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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
CW
2201
CreativeOne Wealth
Kansas
– -$377K -17,741 Closed
CMI
2202
Clare Market Investments
Texas
– -$356K -16,748 Closed
GPFA
2203
Game Plan Financial Advisors
Ohio
– -$300K -14,160 Closed
GFP
2204
Gryphon Financial Partners
Ohio
– -$283K -13,341 Closed
SYBT
2205
Stock Yards Bank & Trust
Kentucky
– -$280K -13,189 Closed
CIC
2206
Crawford Investment Counsel
Georgia
– -$271K -12,742 Closed
CPA
2207
Clear Perspective Advisors
Illinois
– -$270K -12,698 Closed
TA
2208
Tiedemann Advisors
New York
– -$268K -12,630 Closed
DCM
2209
Driehaus Capital Management
Illinois
– -$261K -12,288 Closed
BOS
2210
Bank of Stockton
California
– -$258K -12,198 Closed
EWM
2211
EPG Wealth Management
Georgia
– -$250K -11,797 Closed
QT
2212
Quantamental Technologies
New York
– -$244K -11,500 Closed
TCM
2213
Teza Capital Management
Illinois
– -$242K -11,380 Closed
CWA
2214
Clarus Wealth Advisors
Arizona
– -$225K -11,245 Closed
TBA
2215
Tower Bridge Advisors
Pennsylvania
– -$237K -11,172 Closed
BA
2216
Birinyi Associates
Connecticut
– -$236K -11,100 Closed
AWE
2217
Avidian Wealth Enterprises
Texas
– -$234K -11,036 Closed
CWM
2218
Chesapeake Wealth Management
Virginia
– -$223K -10,526 Closed
CCG
2219
Chatham Capital Group
Georgia
– -$217K -10,240 Closed
CCT
2220
Capital City Trust
Florida
– -$217K -10,222 Closed
PD
2221
Planning Directions
Pennsylvania
– -$215K -10,107 Closed
IIM
2222
Ipswich Investment Management
Massachusetts
– -$214K -10,076 Closed
FIA
2223
FNY Investment Advisers
New York
– -$213K -10,050 Closed
SCC
2224
Second Curve Capital
Pennsylvania
– -$212K -10,000 Closed
ACA
2225
Affinity Capital Advisors
California
– -$232K -9,962 Closed