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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
Sax Wealth Advisors
New Jersey
$420K – – –
AC
927
Abbrea Capital
California
$420K +$6.73K +75 +2%
CWP
928
Curated Wealth Partners
California
$420K +$6.73K +75 +2%
ANTB
929
AMG National Trust Bank
Colorado
$418K – – –
BWP
930
BSW Wealth Partners
Colorado
$418K +$62.8K +700 +19%
AWM
931
Apollon Wealth Management
South Carolina
$418K +$395K +4,400 New
CCI
932
Credit Capital Investments
New Jersey
$415K +$393K +4,375 New
PIM
933
Penobscot Investment Management
Massachusetts
$413K – – –
SSB
934
Sandy Spring Bank
Maryland
$413K +$218K +2,425 +126%
NHC
935
Nicholas Hoffman & Company
Georgia
$408K – – –
ECM
936
ExodusPoint Capital Management
New York
$406K -$6.74M -75,075 -95%
STA
937
Summit Trail Advisors
New York
$406K +$78.5K +875 +26%
TFO
938
Tarbox Family Office
California
$404K – – –
TF
939
Tompkins Financial
New York
$404K +$381K +4,250 New
PWPS
940
Pinnacle Wealth Planning Services
Ohio
$401K -$44.9K -500 -11%
HW
941
Hancock Whitney
Mississippi
$401K -$35.9K -400 -9%
TFA
942
Tranquilli Financial Advisor
New Jersey
$399K +$4.49K +50 +1%
BAM
943
Belpointe Asset Management
Nevada
$396K +$15.7K +175 +4%
SWM
944
Stockman Wealth Management
Montana
$394K – – –
QCG
945
Quadrant Capital Group
Ohio
$394K +$33.6K +375 +10%
PCM
946
Palisade Capital Management
New Jersey
$392K -$56.1K -625 -13%
EFSCE
947
Enterprise Financial Services Corp (EFSC)
Missouri
$392K +$323K +3,600 +686%
IA
948
IFP Advisors
Florida
$391K +$110K +1,225 +42%
KP
949
Keel Point
Alabama
$389K -$20.2K -225 -5%
WTC
950
WhitTier Trust Company
Nevada
$389K +$51.6K +575 +16%
36 37
38
39 40