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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
851
Avantax Planning Partners
Iowa
$1.52M +$74.8K +525 +5%
CA
852
Clearstead Advisors
Ohio
$1.51M -$14.3K -100 -1%
B
853
Bailard
California
$1.5M +$274K +1,925 +23%
TPW
854
Transatlantique Private Wealth
New York
$1.48M -$92.6K -650 -6%
WPW
855
Waldron Private Wealth
Pennsylvania
$1.47M -$28.5K -200 -2%
CVA
856
Central Valley Advisors
California
$1.46M +$60.6K +425 +4%
SBIA
857
Sheaff Brock Investment Advisors
Indiana
$1.46M +$10.7K +75 +0.8%
ZF
858
Zhang Financial
Michigan
$1.46M +$192K +1,350 +16%
DPIM
859
Duff & Phelps Investment Management
Illinois
$1.46M +$24.9K +175 +2%
WPC
860
Wedmont Private Capital
Pennsylvania
$1.46M +$78.4K +550 +6%
FIA
861
Foundations Investment Advisors
Arizona
$1.45M -$157K -1,100 -10%
BRWA
862
B. Riley Wealth Advisors
Florida
$1.45M +$82K +575 +5%
AC
863
Aristides Capital
Kentucky
$1.45M – – –
SWM
864
Segment Wealth Management
Texas
$1.45M +$96.2K +675 +7%
UW
865
Unique Wealth
Florida
$1.44M +$456K +3,200 +48%
WIS
866
Wright Investors Service
Connecticut
$1.44M +$431K +3,025 +44%
WJWM
867
Williams Jones Wealth Management
New York
$1.43M – – –
FIM
868
Freedom Investment Management
Connecticut
$1.43M -$196K -1,375 -12%
HVP
869
Hudson Value Partners
Florida
$1.42M -$49.9K -350 -3%
WBC
870
West Branch Capital
Massachusetts
$1.42M -$7.13K -50 -0.5%
HCM
871
Highview Capital Management
Illinois
$1.41M -$71.3K -500 -5%
MA
872
Mezzasalma Advisors
New Jersey
$1.41M +$1.07M +7,475 +332%
CT
873
Colonial Trust
South Carolina
$1.4M +$60.6K +425 +5%
RTC
874
Riverview Trust Company
Washington
$1.4M – – –
RC
875
Roundview Capital
New Jersey
$1.39M +$64.1K +450 +5%
33 34
35
36 37