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Booking.com

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
851
Sowell Financial Services
Arkansas
$702K -$195K -2,200 -22%
BBNA
852
Bremer Bank National Association
Minnesota
$699K -$28.9K -325 -4%
SW
853
SlateStone Wealth
Florida
$699K
SACTSONJ
854
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$699K
TI
855
Tidal Investments
Wisconsin
$699K +$147K +1,650 +28%
LA
856
Latitude Advisors
Florida
$697K -$418K -4,700 -39%
TWI
857
Thomas White International
Illinois
$692K
HSA
858
HBK Sorce Advisory
Pennsylvania
$676K +$187K +2,100 +41%
AWM
859
Altium Wealth Management
New York
$673K +$31.1K +350 +5%
AWP
860
Accretive Wealth Partners
New Jersey
$666K +$86.6K +975 +16%
SDWIA
861
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$662K
HI
862
Horizon Investments
North Carolina
$662K +$631K +7,100 New
MAM
863
McCarthy Asset Management
California
$655K
HWA
864
Heritage Wealth Advisors
Virginia
$650K -$853K -9,600 -58%
HCM
865
Hollencrest Capital Management
California
$650K +$289K +3,250 +87%
MIM
866
Moseley Investment Management
Florida
$648K +$102K +1,150 +20%
VI
867
Versor Investments
New York
$641K +$611K +6,875 New
BRWA
868
B. Riley Wealth Advisors
Florida
$631K +$149K +1,675 +32%
CWM
869
Circle Wealth Management
New Jersey
$629K -$6.66K -75 -1%
MAM
870
Meeder Asset Management
Ohio
$624K +$155K +1,750 +35%
B
871
Barings
North Carolina
$610K -$51.1K -575 -8%
GW
872
GW & Wade
Massachusetts
$606K +$189K +2,125 +49%
HJMC
873
Hellman Jordan Management Company
Massachusetts
$606K +$577K +6,500 New
MWM
874
Meridian Wealth Management
Kentucky
$603K
Cerity Partners
875
Cerity Partners
New York
$601K +$53.3K +600 +10%