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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1051
Mather Group
Illinois
$826K -$80.5K -525 -10%
KWA
1052
Kingswood Wealth Advisors
California
$826K +$134K +875 +22%
PP
1053
PDS Planning
Ohio
$813K -$15.3K -100 -2%
BWP
1054
BSW Wealth Partners
Colorado
$809K +$42.2K +275 +6%
HCM
1055
Hollencrest Capital Management
California
$809K +$23K +150 +3%
VCM
1056
Virtue Capital Management
Tennessee
$809K +$72.9K +475 +11%
PPWP
1057
Premier Path Wealth Partners
New Jersey
$806K +$30.7K +200 +4%
CP
1058
Canopy Partners
Ohio
$805K -$7.67K -50 -1%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$805K – – –
OWM
1060
OneAscent Wealth Management
Alabama
$800K – – –
ATI
1061
Act Two Investors
California
$796K – – –
BCM
1062
Brookstone Capital Management
Illinois
$793K -$49.9K -325 -6%
HIA
1063
Harbor Investment Advisory
Maryland
$792K +$19.2K +125 +3%
RCA
1064
Resonant Capital Advisors
Wisconsin
$788K +$72.9K +475 +11%
CWM
1065
Congress Wealth Management
Massachusetts
$782K +$53.7K +350 +8%
BJL
1066
Brighton Jones LLC
Washington
$782K -$257K -1,675 -26%
JCM
1067
Jacobsen Capital Management
Utah
$779K -$23K -150 -3%
HTC
1068
Haverford Trust Company
Pennsylvania
$779K – – –
KCM
1069
Kathmere Capital Management
Pennsylvania
$779K +$19.2K +125 +3%
CF
1070
Centaurus Financial
California
$776K +$150K +975 +27%
SCA
1071
Snowden Capital Advisors
New York
$771K -$11.5K -75 -2%
AA
1072
AlphaQ Advisors
Florida
$771K -$7.67K -50 -1%
BL
1073
Balentine LLC
Georgia
$771K +$702K +4,575 New
NLGIA
1074
Nippon Life Global Investors Americas
New York
$758K -$153K -1,000 -18%
FCH
1075
Freestone Capital Holdings
Washington
$741K +$49.9K +325 +8%
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