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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2151
Fosun International
China
– -$226K -8,000 Closed
LCC
2152
Lincoln Capital Corp
Rhode Island
– -$226K -7,804 Closed
KM
2153
Kalos Management
Georgia
– -$217K -7,495 Closed
DCM
2154
Dynamic Capital Management
Jersey
– -$215K -7,418 Closed
CAM
2155
Concorde Asset Management
Michigan
– -$214K -7,384 Closed
SWRP
2156
Summit Wealth & Retirement Planning
California
– -$210K -7,236 Closed
MWA
2157
Meridian Wealth Advisors
Texas
– -$218K -7,134 Closed
JCM
2158
Jag Capital Management
Missouri
– -$202K -6,968 Closed
HCM
2159
HMS Capital Management
Tennessee
– -$180K -6,223 Closed
PFC
2160
Phocas Financial Corp
California
– -$178K -6,140 Closed
CWA
2161
Clarus Wealth Advisors
Arizona
– -$176K -6,072 Closed
BBA
2162
Braun-Bostich & Associates
Pennsylvania
– -$167K -5,761 Closed
ACS
2163
Archford Capital Strategies
Illinois
– -$160K -5,510 Closed
TRAM
2164
Tuscan Ridge Asset Management
Illinois
– -$151K -5,250 Closed
SIM
2165
Sonora Investment Management
Arizona
– -$132K -4,556 Closed
RWA
2166
Redhawk Wealth Advisors
Minnesota
– -$122K -4,200 Closed
QFA
2167
Quattro Financial Advisors
Texas
– -$121K -4,100 Closed
IWA
2168
IBEX Wealth Advisors
New Jersey
– -$116K -4,025 Closed
MWM
2169
Mascoma Wealth Management
New Hampshire
– -$115K -3,979 Closed
MWC
2170
MKD Wealth Coaches
Michigan
– -$65K -3,484 Closed
RCG
2171
Ruggie Capital Group
Florida
– -$63K -2,167 Closed
CFA
2172
Camarda Financial Advisors
Florida
– -$57K -1,972 Closed
W
2173
WealthStone
Ohio
– -$49.4K -1,702 Closed
NCM
2174
Next Capital Management
New York
– -$49K -1,680 Closed
PCMK
2175
Paragon Capital Management (Kansas)
Kansas
– -$31K -1,075 Closed
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