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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Avitas Wealth Management
California
$606K -$18.5K -125 -3%
AG
1127
Ascent Group
Virginia
$606K +$104K +700 +22%
CSPIA
1128
Cary Street Partners Investment Advisory
Virginia
$602K -$22.2K -150 -4%
GI
1129
GAMCO Investors
Connecticut
$602K +$33.3K +225 +6%
WCM
1130
Weaver Capital Management
Georgia
$602K +$563K +3,800 New
SP
1131
Symmetry Partners
Connecticut
$602K -$63K -425 -10%
DF
1132
Dunhill Financial
United Kingdom
$602K +$226K +1,525 +67%
BFS
1133
Bard Financial Services
Connecticut
$594K – – –
WAG
1134
Wallace Advisory Group
California
$590K -$59.2K -400 -10%
FFA
1135
Fortune Financial Advisors
Kansas
$590K – – –
EA
1136
Everpar Advisors
Oklahoma
$590K +$144K +975 +35%
AWM
1137
Aberdeen Wealth Management
Illinois
$583K -$37K -250 -6%
PWMAG
1138
Pinnacle Wealth Management Advisory Group
New Jersey
$582K +$18.5K +125 +4%
AWA
1139
Aaron Wealth Advisors
Illinois
$578K +$111K +750 +26%
CF
1140
Centaurus Financial
California
$575K +$178K +1,200 +49%
HWA
1141
Heartwood Wealth Advisors
Virginia
$566K +$530K +3,575 New
LOPW
1142
Live Oak Private Wealth
North Carolina
$563K – – –
IWM
1143
IHT Wealth Management
Illinois
$560K – – –
MGIA
1144
Moneta Group Investment Advisors
Missouri
$559K +$66.7K +450 +15%
MAM
1145
McCarthy Asset Management
California
$559K – – –
XF
1146
XML Financial
Maryland
$559K – – –
FMC
1147
First Merchants Corp
Indiana
$555K +$107K +725 +26%
GFP
1148
Gryphon Financial Partners
Ohio
$543K -$3.7K -25 -0.7%
CCM
1149
Conway Capital Management
California
$543K – – –
FFO
1150
Fiduciary Family Office
Florida
$543K – – –
44 45
46
47 48