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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1076
Robertson Stephens Wealth Management
California
$444K +$167K +1,375 +62%
CG
1077
Cutler Group
California
$444K -$78.7K -650 -15%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$441K – – –
RWP
1079
RWA Wealth Partners
Massachusetts
$441K +$433K +3,575 New
BFEC
1080
Benjamin F. Edwards & Company
Missouri
$441K +$99.9K +825 +30%
ST
1081
Smithfield Trust
Pennsylvania
$438K +$39.4K +325 +10%
CWM
1082
Congress Wealth Management
Massachusetts
$437K – – –
MAM
1083
McCarthy Asset Management
California
$435K -$424K -3,500 -50%
LOPW
1084
Live Oak Private Wealth
North Carolina
$435K – – –
HCM
1085
Hollencrest Capital Management
California
$432K +$3.03K +25 +0.7%
CP
1086
Cumberland Partners
Ontario, Canada
$432K +$424K +3,500 New
FCP
1087
Fidelis Capital Partners
Florida
$426K +$66.6K +550 +19%
CCM
1088
Conway Capital Management
California
$423K +$24.2K +200 +6%
KP
1089
Keel Point
Alabama
$419K -$24.2K -200 -6%
GWM
1090
GDS Wealth Management
Texas
$416K -$27.3K -225 -6%
NL
1091
NWAM LLC
Washington
$416K +$115K +950 +39%
WC
1092
Waterloo Capital
Texas
$416K +$409K +3,375 New
BL
1093
Balentine LLC
Georgia
$416K +$103K +850 +34%
CT
1094
Columbia Trust
Oregon
$413K -$87.8K -725 -18%
FBT
1095
First Bank & Trust
South Dakota
$413K – – –
FFP
1096
FourThought Financial Partners
Florida
$413K +$48.4K +400 +14%
CCA
1097
Childress Capital Advisors
Texas
$413K +$406K +3,350 New
PWMAG
1098
Pinnacle Wealth Management Advisory Group
New Jersey
$410K – – –
BFM
1099
Boothbay Fund Management
New York
$410K +$403K +3,325 New
WANY
1100
Wealthspire Advisors (New York)
New York
$407K +$3.03K +25 +0.8%
42 43
44
45 46