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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3576
KW Wealth Management
California
– -$526K -9,571 Closed
SSCA
3577
South Shore Capital Advisors
Massachusetts
– -$522K -9,491 Closed
GFG
3578
Greystone Financial Group
Michigan
– -$500K -9,099 Closed
HDA
3579
Harold Davidson & Associates
California
– -$491K -8,932 Closed
GCM
3580
Gladius Capital Management
Illinois
– -$433K -8,390 Closed
HCA
3581
Heck Capital Advisors
Wisconsin
– -$443K -8,063 Closed
PWP
3582
Phillips Wealth Planners
Mississippi
– -$409K -7,857 Closed
Q
3583
QVR
California
– -$400K -7,745 Closed
SA
3584
SPWM Advisors
Michigan
– -$420K -7,638 Closed
WAM
3585
Worth Asset Management
Texas
– -$416K -7,565 Closed
PEAK6
3586
PEAK6
Illinois
– -$388K -7,526 Closed
CWM
3587
Collaborative Wealth Management
Florida
– -$393K -7,154 Closed
QWM
3588
QP Wealth Management
New Jersey
– -$380K -6,905 Closed
ACA
3589
Ackerman Capital Advisors
Texas
– -$370K -6,727 Closed
KAM
3590
Kazazian Asset Management
Florida
– -$369K -6,715 Closed
GWM
3591
GK Wealth Management
Nevada
– -$366K -6,648 Closed
WCP
3592
Wick Capital Partners
Pennsylvania
– -$364K -6,617 Closed
TFA
3593
Tranquilli Financial Advisor
New Jersey
– -$360K -6,551 Closed
FFG
3594
Fortress Financial Group
Minnesota
– -$356K -6,469 Closed
LCM
3595
Logan Capital Management
Pennsylvania
– -$332K -6,443 Closed
1WM
3596
1900 Wealth Management
Texas
– -$352K -6,408 Closed
FWP
3597
Fiduciary Wealth Partners
Massachusetts
– -$343K -6,243 Closed
LWP
3598
LeClair Wealth Partners
Ohio
– -$335K -6,097 Closed
BIG
3599
Bush Investment Group
Georgia
– -$319K -5,792 Closed
LRIA
3600
Leonard Rickey Investment Advisors
Washington
– -$312K -5,668 Closed
142 143
144
145 146