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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
851
III Capital Management
Florida
$2.04M -$1.13M -6,600 -37%
SWM
852
Segment Wealth Management
Texas
$2.03M +$105K +616 +6%
EWM
853
Evergreen Wealth Management
Michigan
$2.03M +$503K +2,949 +35%
TCA
854
Teewinot Capital Advisers
New York
$2.03M -$73.4K -430 -4%
OWA
855
One Wealth Advisors
California
$2.02M +$6.65K +39 +0.3%
CTA
856
Chesley Taft & Associates
Illinois
$2.01M -$4.26K -25 -0.2%
SI
857
Scharf Investments
California
$2.01M -$105M -617,680 -98%
BLAM
858
Bourne Lent Asset Management
New York
$2.01M – – –
SIA
859
Sit Investment Associates
Minnesota
$2M – – –
NRG
860
Nemes Rush Group
Michigan
$2M +$512 +3 +0%
SB
861
SIG Brokerage
New York
$2M +$1.27M +7,417 +195%
BHWM
862
Bar Harbor Wealth Management
New Hampshire
$1.99M -$19.6K -115 -1%
DA
863
Dougherty & Associates
Florida
$1.99M +$150K +881 +9%
HHMI
864
Howard Hughes Medical Institute
Maryland
$1.98M – – –
V
865
VeraBank
Texas
$1.97M -$114K -670 -6%
SICM
866
Sustainable Insight Capital Management
New York
$1.95M -$2.84M -16,630 -60%
MW
867
Maia Wealth
Colorado
$1.94M -$326K -1,913 -15%
SAM
868
Strategy Asset Managers
California
$1.94M +$145K +849 +8%
GLR
869
Great Lakes Retirement
Ohio
$1.93M +$116K +681 +7%
S
870
SignatureFD
Georgia
$1.93M -$764K -4,477 -29%
HCM
871
HMS Capital Management
Tennessee
$1.93M -$28.7K -168 -2%
APP
872
Avantax Planning Partners
Iowa
$1.92M +$320K +1,873 +21%
CCA
873
Checchi Capital Advisers
California
$1.92M -$44.4K -260 -2%
SGI
874
Summit Global Investments
Utah
$1.91M -$887K -5,199 -33%
CIA
875
Cape Investment Advisory
Georgia
$1.89M -$162K -948 -8%
33 34
35
36 37