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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1101
Transcend Capital Advisors
New Jersey
$832K +$131K +770 +20%
MW
1102
Marble Wealth
Alabama
$830K -$7.33K -43 -0.9%
LD
1103
Lipe & Dalton
New York
$829K +$218K +1,275 +38%
FFA
1104
Fi3 Financial Advisors
Indiana
$827K -$35K -205 -5%
NW
1105
NewEdge Wealth
Pennsylvania
$827K -$6.14K -36 -0.8%
CAC
1106
Core Alternative Capital
Georgia
$824K +$115K +675 +17%
HWM
1107
Hohimer Wealth Management
Washington
$824K +$789K +4,623 New
RSWM
1108
Robertson Stephens Wealth Management
California
$824K +$3.75K +22 +0.5%
OPWM
1109
Oregon Pacific Wealth Management
Oregon
$824K -$4.78K -28 -0.6%
PTC
1110
Private Trust Company
Ohio
$817K +$31.2K +183 +4%
XF
1111
XML Financial
Maryland
$816K +$38.7K +227 +5%
HNW
1112
High Note Wealth
Minnesota
$811K +$8.87K +52 +1%
EWM
1113
Evercore Wealth Management
New York
$811K – – –
SDWIA
1114
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$811K – – –
AWM
1115
Affinity Wealth Management
Delaware
$807K -$24.7K -145 -3%
FEG
1116
Financial Enhancement Group
Indiana
$804K -$17.9M -105,115 -96%
LFA
1117
Legacy Financial Advisors
Kentucky
$797K -$52.2K -306 -6%
BWP
1118
BSW Wealth Partners
Colorado
$796K -$82.7K -485 -10%
LAM
1119
L2 Asset Management
Massachusetts
$792K +$15.7K +92 +2%
PWPS
1120
Pinnacle Wealth Planning Services
Ohio
$789K +$30.5K +179 +4%
VA
1121
VestGen Advisors
Illinois
$789K -$32.9M -192,898 -98%
JC
1122
JM2 Capital
Oklahoma
$788K +$3.92K +23 +0.5%
EFMH
1123
E Fund Management (HK)
Hong Kong
$784K +$260K +1,522 +53%
SSA
1124
Shepherd Street Advisors
California
$781K -$89.6K -525 -11%
EWM
1125
Empirical Wealth Management
Washington
$781K -$536K -3,141 -42%
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