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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1401
Smith & Howard Wealth Management
Georgia
– -$219K -12,713 Closed
TIA
1402
Tiemann Investment Advisors
California
– -$218K -12,650 Closed
AWA
1403
ARS Wealth Advisors
Florida
– -$217K -12,609 Closed
AWM
1404
Altavista Wealth Management
North Carolina
– -$201K -11,684 Closed
CCM
1405
Chickasaw Capital Management
Tennessee
– -$197K -11,446 Closed
WCM
1406
Windsor Capital Management
Arizona
– -$188K -10,920 Closed
BHC
1407
Bowen Hanes & Co
Florida
– -$187K -10,900 Closed
PIC
1408
PCJ Investment Counsel
Ontario, Canada
– -$190K -10,000 Closed
TT
1409
Tiedemann Trust
Delaware
– -$130M -7,536 Closed
AR
1410
Advisory Research
Illinois
– -$72K -4,177 Closed
IC
1411
IKOS CIF
Cyprus
– -$52K -3,054 Closed
IRS
1412
Invictus RG (Singapore)
Singapore
– -$19K -1,111 Closed
ECM
1413
ETrade Capital Management
Virginia
– -$18K -1,036 Closed
TF
1414
Trutina Financial
Washington
– -$14K -794 Closed
CPA
1415
Cowen Prime Advisors
New York
– -$13K -761 Closed
HMS
1416
Hanseatic Management Services
New Mexico
– -$34K -585 Closed
ST
1417
Somerset Trust
Pennsylvania
– -$8K -484 Closed
WF
1418
WealthTrust Fairport
Ohio
– -$5K -275 Closed
AFIA
1419
America First Investment Advisors
Nebraska
– -$3.11K -200 -90%
LFG
1420
LifePlan Financial Group
Ohio
– -$1K -40 Closed
SEC
1421
Seven Eight Capital
New York
– +$233 +15 New
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