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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1251
Drive Wealth Management
Utah
$595K +$38.4K +200 +7%
CA
1252
Continuum Advisory
Idaho
$591K -$52.9K -275 -8%
ET
1253
Equitable Trust
Tennessee
$591K – – –
SWR
1254
Spahn Wealth & Retirement
Arizona
$591K +$572K +2,975 New
EB
1255
Eastern Bank
Massachusetts
$586K -$28.8K -150 -5%
PA
1256
Persium Advisors
Georgia
$586K +$567K +2,950 New
OFS
1257
OneAscent Financial Services
Alabama
$586K +$106K +550 +23%
ST
1258
Smithfield Trust
Pennsylvania
$583K – – –
AF
1259
Abound Financial
California
$582K +$562K +2,925 New
OFS
1260
Orrstown Financial Services
Pennsylvania
$581K -$19.2K -100 -3%
RIG
1261
Ramiah Investment Group
Wisconsin
$576K -$259K -1,350 -32%
TCM
1262
Tributary Capital Management
Nebraska
$576K -$24K -125 -4%
AWM
1263
Aviso Wealth Management
Washington
$571K +$106K +550 +24%
CAM
1264
Cidel Asset Management
Ontario, Canada
$566K -$38.4K -200 -7%
EWA
1265
ERTS Wealth Advisors
Michigan
$566K -$4.8K -25 -0.9%
AIM
1266
Arcadia Investment Management
Michigan
$566K – – –
CH
1267
Cromwell Holdings
Wyoming
$566K – – –
HWA
1268
Heartwood Wealth Advisors
Virginia
$566K +$4.8K +25 +0.9%
BFM
1269
Boothbay Fund Management
New York
$566K +$548K +2,850 New
PP
1270
Patron Partners
Texas
$562K +$120K +625 +28%
MIM
1271
Moseley Investment Management
Florida
$557K -$9.61K -50 -2%
PF
1272
Phoenix Financial
Israel
$557K -$1.24M -6,450 -70%
SP
1273
Stablepoint Partners
Massachusetts
$556K – – –
V
1274
VeraBank
Texas
$556K – – –
WA
1275
Waddell & Associates
Tennessee
$552K – – –
49 50
51
52 53