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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3701
Kercheville Advisors
Texas
– -$223K -4,321 Closed
HWM
3702
Hobbs Wealth Management
Indiana
– -$219K -4,252 Closed
BBWA
3703
Bell & Brown Wealth Advisors
California
– -$214K -4,146 Closed
CC
3704
Constitution Capital
Connecticut
– -$209K -4,050 Closed
SCA
3705
Stuart Chaussee & Associates
California
– -$206K -4,000 Closed
TIM
3706
Tortoise Investment Management
New York
– -$155K -3,003 Closed
FFWM
3707
Future Financial Wealth Management
Ohio
– -$131K -2,541 Closed
JWM
3708
JPL Wealth Management
Colorado
– -$89.9K -1,742 Closed
KFP
3709
Keener Financial Planning
Texas
– -$75K -1,454 Closed
HFS
3710
Hopwood Financial Services
Virginia
– -$72.2K -1,400 Closed
CCM
3711
Cloud Capital Management
Washington
– -$62K -1,215 Closed
GFWA
3712
Grey Fox Wealth Advisors
Delaware
– -$55.4K -1,075 Closed
TCM
3713
TruNorth Capital Management
Michigan
– -$54.9K -1,064 Closed
UOIF
3714
University of Illinois Foundation
Illinois
– -$52.3K -1,000 Closed
FLFS
3715
Family Legacy Financial Solutions
North Carolina
– -$22.2K -430 Closed
CTC
3716
Corundum Trust Company
South Dakota
– -$22.1K -428 Closed
DCM
3717
Dimension Capital Management
Florida
– -$20.7K -402 Closed
NCM
3718
Northwest Capital Management
Oregon
– -$14K -271 Closed
PAM
3719
Palisade Asset Management
Minnesota
– -$11.1K -214 Closed
ORAM
3720
One River Asset Management
Connecticut
– -$3.44K -65 Closed
SIP
3721
Sellwood Investment Partners
Oregon
– -$2.63K -51 Closed
PCM
3722
Perritt Capital Management
Illinois
– -$2.27K -44 Closed
SFCL
3723
Strengthening Families & Communities LLC
Massachusetts
– -$2.08K -40 Closed
BMC
3724
Bear Mountain Capital
Washington
– -$1.24K -24 Closed
EPW
3725
Evergreen Private Wealth
Colorado
– -$671 -13 Closed
145 146 147 148
149