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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
1326
US Asset Management LLC
Pennsylvania
$252K +$221K +1,775 New
HPC
1327
HM Payson & Co
Maine
$252K – – –
TCPWM
1328
Traverso Chambers Private Wealth Management
California
$252K – – –
CA
1329
Claro Advisors
Massachusetts
$248K +$218K +1,750 New
FLPIM
1330
F.L. Putnam Investment Management
Massachusetts
$248K – – –
TW
1331
Traveka Wealth
California
$248K +$218K +1,750 New
MG
1332
Marex Group
$245K +$215K +1,725 New
EB
1333
Eastern Bank
Massachusetts
$245K -$12.5K -100 -5%
PFBT
1334
Parkside Financial Bank & Trust
Missouri
$245K +$9.35K +75 +5%
AG
1335
AlTi Global
New York
$245K +$215K +1,725 New
SWA
1336
SOA Wealth Advisors
New York
$245K – – –
SPC
1337
Stewart & Patten Company
California
$245K – – –
SCM
1338
Sollinda Capital Management
Florida
$245K +$215K +1,725 New
AAMA
1339
Advanced Asset Management Advisors
Ohio
$241K – – –
JGIA
1340
Jackson Grant Investment Advisers
Connecticut
$241K – – –
BFA
1341
Beaumont Financial Advisors
Massachusetts
$238K +$3.12K +25 +2%
SFG
1342
Synergy Financial Group
California
$234K -$12.5K -100 -6%
HGERS
1343
Householder Group Estate & Retirement Specialist
Arizona
$234K +$190K +1,525 +1,220%
LJAC
1344
L.J. Altfest & Co
New York
$231K -$6.24K -50 -3%
DWM
1345
Dakota Wealth Management
Florida
$231K +$203K +1,625 New
IP
1346
Isthmus Partners
Wisconsin
$231K -$13.6M -109,375 -99%
CFA
1347
CWS Financial Advisors
Michigan
$231K – – –
WSWA
1348
Warren Street Wealth Advisors
California
$231K +$203K +1,625 New
EWA
1349
Encompass Wealth Advisors
Oregon
$231K – – –
BS
1350
Banco Santander
Spain
$227K -$568K -4,550 -74%
52 53
54
55 56