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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Evercore Wealth Management
New York
$780K – – –
PP
1052
PDS Planning
Ohio
$780K +$14.8K +100 +2%
KHCM
1053
Kirtland Hills Capital Management
Ohio
$777K – – –
RIG
1054
Ramiah Investment Group
Wisconsin
$776K +$726K +4,900 New
AC
1055
Abbrea Capital
California
$776K +$7.41K +50 +1%
EFS
1056
Essex Financial Services
Connecticut
$771K +$33.3K +225 +4%
CB
1057
CNB Bank
Pennsylvania
$769K +$659K +4,450 +1,113%
CP
1058
Canopy Partners
Ohio
$765K +$11.1K +75 +2%
SF
1059
Summit Financial
New Jersey
$763K +$715K +4,825 New
CG
1060
Cynosure Group
Utah
$761K +$25.9K +175 +4%
CIM
1061
Chiron Investment Management
New York
$761K +$115K +775 +19%
FMLI
1062
Fukoku Mutual Life Insurance
Japan
$757K -$130K -875 -15%
JCM
1063
Jacobsen Capital Management
Utah
$757K +$11.1K +75 +2%
OWM
1064
OneAscent Wealth Management
Alabama
$753K -$22.2K -150 -3%
FEG
1065
Financial Enhancement Group
Indiana
$751K -$25.9K -175 -3%
ATI
1066
Act Two Investors
California
$749K +$141K +950 +25%
AWM
1067
Angeles Wealth Management
California
$745K +$304K +2,050 +77%
SCA
1068
Snowden Capital Advisors
New York
$737K +$55.5K +375 +9%
HCM
1069
Hollencrest Capital Management
California
$737K – – –
AA
1070
AlphaQ Advisors
Florida
$733K -$33.3K -225 -5%
HTC
1071
Haverford Trust Company
Pennsylvania
$733K +$14.8K +100 +2%
DADC
1072
D.A. Davidson & Co
Montana
$729K -$81.5K -550 -11%
PPWP
1073
Premier Path Wealth Partners
New Jersey
$726K +$18.5K +125 +3%
CIP
1074
Convergence Investment Partners
Florida
$725K +$144K +975 +27%
HIA
1075
Harbor Investment Advisory
Maryland
$725K -$22.2K -150 -3%
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