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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
3626
Harbour Trust & Investment Management
Indiana
– -$270K -4,902 Closed
EPW
3627
Endeavor Private Wealth
Kansas
– -$268K -4,871 Closed
HA
3628
HFG Advisors
Ohio
– -$264K -4,808 Closed
NBWM
3629
North Berkeley Wealth Management
California
– -$263K -4,778 Closed
CFSG
3630
Clark Financial Services Group
Missouri
– -$268K -4,704 Closed
SA
3631
Strategic Advocates
Utah
– -$258K -4,665 Closed
CP
3632
Creekside Partners
California
– -$256K -4,647 Closed
WPW
3633
Watershed Private Wealth
Illinois
– -$255K -4,639 Closed
BMM
3634
Berkshire Money Management
Massachusetts
– -$255K -4,637 Closed
CFA
3635
Capstone Financial Advisors
Illinois
– -$255K -4,637 Closed
SWMP
3636
Signature Wealth Management Partners
New Jersey
– -$250K -4,542 Closed
CWAF
3637
Core Wealth Advisors (Florida)
Florida
– -$250K -4,539 Closed
SLWA
3638
San Luis Wealth Advisors
California
– -$246K -4,478 Closed
BCG
3639
Bravias Capital Group
New Jersey
– -$244K -4,430 Closed
PWP
3640
Parkwoods Wealth Partners
New York
– -$239K -4,351 Closed
CWMGO
3641
Capstone Wealth Management Group (Oregon)
Oregon
– -$239K -4,345 Closed
TCM
3642
Telos Capital Management
California
– -$237K -4,308 Closed
BWP
3643
Bernardo Wealth Planning
Pennsylvania
– -$236K -4,300 Closed
LOIP
3644
Live Oak Investment Partners
Texas
– -$235K -4,265 Closed
FCB
3645
First County Bank
Connecticut
– -$234K -4,255 Closed
HIS
3646
Harvest Investment Services
Illinois
– -$234K -4,252 Closed
FCM
3647
Fortis Capital Management
Washington
– -$234K -4,250 Closed
IIM
3648
Ipswich Investment Management
Massachusetts
– -$234K -4,250 Closed
SFP
3649
Sandbox Financial Partners
Maryland
– -$232K -4,220 Closed
SO
3650
Sierra Ocean
California
– -$231K -4,204 Closed
144 145
146
147 148