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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1826
RGT Wealth Advisors
Texas
– -$270K -12,245 Closed
VI
1827
Versor Investments
New York
– -$264K -11,934 Closed
HCM
1828
Harvey Capital Management
Florida
– -$254K -11,500 Closed
ECM
1829
Evergreen Capital Management
Washington
– -$229K -10,380 Closed
PIM
1830
Partner Investment Management
California
– -$218K -9,875 Closed
YU
1831
Yale University
Connecticut
– -$210K -9,500 Closed
TPW
1832
Tiller Private Wealth
Pennsylvania
– -$208K -9,400 Closed
BCP
1833
Berkeley Capital Partners
Georgia
– -$205K -9,259 Closed
GHA
1834
GW Henssler & Associates
Georgia
– -$203K -9,183 Closed
AIP
1835
Ahrens Investment Partners
Louisiana
– -$202K -9,132 Closed
IC
1836
Inverness Counsel
New York
– -$205K -8,952 Closed
JWM
1837
Janiczek Wealth Management
Colorado
– -$154K -6,986 Closed
EF
1838
Empirical Finance
Pennsylvania
– -$103K -4,636 Closed
PRS
1839
Pinkerton Retirement Specialists
Idaho
– -$85K -3,836 Closed
SIG
1840
Stanford Investment Group
California
– -$84K -3,806 Closed
CCMIC
1841
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$44K -2,000 Closed
AP
1842
Advisors Preferred
Maryland
– -$36K -1,639 Closed
BAM
1843
Bruderman Asset Management
New York
– -$33K -1,511 Closed
FAN
1844
Financial Advisors Network
California
– -$30.7K -1,323 Closed
FFW
1845
Fusion Family Wealth
New York
– -$24K -1,028 Closed
HTHT
1846
Hemenway Trust Hemenway Trust
New Hampshire
– -$20K -900 Closed
KLI
1847
Kelman-Lazarov Inc
Tennessee
– -$12.2K -553 Closed
BA
1848
BCM Advisors
Louisiana
– -$11K -495 Closed
FPTW
1849
Franklin, Parlapiano, Turner & Welch
Texas
– -$7K -300 Closed
BCMIO
1850
Beacon Capital Management Inc (Ohio)
Ohio
– +$261 +11 New