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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1426
Trivium Point Advisory
Connecticut
$368K +$81.7K +425 +30%
BAAM
1427
Baker Avenue Asset Management
California
$368K +$91.3K +475 +35%
PFW
1428
Petros Family Wealth
Minnesota
$368K +$356K +1,850 New
SS
1429
SBI Securities
Japan
$368K +$356K +1,850 New
SF
1430
Symphony Financial
Texas
$366K – – –
HA
1431
Helium Advisors
Washington
$364K +$351K +1,825 New
WFC
1432
Western Financial Corp
California
$363K -$168K -875 -32%
HPC
1433
HM Payson & Co
Maine
$363K – – –
IA
1434
IFP Advisors
Florida
$361K +$48.1K +250 +16%
SPAS
1435
Spectrum Planning & Advisory Services
California
$361K +$4.8K +25 +1%
LCWP
1436
Legacy Capital Wealth Partners
Arkansas
$358K -$423K -2,200 -55%
FFA
1437
Fi3 Financial Advisors
Indiana
$358K – – –
QFA
1438
Quantum Financial Advisors
California
$358K – – –
UBV
1439
United Bank (Virginia)
Virginia
$358K – – –
SAI
1440
Savvy Advisors Inc
New York
$355K +$57.7K +300 +20%
WWS
1441
Wellington Wealth Strategies
Indiana
$351K +$86.5K +450 +35%
AWE
1442
Avidian Wealth Enterprises
Texas
$350K +$28.8K +150 +9%
PA
1443
PFG Advisors
Arizona
$349K -$9.61K -50 -3%
WHG
1444
Westwood Holdings Group
Texas
$348K +$336K +1,750 New
BWS
1445
Broadway Wealth Solutions
Texas
$343K +$332K +1,725 New
SWA
1446
SOA Wealth Advisors
New York
$343K – – –
GWA
1447
Gratus Wealth Advisors
Virginia
$343K – – –
WSWA
1448
Warren Street Wealth Advisors
California
$343K +$4.8K +25 +1%
EB
1449
Exchange Bank
California
$343K – – –
LI
1450
LRI Investments
Florida
$339K – – –
56 57
58
59 60