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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2326
CFO4Life Group
Texas
– -$254K -7,224 Closed
C
2327
Certuity
Florida
– -$254K -7,213 Closed
CST
2328
Charles Schwab Trust
Nevada
– -$253K -7,190 Closed
SCG
2329
Sonata Capital Group
Washington
– -$253K -7,174 Closed
MWPCG
2330
Measured Wealth Private Client Group
New Hampshire
– -$253K -7,170 Closed
MSR
2331
Main Street Research
Connecticut
– -$251K -7,127 Closed
PAM
2332
Peak Asset Management
Colorado
– -$251K -7,115 Closed
GAM
2333
Gould Asset Management
California
– -$251K -7,114 Closed
FP
2334
Fiduciary Planning
Florida
– -$236K -7,095 Closed
SFA
2335
Stewardship Financial Advisors
Georgia
– -$249K -7,067 Closed
TA
2336
TFG Advisers
Michigan
– -$248K -7,066 Closed
TA
2337
TCG Advisors
Texas
– -$247K -7,021 Closed
AA
2338
AF Advisors
California
– -$247K -7,000 Closed
GD
2339
Grandfield & Dodd
New York
– -$246K -6,982 Closed
MAG
2340
Mayfair Advisory Group
Alabama
– -$245K -6,963 Closed
AC
2341
Avestar Capital
New York
– -$244K -6,944 Closed
BI
2342
Ballast Inc
Kentucky
– -$243K -6,926 Closed
WCWM
2343
Willow Creek Wealth Management
California
– -$241K -6,854 Closed
3F
2344
360 Financial
Minnesota
– -$238K -6,853 Closed
RTS
2345
Round Table Services
New Jersey
– -$240K -6,820 Closed
MCM
2346
McRae Capital Management
New Jersey
– -$240K -6,817 Closed
LCC
2347
Lincoln Capital Corp
Rhode Island
– -$240K -6,808 Closed
DC
2348
Derby & Company
Massachusetts
– -$240K -6,806 Closed
SP
2349
Successful Portfolios
Florida
– -$238K -6,771 Closed
FM
2350
Family Management
New York
– -$238K -6,759 Closed
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