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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
976
Park Edge Advisors
Ohio
$855K +$751K +6,025 New
AFT
977
Alpha Family Trust
California
$851K – – –
MC
978
Merlin Capital
Rhode Island
$848K -$6.24K -50 -0.8%
CSI
979
Cross Staff Investments
New York
$844K -$15.6K -125 -2%
MSAM
980
Moloney Securities Asset Management
Missouri
$844K +$71.7K +575 +11%
LWL
981
Leo Wealth LLC
Texas
$838K +$745K +5,975 New
RWP
982
RWA Wealth Partners
Massachusetts
$827K +$281K +2,250 +63%
MWM
983
Meridian Wealth Management
Kentucky
$823K -$68.6K -550 -9%
AWM
984
Affinity Wealth Management
Delaware
$823K – – –
AAS
985
Avantax Advisory Services
Texas
$819K +$62.4K +500 +9%
WFC
986
Western Financial Corp
California
$819K +$68.6K +550 +11%
HNW
987
High Note Wealth
Minnesota
$812K – – –
BHIA
988
Birch Hill Investment Advisors
Massachusetts
$809K +$3.12K +25 +0.4%
VIM
989
VELA Investment Management
Ohio
$809K +$162K +1,300 +30%
CFG
990
Cooper Financial Group
California
$802K -$81.1K -650 -10%
PF
991
Phoenix Financial
Israel
$800K +$695K +5,575 New
KOC
992
Koss-Olinger Consulting
Florida
$795K -$1.28M -10,300 -65%
TC
993
Trust Company
Kansas
$795K -$3.12K -25 -0.4%
PIM
994
Penobscot Investment Management
Massachusetts
$795K – – –
AIM
995
Acropolis Investment Management
Missouri
$791K +$156K +1,250 +29%
SAG
996
SageView Advisory Group
California
$786K +$427K +3,425 +163%
GP
997
Greenline Partners
New York
$780K -$1.3M -10,450 -66%
CFG
998
Citizens Financial Group
Rhode Island
$777K +$433K +3,475 +174%
S
999
SignatureFD
Georgia
$773K +$12.5K +100 +2%
HTC
1000
Haverford Trust Company
Pennsylvania
$770K -$901K -7,225 -57%
38 39
40
41 42