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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
1126
Act Two Investors
California
$548K +$57K +400 +12%
AGWCA
1127
Annis Gardner Whiting Capital Advisors
Florida
$544K -$7.13K -50 -1%
BFS
1128
Bard Financial Services
Connecticut
$544K +$534K +3,750 New
ECM
1129
Elgethun Capital Management
South Dakota
$543K – – –
CA
1130
Crewe Advisors
Utah
$541K +$531K +3,725 New
FFA
1131
Fortune Financial Advisors
Kansas
$541K – – –
MWM
1132
Mission Wealth Management
California
$538K +$210K +1,475 +66%
CW
1133
CreativeOne Wealth
Kansas
$537K +$527K +3,700 New
IDA
1134
Intelligence Driven Advisers
California
$537K -$17.8K -125 -3%
IWM
1135
IHT Wealth Management
Illinois
$530K +$71.3K +500 +16%
NHC
1136
Nicholas Hoffman & Company
Georgia
$530K – – –
RA
1137
RFG Advisory
Alabama
$528K +$517K +3,625 New
CIP
1138
Convergence Investment Partners
Florida
$522K +$118K +825 +30%
GI
1139
GAMCO Investors
Connecticut
$519K +$510K +3,575 New
PWMAG
1140
Pinnacle Wealth Management Advisory Group
New Jersey
$515K -$3.56K -25 -0.7%
LOPW
1141
Live Oak Private Wealth
North Carolina
$515K +$3.56K +25 +0.7%
IFU
1142
iSAM Funds (UK)
United Kingdom
$515K +$506K +3,550 New
SAG
1143
SageView Advisory Group
California
$512K -$285K -2,000 -36%
MAM
1144
McCarthy Asset Management
California
$512K – – –
XF
1145
XML Financial
Maryland
$512K +$96.2K +675 +24%
ARC
1146
Advisor Resource Council
Texas
$511K -$759K -5,325 -60%
HIM
1147
Hillsdale Investment Management
Ontario, Canada
$504K -$570K -4,000 -54%
CC
1148
Corton Capital
Ontario, Canada
$504K -$21.4K -150 -4%
IA
1149
IFP Advisors
Florida
$502K +$3.56K +25 +0.7%
GFP
1150
Gryphon Financial Partners
Ohio
$501K -$46.3K -325 -9%
44 45
46
47 48