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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
3601
Infrastructure Capital Advisors
New York
– -$306K -5,566 Closed
TFO
3602
Tarbox Family Office
California
– -$306K -5,564 Closed
BF
3603
Brooklyn FI
New York
– -$297K -5,406 Closed
CTA
3604
Chesley Taft & Associates
Illinois
– -$294K -5,353 Closed
HC
3605
Hamilton Capital
Ohio
– -$289K -5,262 Closed
TA
3606
TFB Advisors
Kansas
– -$281K -5,115 Closed
WWM
3607
Westwood Wealth Management
California
– -$278K -5,054 Closed
FH
3608
Financial Harvest
Florida
– -$278K -5,050 Closed
BOC
3609
Bull Oak Capital
California
– -$277K -5,036 Closed
DG
3610
Dala Group
Illinois
– -$276K -5,023 Closed
FL
3611
FreeGulliver LLC
Louisiana
– -$272K -4,954 Closed
MPIA
3612
Milestones Private Investment Advisors
New York
– -$271K -4,925 Closed
HTIM
3613
Harbour Trust & Investment Management
Indiana
– -$270K -4,902 Closed
EPW
3614
Endeavor Private Wealth
Kansas
– -$268K -4,871 Closed
HA
3615
HFG Advisors
Ohio
– -$264K -4,808 Closed
NBWM
3616
North Berkeley Wealth Management
California
– -$263K -4,778 Closed
CFSG
3617
Clark Financial Services Group
Missouri
– -$268K -4,704 Closed
SA
3618
Strategic Advocates
Utah
– -$258K -4,665 Closed
CP
3619
Creekside Partners
California
– -$256K -4,647 Closed
WPW
3620
Watershed Private Wealth
Illinois
– -$255K -4,639 Closed
BMM
3621
Berkshire Money Management
Massachusetts
– -$255K -4,637 Closed
CFA
3622
Capstone Financial Advisors
Illinois
– -$255K -4,637 Closed
SWMP
3623
Signature Wealth Management Partners
New Jersey
– -$250K -4,542 Closed
CWAF
3624
Core Wealth Advisors (Florida)
Florida
– -$250K -4,539 Closed
SLWA
3625
San Luis Wealth Advisors
California
– -$246K -4,478 Closed
143 144
145
146 147