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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$333K +$313K +4,125 New
MWM
1002
Marietta Wealth Management
Georgia
$331K -$896K -11,800 -74%
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$331K -$91.1K -1,200 -23%
MIM
1004
Moseley Investment Management
Florida
$331K -$15.2K -200 -5%
AWM
1005
Avitas Wealth Management
California
$331K +$1.9K +25 +0.6%
C
1006
Certuity
Florida
$328K +$3.8K +50 +1%
FA
1007
Fagan Associates
New York
$326K – – –
PCM
1008
Palisade Capital Management
New Jersey
$322K -$38K -500 -11%
FFN
1009
Focus Financial Network
Minnesota
$320K -$49.4K -650 -14%
EDRH
1010
Edmond de Rothschild Holding
Switzerland
$320K +$101K +1,325 +50%
APP
1011
Alpha Paradigm Partners
Illinois
$320K – – –
JCM
1012
Janney Capital Management
Pennsylvania
$320K +$302K +3,975 New
MG
1013
Mather Group
Illinois
$316K -$28.5K -375 -9%
AWAP
1014
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$316K – – –
AWM
1015
Aberdeen Wealth Management
Illinois
$316K – – –
PCM
1016
Pointe Capital Management
Michigan
$316K -$7.59K -100 -2%
AWA
1017
Arete Wealth Advisors
Illinois
$314K -$7.59K -100 -3%
DL
1018
DOHJ LLC
Washington
$310K – – –
PWA
1019
Physician Wealth Advisors
Utah
$310K – – –
HCM
1020
Hollencrest Capital Management
California
$308K +$7.59K +100 +3%
I
1021
InceptionR
California
$308K +$290K +3,825 New
ANTB
1022
AMG National Trust Bank
Colorado
$304K – – –
MMHP
1023
Murphy Middleton Hinkle & Parker
Georgia
$302K – – –
SAM
1024
Security Asset Management
New York
$302K – – –
ECM
1025
Elgethun Capital Management
South Dakota
$302K – – –
39 40
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