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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1251
Volterra Technologies
New York
$545K +$522K +3,060 New
SF
1252
Symphony Financial
Texas
$542K +$1.19K +7 +0.2%
CIC
1253
Carnegie Investment Counsel
Ohio
$542K -$104K -610 -17%
BWA
1254
Basecamp Wealth Advisors
Washington
$540K -$46.4K -272 -8%
BONST
1255
Bank of Nova Scotia Trust
Ontario, Canada
$537K -$11M -64,437 -96%
RZH
1256
Relyea Zuckerberg Hanson
Connecticut
$537K +$296K +1,737 +136%
CWS
1257
Cypress Wealth Services
California
$535K -$59.5K -349 -10%
CI
1258
Corient IA
Florida
$535K – – –
OL
1259
Optas LLC
Texas
$534K -$120K -705 -19%
TPA
1260
Trivium Point Advisory
Connecticut
$534K +$306K +1,794 +150%
AG
1261
AlTi Global
New York
$533K -$31.7K -186 -6%
WA
1262
Waddell & Associates
Tennessee
$531K -$1M -5,871 -66%
ACA
1263
Atlas Capital Advisors
Wyoming
$530K +$490K +2,873 +2,873%
QWP
1264
Quotient Wealth Partners
Texas
$526K +$26.1K +153 +5%
EGM
1265
Engineers Gate Manager
New York
$526K -$878K -5,149 -64%
AWAP
1266
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$524K +$20K +117 +4%
MGP
1267
M&G plc
United Kingdom
$523K -$3.51M -20,561 -87%
BFS
1268
BridgePort Financial Solutions
Iowa
$523K +$39.6K +232 +9%
OC
1269
Oppenheimer & Co
New York
$521K +$119K +697 +31%
MWM
1270
Modern Wealth Management
Kansas
$520K -$1.36K -8 -0.3%
FMII
1271
Farmers & Merchants Investments Inc
Nebraska
$520K -$1.71K -10 -0.3%
CFG
1272
Carr Financial Group
Massachusetts
$519K +$6.48K +38 +1%
BPW
1273
BlueDoor Private Wealth
Massachusetts
$517K -$4.26K -25 -0.9%
LWM
1274
Lyell Wealth Management
California
$514K -$425K -2,490 -46%
NG
1275
Novem Group
New York
$514K -$101K -593 -17%
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