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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
QA
3726
Quattro Advisors
Pennsylvania
– -$156K -2,841 Closed
EI
3727
eCIO Inc
Wisconsin
– -$147K -2,671 Closed
CA
3728
Cresta Advisors
Texas
– -$146K -2,647 Closed
GAFA
3729
Garton & Associates Financial Advisors
Kentucky
– -$145K -2,638 Closed
AWA
3730
American Wealth Advisors
Georgia
– -$121K -2,196 Closed
PFO
3731
Pioneer Family Office
Florida
– -$119K -2,170 Closed
WWA
3732
Wealth Watch Advisors
Colorado
– -$85.7K -1,558 Closed
HHMI
3733
Howard Hughes Medical Institute
Maryland
– -$79.7K -1,449 Closed
IIM
3734
IFC & Insurance Marketing
California
– -$72K -1,305 Closed
JWM
3735
Jessup Wealth Management
Ohio
– -$70.5K -1,282 Closed
CRI
3736
Commonwealth Retirement Investments
Virginia
– -$59.8K -1,088 Closed
EPG
3737
Estate Planners Group
Pennsylvania
– -$54.2K -986 Closed
CP
3738
Camelot Portfolios
Ohio
– -$50.4K -917 Closed
OCM
3739
Osterweis Capital Management
California
– -$48.3K -878 Closed
FIM
3740
FWL Investment Management
Texas
– -$38.3K -696 Closed
MHIP
3741
Mountain Hill Investment Partners
New Jersey
– -$33K -600 Closed
VWWMG
3742
Vermillion & White Wealth Management Group
Pennsylvania
– -$28.5K -518 Closed
ASC
3743
Ares Systematic Credit
– -$511K -408 Closed
TPBG
3744
Turning Point Benefit Group
Maryland
– -$17.6K -320 Closed
GWM
3745
Greenline Wealth Management
Florida
– -$14.6K -266 Closed
KBFS
3746
Kohmann Bosshard Financial Services
Ohio
– -$13.8K -250 Closed
WW
3747
Winnow Wealth
Texas
– -$10.9K -199 Closed
CWM
3748
Cedar Wealth Management
California
– -$10.5K -191 Closed
IWM
3749
Inlight Wealth Management
Georgia
– -$8.74K -159 Closed
FW
3750
Fairway Wealth
Ohio
– -$6.38K -116 Closed