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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
FM
2351
Family Management
New York
– -$238K -6,759 Closed
WTFG
2352
Wells Trecaso Financial Group
Ohio
– -$236K -6,706 Closed
SEIA
2353
Signature Estate & Investment Advisors
California
– -$236K -6,698 Closed
AP
2354
Adero Partners
California
– -$235K -6,670 Closed
SHWM
2355
Smith & Howard Wealth Management
Georgia
– -$235K -6,669 Closed
NSAM
2356
North Star Asset Management
Wisconsin
– -$235K -6,665 Closed
CPIG
2357
Chicago Partners Investment Group
Illinois
– -$230K -6,622 Closed
UC
2358
Unio Capital
New Jersey
– -$232K -6,600 Closed
SDAM
2359
Shulman DeMeo Asset Management
New York
– -$232K -6,590 Closed
FA
2360
Faithward Advisors
Pennsylvania
– -$229K -6,513 Closed
BMO
2361
Beck Mack & Oliver
New York
– -$229K -6,500 Closed
TA
2362
Trellis Advisors
Washington
– -$229K -6,489 Closed
RGIA
2363
Rainier Group Investment Advisory
Washington
– -$228K -6,475 Closed
MCIA
2364
Mountain Capital Investment Advisors
Colorado
– -$224K -6,414 Closed
EA
2365
Elm Advisors
California
– -$225K -6,375 Closed
MIS
2366
Morningstar Investment Services
Illinois
– -$224K -6,362 Closed
BB
2367
Bell Bank
North Dakota
– -$224K -6,361 Closed
CWM
2368
CCG Wealth Management
California
– -$224K -6,352 Closed
FUBT
2369
First United Bank & Trust
Maryland
– -$223K -6,344 Closed
FIG
2370
FundX Investment Group
California
– -$223K -6,331 Closed
BIA
2371
Biondo Investment Advisors
Pennsylvania
– -$222K -6,300 Closed
PAS
2372
Professional Advisory Services
Florida
– -$220K -6,242 Closed
IWS
2373
Insight Wealth Strategies
California
– -$219K -6,216 Closed
ACP
2374
Arcus Capital Partners
Georgia
– -$218K -6,189 Closed
HCM
2375
Hengehold Capital Management
Ohio
– -$217K -6,170 Closed