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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
826
Markel Group
Virginia
$374K – – –
KWM
827
Kingsview Wealth Management
Oregon
$374K +$58.6K +800 +19%
FSA
828
Financial Sense Advisors
California
$372K +$12.8K +175 +4%
SAM
829
Silvercrest Asset Management
New York
$371K – – –
WCM
830
Weatherstone Capital Management
Colorado
$367K +$38.5K +525 +12%
LC
831
Lourd Capital
California
$365K +$38.5K +525 +12%
SFA
832
Sequoia Financial Advisors
Ohio
$363K – – –
FT
833
Fiduciary Trust
Massachusetts
$361K -$11K -150 -3%
WI
834
Wintrust Investments
Illinois
$357K +$80.6K +1,100 +30%
CCP
835
Corient Capital Partners
California
$354K – – –
ANB
836
Amarillo National Bank
Texas
$352K – – –
RFS
837
Rockefeller Financial Services
New York
$350K -$11K -150 -3%
HIIFS
838
Harel Insurance Investments & Financial Services
Israel
$350K -$5.5K -75 -2%
BCM
839
BTR Capital Management
California
$346K -$9.16K -125 -3%
FPFS
840
First Personal Financial Services
North Carolina
$340K +$143K +1,950 +75%
UBWV
841
United Bank (West Virginia)
West Virginia
$338K +$82.5K +1,125 +33%
CCM
842
Coldstream Capital Management
Washington
$337K +$64.1K +875 +24%
GC
843
Grimes & Company
Massachusetts
$331K +$18.3K +250 +6%
PIM
844
Partner Investment Management
California
$329K +$323K +4,400 New
RG
845
Rathbones Group
United Kingdom
$327K – – –
WDL
846
Well Done LLC
Michigan
$327K +$3.67K +50 +1%
PL
847
Parkwood LLC
Ohio
$325K +$319K +4,350 New
SPC
848
Sigma Planning Corp
Michigan
$320K +$27.5K +375 +10%
FMWA
849
Forvis Mazars Wealth Advisors
Missouri
$320K +$36.7K +500 +13%
LNB
850
Ledyard National Bank
$318K -$203K -2,775 -40%
32 33
34
35 36