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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
926
Coldstream Capital Management
Washington
$416K +$361K +4,675 New
OIA
927
Optimum Investment Advisors
Illinois
$412K – – –
CWP
928
Curated Wealth Partners
California
$412K +$357K +4,625 New
SWM
929
Stockman Wealth Management
Montana
$408K +$32.8K +425 +10%
IFG
930
Independent Financial Group
California
$401K +$11.6K +150 +3%
RE
931
RBC Europe
United Kingdom
$401K – – –
QSS
932
Quantitative Systematic Strategies
Florida
$399K -$166K -2,150 -32%
PIM
933
Perpetual Investment Management
Australia
$397K +$347K +4,500 New
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$396K +$19.3K +250 +6%
SWA
935
Sax Wealth Advisors
New Jersey
$394K +$342K +4,425 New
GW
936
GW & Wade
Massachusetts
$390K +$338K +4,375 New
SAM
937
Smithbridge Asset Management
Pennsylvania
$388K -$9.65K -125 -3%
PIM
938
Penobscot Investment Management
Massachusetts
$387K – – –
NHC
939
Nicholas Hoffman & Company
Georgia
$385K -$554K -7,175 -62%
TF
940
Tompkins Financial
New York
$383K -$116K -1,500 -26%
RC
941
RegentAtlantic Capital
New Jersey
$383K +$38.6K +500 +13%
AF
942
Arrow Financial
New York
$379K -$65.6K -850 -17%
ANTB
943
AMG National Trust Bank
Colorado
$379K – – –
FFN
944
Focus Financial Network
Minnesota
$379K +$46.3K +600 +16%
TFO
945
Tarbox Family Office
California
$376K – – –
MAM
946
Magellan Asset Management
Australia
$376K +$234K +3,025 +252%
QI
947
Qtron Investments
Massachusetts
$370K -$77.2K -1,000 -19%
AWM
948
Aberdeen Wealth Management
Illinois
$370K +$7.72K +100 +2%
ARTA
949
A.R.T. Advisors
New York
$370K +$320K +4,150 New
TWM
950
Tradition Wealth Management
Minnesota
$370K +$320K +4,150 New
36 37
38
39 40