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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3676
Kaydan Wealth Management
Michigan
– -$217K -3,939 Closed
CS
3677
Capital Square
Tennessee
– -$216K -3,936 Closed
ODIJL
3678
One Day In July LLC
Vermont
– -$216K -3,936 Closed
FWM
3679
FMA Wealth Management
Massachusetts
– -$216K -3,932 Closed
RAG
3680
RIA Advisory Group
Iowa
– -$216K -3,932 Closed
WAM
3681
Winslow Asset Management
Ohio
– -$216K -3,930 Closed
CWM
3682
Cabot Wealth Management
Massachusetts
– -$216K -3,921 Closed
WFMPM
3683
Woodley Farra Manion Portfolio Management
Indiana
– -$215K -3,918 Closed
MHFA
3684
Mission Hills Financial Advisory
California
– -$215K -3,903 Closed
BBA
3685
Braun-Bostich & Associates
Pennsylvania
– -$213K -3,880 Closed
NMCM
3686
Nicholson Meyer Capital Management
Missouri
– -$213K -3,867 Closed
EHWM
3687
Eads & Heald Wealth Management
Georgia
– -$212K -3,861 Closed
LT
3688
Legacy Trust
Michigan
– -$212K -3,861 Closed
BWS
3689
Buck Wealth Strategies
Colorado
– -$212K -3,854 Closed
TW
3690
ticino wealth
California
– -$212K -3,850 Closed
BWMG
3691
Barnes Wealth Management Group
California
– -$212K -3,845 Closed
WSWA
3692
Warren Street Wealth Advisors
California
– -$211K -3,842 Closed
EA
3693
Echo45 Advisors
California
– -$211K -3,838 Closed
HWMG
3694
Harbour Wealth Management Group
South Carolina
– -$211K -3,833 Closed
CCG
3695
Catalina Capital Group
California
– -$210K -3,827 Closed
MP
3696
Moment Partners
California
– -$210K -3,826 Closed
FPH
3697
Financial Planning Hawaii
Hawaii
– -$210K -3,817 Closed
BMCM
3698
Burns Matteson Capital Management
New York
– -$209K -3,800 Closed
MA
3699
Modus Advisors
Minnesota
– -$208K -3,784 Closed
EB
3700
Exchange Bank
California
– -$208K -3,782 Closed
146 147
148
149 150