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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3601
QP Wealth Management
New Jersey
– -$380K -6,905 Closed
ACA
3602
Ackerman Capital Advisors
Texas
– -$370K -6,727 Closed
KAM
3603
Kazazian Asset Management
Florida
– -$369K -6,715 Closed
GWM
3604
GK Wealth Management
Nevada
– -$366K -6,648 Closed
WCP
3605
Wick Capital Partners
Pennsylvania
– -$364K -6,617 Closed
TFA
3606
Tranquilli Financial Advisor
New Jersey
– -$360K -6,551 Closed
FFG
3607
Fortress Financial Group
Minnesota
– -$356K -6,469 Closed
LCM
3608
Logan Capital Management
Pennsylvania
– -$332K -6,443 Closed
1WM
3609
1900 Wealth Management
Texas
– -$352K -6,408 Closed
FWP
3610
Fiduciary Wealth Partners
Massachusetts
– -$343K -6,243 Closed
LWP
3611
LeClair Wealth Partners
Ohio
– -$335K -6,097 Closed
BIG
3612
Bush Investment Group
Georgia
– -$319K -5,792 Closed
LRIA
3613
Leonard Rickey Investment Advisors
Washington
– -$312K -5,668 Closed
ICA
3614
Infrastructure Capital Advisors
New York
– -$306K -5,566 Closed
TFO
3615
Tarbox Family Office
California
– -$306K -5,564 Closed
BF
3616
Brooklyn FI
New York
– -$297K -5,406 Closed
CTA
3617
Chesley Taft & Associates
Illinois
– -$294K -5,353 Closed
HC
3618
Hamilton Capital
Ohio
– -$289K -5,262 Closed
TA
3619
TFB Advisors
Kansas
– -$281K -5,115 Closed
WWM
3620
Westwood Wealth Management
California
– -$278K -5,054 Closed
FH
3621
Financial Harvest
Florida
– -$278K -5,050 Closed
BOC
3622
Bull Oak Capital
California
– -$277K -5,036 Closed
DG
3623
Dala Group
Illinois
– -$276K -5,023 Closed
FL
3624
FreeGulliver LLC
Louisiana
– -$272K -4,954 Closed
MPIA
3625
Milestones Private Investment Advisors
New York
– -$271K -4,925 Closed
143 144
145
146 147