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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1101
Fidelis Capital Partners
Florida
$838K +$51.5K +302 +7%
PK
1102
Pflug Koory
Nebraska
$835K +$10.6K +62 +1%
CP
1103
Canopy Partners
Ohio
$835K -$41.3K -242 -5%
TCA
1104
Transcend Capital Advisors
New Jersey
$832K +$131K +770 +20%
MW
1105
Marble Wealth
Alabama
$830K -$7.33K -43 -0.9%
LD
1106
Lipe & Dalton
New York
$829K +$218K +1,275 +38%
FFA
1107
Fi3 Financial Advisors
Indiana
$827K -$35K -205 -5%
NW
1108
NewEdge Wealth
Pennsylvania
$827K -$6.14K -36 -0.8%
CAC
1109
Core Alternative Capital
Georgia
$824K +$115K +675 +17%
HWM
1110
Hohimer Wealth Management
Washington
$824K +$789K +4,623 New
RSWM
1111
Robertson Stephens Wealth Management
California
$824K +$3.75K +22 +0.5%
OPWM
1112
Oregon Pacific Wealth Management
Oregon
$824K -$4.78K -28 -0.6%
PTC
1113
Private Trust Company
Ohio
$817K +$31.2K +183 +4%
XF
1114
XML Financial
Maryland
$816K +$38.7K +227 +5%
HNW
1115
High Note Wealth
Minnesota
$811K +$8.87K +52 +1%
EWM
1116
Evercore Wealth Management
New York
$811K – – –
SDWIA
1117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$811K – – –
AWM
1118
Affinity Wealth Management
Delaware
$807K -$24.7K -145 -3%
FEG
1119
Financial Enhancement Group
Indiana
$804K -$17.9M -105,115 -96%
LFA
1120
Legacy Financial Advisors
Kentucky
$797K -$52.2K -306 -6%
BWP
1121
BSW Wealth Partners
Colorado
$796K -$82.7K -485 -10%
LAM
1122
L2 Asset Management
Massachusetts
$792K +$15.7K +92 +2%
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$789K +$30.5K +179 +4%
VA
1124
VestGen Advisors
Illinois
$789K -$32.9M -192,898 -98%
JC
1125
JM2 Capital
Oklahoma
$788K +$3.92K +23 +0.5%
43 44
45
46 47