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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Evercore Wealth Management
New York
$715K -$24.9K -175 -3%
ST
1052
Spinnaker Trust
Maine
$715K – – –
KHCM
1053
Kirtland Hills Capital Management
Ohio
$714K +$698K +4,900 New
MIF
1054
Mediolanum International Funds
Ireland
$713K +$691K +4,850 New
OWM
1055
OneAscent Wealth Management
Alabama
$711K -$21.4K -150 -3%
ECU
1056
Eisler Capital (US)
New York
$707K +$695K +4,875 New
AC
1057
Abbrea Capital
California
$704K – – –
AA
1058
AlphaQ Advisors
Florida
$704K +$7.13K +50 +1%
PP
1059
PDS Planning
Ohio
$700K +$3.56K +25 +0.5%
GWMR
1060
GC Wealth Management RIA
Massachusetts
$700K +$139K +975 +25%
CP
1061
Canopy Partners
Ohio
$689K +$39.2K +275 +6%
VI
1062
Versor Investments
New York
$686K -$820K -5,750 -55%
HIA
1063
Harbor Investment Advisory
Maryland
$686K -$24.9K -175 -4%
JCM
1064
Jacobsen Capital Management
Utah
$682K -$42.8K -300 -6%
TNBTD
1065
Trustmark National Bank Trust Department
Mississippi
$678K +$39.2K +275 +6%
HCM
1066
Hollencrest Capital Management
California
$675K +$24.9K +175 +4%
CG
1067
Cynosure Group
Utah
$671K +$659K +4,625 New
SWM
1068
Shelton Wealth Management
Texas
$668K +$192K +1,350 +42%
HTC
1069
Haverford Trust Company
Pennsylvania
$657K -$128K -900 -17%
FPCP
1070
Fort Point Capital Partners
California
$653K -$78.4K -550 -11%
VCM
1071
Virtue Capital Management
Tennessee
$650K -$28.5K -200 -4%
FAFN
1072
First Affirmative Financial Network
Colorado
$647K +$42.8K +300 +7%
CWA
1073
Consilio Wealth Advisors
Washington
$647K +$10.7K +75 +2%
PPWP
1074
Premier Path Wealth Partners
New Jersey
$647K -$3.56K -25 -0.6%
VT
1075
Vise Technologies
New York
$646K +$10.7K +75 +2%
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