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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1326
Delos Wealth Advisors
Texas
$7K +$7.11K +75 New
JWBC
1327
John W. Brooker & Co
California
$7K +$7.11K +75 New
SC
1328
SouthState Corp
Florida
$7K +$7.11K +75 New
HVM
1329
Harvest Volatility Management
Connecticut
$5.96K -$4.41M -46,500 -100%
CFD
1330
Creative Financial Designs
Indiana
$5K -$33.2K -350 -88%
CWA
1331
Carolina Wealth Advisors
South Carolina
$5K – – –
FMP
1332
Financial Management Professionals
Texas
$5K – – –
IAS
1333
IMA Advisory Services
Colorado
$5K – – –
ME
1334
McIlrath & Eck
Washington
$5K – – –
TFM
1335
TFC Financial Management
Massachusetts
$5K – – –
TIM
1336
Tortoise Investment Management
New York
$5K – – –
YAL
1337
Your Advocates Ltd
Texas
$5K – – –
LF
1338
Lee Financial
Texas
$5K +$2.37K +25 +100%
PWC
1339
PYA Waltman Capital
Tennessee
$5K +$4.74K +50 New
CM
1340
Cornerstone Management
Georgia
$4.8K +$4.74K +50 New
AWM
1341
Avior Wealth Management
Nebraska
$4K – – –
GFPC
1342
Global Financial Private Client
Florida
$2.4K – – –
TAM
1343
Tucker Asset Management
Colorado
$2.4K – – –
CYG
1344
Clean Yield Group
Vermont
$2K – – –
IFAM
1345
Institutional & Family Asset Management
Colorado
$2K – – –
AF
1346
Advisornet Financial
Minnesota
$2K +$2.37K +25 New
CFFP
1347
Center for Financial Planning
Michigan
$2K +$2.37K +25 New
CFCI
1348
Comprehensive Financial Consultants Institutional
Indiana
$2K +$2.37K +25 New
KFP
1349
KB Financial Partners
New Jersey
$2K +$2.37K +25 New
MTIC
1350
Missouri Trust & Investment Company
Missouri
$2K +$2.37K +25 New
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