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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2326
BCS Wealth Management
Tennessee
– -$255K -7,243 Closed
CG
2327
CFO4Life Group
Texas
– -$254K -7,224 Closed
C
2328
Certuity
Florida
– -$254K -7,213 Closed
CST
2329
Charles Schwab Trust
Nevada
– -$253K -7,190 Closed
SCG
2330
Sonata Capital Group
Washington
– -$253K -7,174 Closed
MWPCG
2331
Measured Wealth Private Client Group
New Hampshire
– -$253K -7,170 Closed
MSR
2332
Main Street Research
Connecticut
– -$251K -7,127 Closed
PAM
2333
Peak Asset Management
Colorado
– -$251K -7,115 Closed
GAM
2334
Gould Asset Management
California
– -$251K -7,114 Closed
FP
2335
Fiduciary Planning
Florida
– -$236K -7,095 Closed
SFA
2336
Stewardship Financial Advisors
Georgia
– -$249K -7,067 Closed
TA
2337
TFG Advisers
Michigan
– -$248K -7,066 Closed
TA
2338
TCG Advisors
Texas
– -$247K -7,021 Closed
AA
2339
AF Advisors
California
– -$247K -7,000 Closed
GD
2340
Grandfield & Dodd
New York
– -$246K -6,982 Closed
MAG
2341
Mayfair Advisory Group
Alabama
– -$245K -6,963 Closed
AC
2342
Avestar Capital
New York
– -$244K -6,944 Closed
BI
2343
Ballast Inc
Kentucky
– -$243K -6,926 Closed
WCWM
2344
Willow Creek Wealth Management
California
– -$241K -6,854 Closed
3F
2345
360 Financial
Minnesota
– -$238K -6,853 Closed
RTS
2346
Round Table Services
New Jersey
– -$240K -6,820 Closed
MCM
2347
McRae Capital Management
New Jersey
– -$240K -6,817 Closed
LCC
2348
Lincoln Capital Corp
Rhode Island
– -$240K -6,808 Closed
DC
2349
Derby & Company
Massachusetts
– -$240K -6,806 Closed
SP
2350
Successful Portfolios
Florida
– -$238K -6,771 Closed
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94
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