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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
3701
MPS Loria Financial Planners
Illinois
– -$249K -5,111 Closed
PFM
3702
Phillips Financial Management
Indiana
– -$244K -5,006 Closed
AR
3703
Apeiron RIA
Texas
– -$244K -5,005 Closed
FIA
3704
FNY Investment Advisers
New York
– -$243K -5,000 Closed
FCM
3705
Fieldview Capital Management
Michigan
– -$243K -4,989 Closed
EAP
3706
Elevation Advisory Partners
Florida
– -$251K -4,806 Closed
MAG
3707
Meadowbrook Advisors Group
New Jersey
– -$231K -4,741 Closed
GT
3708
GreatBanc Trust
Illinois
– -$228K -4,667 Closed
BFWM
3709
Bright Futures Wealth Management
New York
– -$227K -4,653 Closed
RAM
3710
Readystate Asset Management
Illinois
– -$229K -4,315 Closed
TCFP
3711
Treasure Coast Financial Planning
Florida
– -$209K -4,284 Closed
LA
3712
Lifeworks Advisors
Michigan
– -$206K -4,226 Closed
WMA
3713
West Michigan Advisors
Michigan
– -$205K -4,215 Closed
SGWM
3714
Sterling Group Wealth Management
California
– -$203K -4,170 Closed
PC
3715
Permanens Capital
New York
– -$202K -4,149 Closed
PWA
3716
Portus Wealth Advisors
North Carolina
– -$135K -2,760 Closed
MTIM
3717
Marathon Trading Investment Management
Pennsylvania
– -$127K -2,606 Closed
AGA
3718
Arkos Global Advisors
Texas
– -$123K -2,520 Closed
MWC
3719
MBM Wealth Consultants
Missouri
– -$99.8K -2,048 Closed
IUHSA
3720
Itau Unibanco Holding S.A.
Brazil
– -$96.5K -1,980 Closed
WSA
3721
Wealth Science Advisors
Georgia
– -$89.3K -1,623 Closed
TLFA
3722
True Link Financial Advisors
California
– -$75.6K -1,550 Closed
CW
3723
Curio Wealth
Maryland
– -$70.2K -1,439 Closed
FFL
3724
Financial Freedom LLC
Ohio
– -$68.3K -1,401 Closed
EC
3725
Elequin Capital
New York
– -$49.4K -1,014 Closed
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149
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