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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
Sax Wealth Advisors
New Jersey
$478K – – –
PIM
1002
Penobscot Investment Management
Massachusetts
$470K – – –
TSWM
1003
Triangle Securities Wealth Management
North Carolina
$470K -$42.3K -400 -8%
OIA
1004
Optimum Investment Advisors
Illinois
$459K – – –
CMS
1005
Capital Market Strategies
Florida
$459K +$449K +4,250 New
CG
1006
Cutler Group
California
$459K -$256K -2,425 -36%
C1AG
1007
Client 1st Advisory Group
Florida
$456K -$172K -1,625 -28%
CL
1008
Choreo LLC
Illinois
$456K -$44.9K -425 -9%
PWPS
1009
Pinnacle Wealth Planning Services
Ohio
$451K – – –
SWM
1010
Stockman Wealth Management
Montana
$448K -$5.28K -50 -1%
PK
1011
Pflug Koory
Nebraska
$448K – – –
WFC
1012
Western Financial Corp
California
$448K +$63.4K +600 +17%
GTAM
1013
Global Trust Asset Management
Florida
$447K – – –
TW
1014
Transform Wealth
Colorado
$445K -$7.92K -75 -2%
CCB
1015
Country Club Bank
Missouri
$444K -$15.8K -150 -3%
WMSA
1016
Weiss Multi-Strategy Advisers
New York
$443K -$5.17M -48,925 -92%
AWM
1017
Avitas Wealth Management
California
$443K – – –
FFN
1018
Focus Financial Network
Minnesota
$440K – – –
CT
1019
Columbia Trust
Oregon
$440K -$39.6K -375 -8%
MIM
1020
Moseley Investment Management
Florida
$437K – – –
HW
1021
Hancock Whitney
Mississippi
$437K +$50.2K +475 +13%
MWM
1022
Marietta Wealth Management
Georgia
$432K – – –
SOS
1023
Silver Oak Securities
Tennessee
$432K -$13.2K -125 -3%
PCP
1024
Proficio Capital Partners
Massachusetts
$430K +$31.7K +300 +8%
CWM
1025
Connecticut Wealth Management
Connecticut
$429K +$66K +625 +19%
39 40
41
42 43