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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2351
Successful Portfolios
Florida
– -$238K -6,771 Closed
FM
2352
Family Management
New York
– -$238K -6,759 Closed
WTFG
2353
Wells Trecaso Financial Group
Ohio
– -$236K -6,706 Closed
SEIA
2354
Signature Estate & Investment Advisors
California
– -$236K -6,698 Closed
AP
2355
Adero Partners
California
– -$235K -6,670 Closed
SHWM
2356
Smith & Howard Wealth Management
Georgia
– -$235K -6,669 Closed
NSAM
2357
North Star Asset Management
Wisconsin
– -$235K -6,665 Closed
CPIG
2358
Chicago Partners Investment Group
Illinois
– -$230K -6,622 Closed
UC
2359
Unio Capital
New Jersey
– -$232K -6,600 Closed
SDAM
2360
Shulman DeMeo Asset Management
New York
– -$232K -6,590 Closed
FA
2361
Faithward Advisors
Pennsylvania
– -$229K -6,513 Closed
BMO
2362
Beck Mack & Oliver
New York
– -$229K -6,500 Closed
TA
2363
Trellis Advisors
Washington
– -$229K -6,489 Closed
RGIA
2364
Rainier Group Investment Advisory
Washington
– -$228K -6,475 Closed
MCIA
2365
Mountain Capital Investment Advisors
Colorado
– -$224K -6,414 Closed
EA
2366
Elm Advisors
California
– -$225K -6,375 Closed
MIS
2367
Morningstar Investment Services
Illinois
– -$224K -6,362 Closed
BB
2368
Bell Bank
North Dakota
– -$224K -6,361 Closed
CWM
2369
CCG Wealth Management
California
– -$224K -6,352 Closed
FUBT
2370
First United Bank & Trust
Maryland
– -$223K -6,344 Closed
FIG
2371
FundX Investment Group
California
– -$223K -6,331 Closed
BIA
2372
Biondo Investment Advisors
Pennsylvania
– -$222K -6,300 Closed
PAS
2373
Professional Advisory Services
Florida
– -$220K -6,242 Closed
IWS
2374
Insight Wealth Strategies
California
– -$219K -6,216 Closed
ACP
2375
Arcus Capital Partners
Georgia
– -$218K -6,189 Closed
93 94
95
96 97