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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1126
Franklin Street Advisors
North Carolina
$254K – – –
GCWM
1127
Graham Capital Wealth Management
District of Columbia
$254K – – –
DWT
1128
Dorsey & Whitney Trust
South Dakota
$254K +$4.67K +50 +2%
FAFN
1129
First Affirmative Financial Network
Colorado
$254K +$25.7K +275 +11%
BCWM
1130
Bartlett & Co Wealth Management
Ohio
$254K -$18.7K -200 -7%
ET
1131
Equitable Trust
Tennessee
$251K – – –
NC
1132
NinePointTwo Capital
California
$251K – – –
TA
1133
Tiedemann Advisors
New York
$250K +$250K +2,675 New
OMC
1134
Oasis Management Company
Cayman Islands
$249K +$248K +2,650 New
EWA
1135
EverSource Wealth Advisors
Alabama
$248K +$9.34K +100 +4%
SA
1136
Syntax Advisors
New York
$247K -$16.4K -175 -6%
VCG
1137
Vantage Consulting Group
Virginia
$247K -$16.4K -175 -6%
SFG
1138
Sather Financial Group
Texas
$247K – – –
DA
1139
DSC Advisors
Illinois
$247K +$245K +2,625 New
LC
1140
LCNB Corp
Ohio
$244K -$7.01K -75 -3%
KP
1141
Keel Point
Alabama
$242K -$154K -1,650 -39%
BFG
1142
Berger Financial Group
Minnesota
$242K – – –
PFS
1143
Prospera Financial Services
Texas
$240K -$203K -2,175 -46%
SFG
1144
Synergy Financial Group
California
$240K – – –
VCM
1145
Vivaldi Capital Management
Illinois
$238K +$2.34K +25 +0.9%
MPCG
1146
Matrix Private Capital Group
New York
$237K – – –
MWM
1147
Mission Wealth Management
California
$237K – – –
NRS
1148
Neville Rodie & Shaw
New York
$237K – – –
MS
1149
Mizuho Securities
Japan
$237K +$152K +1,625 +181%
PSC
1150
Prentiss Smith & Co
Vermont
$235K -$72.4K -775 -24%
44 45
46
47 48