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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
3701
Verity Asset Management
North Carolina
– -$207K -3,764 Closed
RHP
3702
Royal Harbor Partners
Texas
– -$206K -3,748 Closed
WC
3703
Weil Company
California
– -$206K -3,748 Closed
OC
3704
Optima Capital
Oregon
– -$206K -3,744 Closed
GG
3705
GenWealth Group
New Jersey
– -$214K -3,740 Closed
2WWM
3706
21 West Wealth Management
California
– -$205K -3,731 Closed
AAM
3707
Aureus Asset Management
Massachusetts
– -$205K -3,722 Closed
TFA
3708
Tobias Financial Advisors
Florida
– -$205K -3,720 Closed
SPAS
3709
Spectrum Planning & Advisory Services
California
– -$205K -3,719 Closed
CFG
3710
Compton Financial Group
Maryland
– -$204K -3,718 Closed
GRA
3711
Golden Road Advisors
Florida
– -$204K -3,709 Closed
I2I
3712
Insight 2811 Inc
Illinois
– -$204K -3,705 Closed
ACM
3713
Armbruster Capital Management
New York
– -$204K -3,700 Closed
RFG
3714
RFP Financial Group
Georgia
– -$203K -3,691 Closed
RA
3715
Rubicon Advisors
California
– -$203K -3,685 Closed
CC
3716
Cadinha & Co
Hawaii
– -$202K -3,667 Closed
SCM
3717
Spreng Capital Management
Ohio
– -$201K -3,660 Closed
IA
3718
Intellus Advisors
Florida
– -$201K -3,656 Closed
DWM
3719
Ducere Wealth Management
California
– -$201K -3,653 Closed
TP
3720
Thayer Partners
Pennsylvania
– -$201K -3,646 Closed
PW
3721
Potentia Wealth
California
– -$200K -3,644 Closed
HKIMG
3722
Hutchens & Kramer Investment Management Group
Indiana
– -$200K -3,640 Closed
ELM
3723
Elite Life Management
Florida
– -$204K -3,616 Closed
SFS
3724
Strategic Financial Services
New York
– -$203K -3,597 Closed
VCMGDR
3725
Vinland Capital Management Gestora de Recursos
Brazil
– -$148K -2,866 Closed
147 148
149
150 151