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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1226
Haverford Trust Company
Pennsylvania
$577K -$96.6K -525 -13%
MAG
1227
M3 Advisory Group
Massachusetts
$569K +$27.6K +150 +5%
HNB
1228
Hilltop National Bank
Wyoming
$568K -$13.8K -75 -2%
FSA
1229
Franklin Street Advisors
North Carolina
$568K +$133K +725 +27%
LD
1230
Lipe & Dalton
New York
$568K +$621K +3,375 New
CWS
1231
Cypress Wealth Services
California
$566K -$92K -500 -13%
HCM
1232
Hollencrest Capital Management
California
$564K -$110K -600 -15%
CPA
1233
Capital Planning Advisors
California
$560K -$759K -4,125 -55%
NI
1234
Natural Investments
California
$559K +$87.4K +475 +17%
BWA
1235
Basecamp Wealth Advisors
Washington
$556K +$50.6K +275 +9%
CAM
1236
Carret Asset Management
New York
$556K +$294K +1,600 +94%
BC
1237
Bridgefront Capital
Texas
$556K +$607K +3,300 New
GIA
1238
Gladstone Institutional Advisory
Florida
$552K -$110K -600 -15%
FIA
1239
Foundations Investment Advisors
Arizona
$552K -$73.6K -400 -11%
TC
1240
Tannin Capital
North Carolina
$552K – – –
AF
1241
Alerus Financial
North Dakota
$552K +$557K +3,025 +1,210%
WANY
1242
Wealthspire Advisors (New York)
New York
$548K -$1.27M -6,875 -68%
FMLI
1243
Fukoku Mutual Life Insurance
Japan
$547K – – –
FCB
1244
First County Bank
Connecticut
$547K -$4.6K -25 -0.8%
QFW
1245
QTR Family Wealth
Florida
$543K +$13.8M +75,000 New
AA
1246
Alta Advisers
United Kingdom
$543K – – –
AWM
1247
Aviso Wealth Management
Washington
$543K +$78.2K +425 +15%
RWB
1248
RMR Wealth Builders
New Jersey
$539K -$9.2K -50 -2%
CWP
1249
Curated Wealth Partners
California
$539K +$193K +1,050 +49%
PCP
1250
Perbak Capital Partners
United Kingdom
$539K +$589K +3,200 New
48 49
50
51 52