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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1076
RMR Wealth Builders
New Jersey
$246K -$9.49K -125 -4%
BCM
1077
Blume Capital Management
California
$246K – – –
CWM
1078
Curi Wealth Management
North Carolina
$246K – – –
BIP
1079
Blueprint Investment Partners
North Carolina
$244K +$230K +3,025 New
EFSCE
1080
Enterprise Financial Services Corp (EFSC)
Missouri
$244K -$114K -1,500 -33%
SAG
1081
SageView Advisory Group
California
$244K +$230K +3,025 New
CNC
1082
Canandaigua National Corp
New York
$242K -$58.8K -775 -21%
CM
1083
CastleKnight Management
New York
$242K -$304K -4,000 -57%
PA
1084
Probity Advisors
Texas
$242K +$228K +3,000 New
BCA
1085
Bray Capital Advisors
Florida
$240K -$19K -250 -8%
CFP
1086
Catalyst Financial Partners
Massachusetts
$240K +$226K +2,975 New
EF
1087
Empowered Funds
Pennsylvania
$240K +$226K +2,975 New
CWP
1088
Curated Wealth Partners
California
$238K +$224K +2,950 New
CWM
1089
Calamos Wealth Management
Illinois
$238K +$224K +2,950 New
GG
1090
Golden Green
South Carolina
$238K +$224K +2,950 New
PWM
1091
Perigon Wealth Management
California
$236K +$222K +2,925 New
EWA
1092
ERTS Wealth Advisors
Michigan
$236K -$11.4K -150 -5%
KPWS
1093
Kestra Private Wealth Services
Texas
$236K +$222K +2,925 New
PCA
1094
Pallas Capital Advisors
Massachusetts
$232K +$188K +2,475 New
EFG
1095
Everhart Financial Group
Ohio
$232K +$218K +2,875 New
GG
1096
Gofen & Glossberg
Illinois
$230K -$28.5K -375 -12%
FWM
1097
Fairhaven Wealth Management
Illinois
$230K -$2.3M -30,325 -91%
PTP
1098
Platform Technology Partners
New York
$230K +$216K +2,850 New
DAS
1099
Dynamic Advisor Solutions
Arizona
$228K -$695K -9,150 -76%
FAFN
1100
First Affirmative Financial Network
Colorado
$227K +$214K +2,825 New
42 43
44
45 46