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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1776
NatWest Group
United Kingdom
– -$352K -22,507 Closed
FPCP
1777
Fort Point Capital Partners
California
– -$320K -20,309 Closed
CMANY
1778
Capital Management Associates (New York)
New York
– -$300K -19,200 Closed
JFA
1779
Johanson Financial Advisors
California
– -$279K -17,860 Closed
LK
1780
Lumbard & Kellner
New Hampshire
– -$237K -15,120 Closed
LPC
1781
Loeb Partners Corp
New York
– -$220K -14,040 Closed
GA
1782
Geller Advisors
New York
– -$202K -12,883 Closed
EP
1783
Edgestream Partners
New Jersey
– -$174K -11,109 Closed
IFS
1784
Ifrah Financial Services
Arkansas
– -$168K -10,749 Closed
EWA
1785
EP Wealth Advisors
California
– -$160K -10,251 Closed
CM
1786
Cornerstone Management
Georgia
– -$158K -10,125 Closed
TBA
1787
Tower Bridge Advisors
Pennsylvania
– -$157K -10,046 Closed
CCMG
1788
Clark Capital Management Group
Pennsylvania
– -$157K -10,000 Closed
SIG
1789
Schooner Investment Group
Pennsylvania
– -$156K -10,000 Closed
BBPWM
1790
Blue Bell Private Wealth Management
Pennsylvania
– -$116K -7,401 Closed
KA
1791
Klingman & Associates
New York
– -$73K -4,682 Closed
ACS
1792
Archford Capital Strategies
Illinois
– -$36K -2,356 Closed
SAM
1793
Sunnymeath Asset Management
New Jersey
– -$46K -2,315 Closed
LWA
1794
Lenox Wealth Advisors
New York
– -$31K -2,000 Closed
PSC
1795
Prentiss Smith & Co
Vermont
– -$18K -1,127 Closed
SFG
1796
Sage Financial Group
Pennsylvania
– -$16K -1,009 Closed
HCM
1797
Herndon Capital Management
Georgia
– -$15K -946 Closed
DOA
1798
D'Orazio & Associates
Virginia
– -$7K -500 Closed
PFG
1799
Piershale Financial Group
Illinois
– -$7K -473 Closed
CAL
1800
Capital Advisors Ltd
Ohio
– -$6K -400 Closed
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