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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBA
2201
Secrest Blakey & Associates
North Carolina
– -$201K -6,821 Closed
SFA
2202
Stewardship Financial Advisors
Georgia
– -$201K -6,817 Closed
PAM
2203
Peak Asset Management
Colorado
– -$201K -6,815 Closed
DC
2204
Derby & Company
Massachusetts
– -$201K -6,806 Closed
EA
2205
Elm Advisors
California
– -$188K -6,375 Closed
GFP
2206
Gryphon Financial Partners
Ohio
– -$184K -6,252 Closed
HFM
2207
Harvest Fund Management
China
– -$182K -6,173 Closed
SAS
2208
Stelac Advisory Services
New York
– -$169K -5,750 Closed
WVP
2209
Worth Venture Partners
New Jersey
– -$166K -5,626 Closed
MCM
2210
Mainstay Capital Management
Michigan
– -$161K -5,492 Closed
CPIG
2211
Chicago Partners Investment Group
Illinois
– -$108K -4,043 Closed
RP
2212
Rowlandmiller & Partners
Georgia
– -$110K -3,726 Closed
CCMIC
2213
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$106K -3,600 Closed
BA
2214
Ballew Advisors
Mississippi
– -$95K -3,598 Closed
AIM
2215
Acropolis Investment Management
Missouri
– -$105K -3,550 Closed
TC
2216
Trilogy Capital
California
– -$101K -3,429 Closed
ML
2217
McAdam LLC
Pennsylvania
– -$87K -2,945 Closed
HMS
2218
Hanseatic Management Services
New Mexico
– -$77K -2,623 Closed
CWSR
2219
Chessman Wealth Strategies RIA
Texas
– -$75K -2,536 Closed
OWA
2220
One Wealth Advisors
California
– -$67K -2,269 Closed
DWA
2221
Divergent Wealth Advisors
Utah
– -$61K -2,033 Closed
BSG
2222
Black Swift Group
Colorado
– -$59K -2,000 Closed
SWMG
2223
Signature Wealth Management Group
Georgia
– -$52K -1,971 Closed
WA
2224
WP Advisors
California
– -$58K -1,969 Closed
P8IP
2225
Pier 88 Investment Partners
California
– -$47K -1,600 Closed
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