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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1426
Umpqua Bank
Oregon
$355K – – –
CG
1427
Cynosure Group
Utah
$355K +$66.9K +350 +22%
NFP
1428
Narus Financial Partners
Utah
$355K +$129K +675 +54%
MWA
1429
Monograph Wealth Advisors
California
$350K -$115K -600 -24%
SAI
1430
Savvy Advisors Inc
New York
$347K +$19.1K +100 +6%
SLWA
1431
San Luis Wealth Advisors
California
$346K -$95.6K -500 -21%
DDPIC
1432
Deroy & Devereaux Private Investment Counsel
Michigan
$346K -$4.78K -25 -1%
JSAM
1433
J. Safra Asset Management
New York
$346K +$66.9K +350 +23%
ANBT
1434
American National Bank & Trust
Texas
$346K -$43K -225 -11%
PFU
1435
Parus Finance (UK)
United Kingdom
$346K -$23.9K -125 -6%
BFG
1436
Berger Financial Group
Minnesota
$341K -$9.56K -50 -3%
LC
1437
LCNB Corp
Ohio
$341K – – –
AWE
1438
Avidian Wealth Enterprises
Texas
$339K +$14.3K +75 +4%
HA
1439
Helium Advisors
Washington
$338K – – –
AC
1440
AlphaCore Capital
California
$336K +$129K +675 +59%
CSP
1441
Cary Street Partners
Virginia
$336K -$38.3K -200 -10%
PWG
1442
Portside Wealth Group
Utah
$336K -$4.78K -25 -1%
HPC
1443
HM Payson & Co
Maine
$336K – – –
UOC
1444
University of Chicago
Illinois
$336K +$349K +1,825 New
SPAS
1445
Spectrum Planning & Advisory Services
California
$335K – – –
GWS
1446
Greykasell Wealth Strategies
California
$335K -$9.56K -50 -3%
UBV
1447
United Bank (Virginia)
Virginia
$332K – – –
AFGAS
1448
Allegiance Financial Group Advisory Services
Virginia
$332K +$344K +1,800 New
EB
1449
Eastern Bank
Massachusetts
$332K -$220K -1,150 -39%
MEG
1450
Millstone Evans Group
Colorado
$327K -$28.7K -150 -8%
56 57
58
59 60