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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1201
Inlet Private Wealth
Florida
$695K -$106K -550 -14%
CIA
1202
Concurrent Investment Advisors
Florida
$691K -$24K -125 -3%
AFPL
1203
Advus Financial Partners, LLC
Florida
$691K +$86.5K +450 +15%
WJWM
1204
Williams Jones Wealth Management
New York
$691K -$961K -5,000 -59%
NHC
1205
Nicholas Hoffman & Company
Georgia
$691K -$72.1K -375 -10%
FBT
1206
First Bank & Trust
South Dakota
$691K +$43.2K +225 +7%
SPC
1207
Sigma Planning Corp
Michigan
$686K +$14.4K +75 +2%
CCM
1208
Conway Capital Management
California
$681K – – –
EA
1209
Everpar Advisors
Oklahoma
$681K – – –
EWA
1210
EverSource Wealth Advisors
Alabama
$671K +$115K +600 +22%
TSWM
1211
Triangle Securities Wealth Management
North Carolina
$671K -$57.7K -300 -8%
GA
1212
Geller Advisors
New York
$671K +$4.8K +25 +0.7%
RA
1213
Rockingstone Advisors
Massachusetts
$671K +$76.9K +400 +13%
YDMI
1214
Y.D. More Investments
Israel
$666K +$57.7K +300 +10%
DAS
1215
Diversify Advisory Services
Utah
$664K +$341K +1,775 +103%
SIM
1216
Sentry Investment Management
Wisconsin
$661K -$106K -550 -14%
CWM
1217
Calamos Wealth Management
Illinois
$661K +$43.2K +225 +7%
MWM
1218
Modern Wealth Management
Kansas
$654K +$52.9K +275 +9%
HFS
1219
Howard Financial Services
Texas
$651K +$4.8K +25 +0.8%
NAM
1220
NorthCrest Asset Manangement
Minnesota
$650K +$43.2K +225 +7%
GAG
1221
GM Advisory Group
New York
$648K +$264K +1,375 +73%
ECM
1222
ExodusPoint Capital Management
New York
$646K +$625K +3,250 New
KA
1223
Klingman & Associates
New York
$646K – – –
LFG
1224
Larson Financial Group
Missouri
$644K – – –
IWM
1225
IHT Wealth Management
Illinois
$641K -$130K -675 -17%
47 48
49
50 51