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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3576
Spartan Planning & Wealth Management
North Carolina
– -$788K -14,321 Closed
AS
3577
Altshuler Shaham
Israel
– -$663K -12,850 Closed
KFSC
3578
Keystone Financial Services (Colorado)
Colorado
– -$685K -12,456 Closed
PWP
3579
Pursue Wealth Partners
California
– -$671K -12,205 Closed
EL
3580
Essex LLC
Illinois
– -$667K -12,133 Closed
JSC
3581
Jackson Square Capital
California
– -$651K -11,832 Closed
BBP
3582
Banco BTG Pactual
Brazil
– -$596K -11,542 Closed
RWM
3583
Revisor Wealth Management
Ohio
– -$606K -11,349 Closed
TCPW
3584
Twin City Private Wealth
North Carolina
– -$621K -11,299 Closed
A
3585
AlphaQuest
New York
– -$587K -10,681 Closed
BFA
3586
Blueprint Financial Advisors
North Carolina
– -$566K -10,286 Closed
VA
3587
Verdad Advisers
Massachusetts
– -$555K -10,083 Closed
NP
3588
Ninepoint Partners
Ontario, Canada
– -$542K -9,848 Closed
KWM
3589
KW Wealth Management
California
– -$526K -9,571 Closed
SSCA
3590
South Shore Capital Advisors
Massachusetts
– -$522K -9,491 Closed
GFG
3591
Greystone Financial Group
Michigan
– -$500K -9,099 Closed
HDA
3592
Harold Davidson & Associates
California
– -$491K -8,932 Closed
GCM
3593
Gladius Capital Management
Illinois
– -$433K -8,390 Closed
HCA
3594
Heck Capital Advisors
Wisconsin
– -$443K -8,063 Closed
PWP
3595
Phillips Wealth Planners
Mississippi
– -$409K -7,857 Closed
Q
3596
QVR
California
– -$400K -7,745 Closed
SA
3597
SPWM Advisors
Michigan
– -$420K -7,638 Closed
WAM
3598
Worth Asset Management
Texas
– -$416K -7,565 Closed
PEAK6
3599
PEAK6
Illinois
– -$388K -7,526 Closed
CWM
3600
Collaborative Wealth Management
Florida
– -$393K -7,154 Closed
142 143
144
145 146