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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1076
Lyell Wealth Management
California
$905K +$570K +3,100 +136%
CMI
1077
Clare Market Investments
Texas
$905K +$989K +5,375 New
RWM
1078
Riverbend Wealth Management
South Carolina
$903K +$36.8K +200 +4%
GS
1079
GTS Securities
Florida
$893K -$570K -3,100 -37%
WSFS
1080
Wilmington Savings Fund Society
Delaware
$888K +$9.2K +50 +1%
CG
1081
CFO4Life Group
Texas
$887K -$23K -125 -2%
PMAM
1082
Picton Mahoney Asset Management
Ontario, Canada
$884K -$3.76M -20,450 -80%
PP
1083
Patron Partners
Texas
$880K +$110K +600 +13%
PL
1084
Plancorp LLC
Missouri
$878K +$22.6M +122,750 +3,295%
CWA
1085
Consilium Wealth Advisory
Texas
$872K +$322K +1,750 +51%
AU
1086
AlphaGrep UK
$872K +$405K +2,200 +74%
SOAM
1087
SBI Okasan Asset Management
Japan
$861K +$27.6K +150 +3%
AC
1088
AlphaCore Capital
California
$859K +$36.8K +200 +4%
RWP
1089
RWA Wealth Partners
Massachusetts
$859K +$18.4K +100 +2%
YP
1090
YANKCOM Partnership
South Dakota
$859K +$55.2K +300 +6%
LRIA
1091
Leonard Rickey Investment Advisors
Washington
$859K +$9.2K +50 +1%
PWC
1092
Pathfinder Wealth Consulting
North Carolina
$855K +$253K +1,375 +37%
EDRH
1093
Edmond de Rothschild Holding
Switzerland
$855K -$281K -1,525 -23%
FFN
1094
Focus Financial Network
Minnesota
$851K – – –
DADC
1095
D.A. Davidson & Co
Montana
$846K -$23K -125 -2%
PIA
1096
Prakash Investment Advisors
Massachusetts
$846K – – –
ACM
1097
Accent Capital Management
Ohio
$842K – – –
FEG
1098
Financial Enhancement Group
Indiana
$842K +$19.4M +105,600 +2,624%
BWP
1099
BSW Wealth Partners
Colorado
$834K +$27.6K +150 +3%
CWM
1100
Cordatus Wealth Management
Pennsylvania
$834K +$911K +4,950 New
42 43
44
45 46