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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2276
LifeSteps Financial
California
– -$299K -8,494 Closed
OAM
2277
Oak Asset Management
California
– -$297K -8,422 Closed
I
2278
INVST
Indiana
– -$296K -8,411 Closed
HAIM
2279
Hunter Associates Investment Management
Pennsylvania
– -$295K -8,388 Closed
CG
2280
Corundum Group
Colorado
– -$293K -8,331 Closed
SFG
2281
Summit Financial Group
West Virginia
– -$292K -8,294 Closed
IAP
2282
Indie Asset Partners
Indiana
– -$291K -8,264 Closed
SWA
2283
SFMG Wealth Advisors
Texas
– -$288K -8,186 Closed
ACP
2284
Aveo Capital Partners
Colorado
– -$288K -8,177 Closed
GPA
2285
Guidance Point Advisors
Massachusetts
– -$287K -8,165 Closed
AMM
2286
American Money Management
California
– -$286K -8,129 Closed
SC
2287
Saturna Capital
Washington
– -$286K -8,113 Closed
FI
2288
Fosun International
China
– -$286K -8,100 Closed
KLI
2289
Kelman-Lazarov Inc
Tennessee
– -$285K -8,082 Closed
WAM
2290
Winslow Asset Management
Ohio
– -$282K -8,020 Closed
G
2291
GenTrust
Florida
– -$282K -8,004 Closed
PMG
2292
Private Management Group
California
– -$281K -7,978 Closed
P
2293
&Partners
Tennessee
– -$281K -7,966 Closed
ML
2294
McAdam LLC
Pennsylvania
– -$280K -7,960 Closed
OWA
2295
Outlook Wealth Advisors
Texas
– -$280K -7,947 Closed
MFW
2296
Mosaic Family Wealth
Missouri
– -$279K -7,926 Closed
CCM
2297
Chickasaw Capital Management
Tennessee
– -$279K -7,922 Closed
UBV
2298
United Bank (Virginia)
Virginia
– -$278K -7,891 Closed
BCM
2299
Becker Capital Management
Oregon
– -$276K -7,847 Closed
TNA
2300
True North Advisors
Texas
– -$275K -7,810 Closed
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92
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