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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1426
Private Wealth Asset Management
Iowa
$503K – – –
AAA
1427
American Alpha Advisors
New York
$503K +$56.6K +275 +13%
AF
1428
Abound Financial
California
$498K -$20.6K -100 -4%
PCM
1429
Polymer Capital Management
New York
$498K -$298K -1,450 -38%
SP
1430
Stablepoint Partners
Massachusetts
$498K – – –
OL
1431
OneFund LLC
Florida
$498K +$20.6K +100 +4%
IP
1432
Indivisible Partners
Florida
$493K +$473K +2,300 New
KAM
1433
Knightsbridge Asset Management
California
$493K +$201K +975 +74%
SFG
1434
SageGuard Financial Group
Tennessee
$488K +$468K +2,275 New
ORG
1435
Optimist Retirement Group
Washington
$487K – – –
LWM
1436
Lyell Wealth Management
California
$487K +$15.4K +75 +3%
WWC
1437
Waypoint Wealth Counsel
Georgia
$482K +$175K +850 +61%
BCM
1438
Blume Capital Management
California
$482K – – –
VCA
1439
Verdence Capital Advisors
Maryland
$477K -$129K -625 -22%
OIS
1440
OneAscent Investment Solutions
Alabama
$477K -$5.14K -25 -1%
RIG
1441
Ramiah Investment Group
Wisconsin
$477K – – –
SCM
1442
Schnieders Capital Management
California
$477K +$10.3K +50 +2%
RFP
1443
Root Financial Partners
California
$477K +$273K +1,325 +147%
GWS
1444
Greykasell Wealth Strategies
California
$476K +$25.7K +125 +6%
BRG
1445
Bay Rivers Group
Virginia
$471K -$10.3K -50 -2%
TSW
1446
Thompson Siegel & Walmsley
Virginia
$471K -$4.91M -23,875 -92%
WFC
1447
Western Financial Corp
California
$467K +$30.9K +150 +7%
WPW
1448
Waldron Private Wealth
Pennsylvania
$466K -$92.6K -450 -17%
RRA
1449
Round Rock Advisors
Connecticut
$466K -$5.14K -25 -1%
PE
1450
PCM Encore
Colorado
$461K +$442K +2,150 New
56 57
58
59 60