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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1476
Legacy Capital Wealth Partners
Arkansas
$376K – – –
GBT
1477
Grove Bank & Trust
Florida
$376K +$10.2K +50 +3%
MBTD
1478
Mechanics Bank - Trust Department
California
$376K +$5.12K +25 +2%
AMBIA
1479
Allen Mooney & Barnes Investment Advisors
Georgia
$371K -$10.2K -50 -3%
SFG
1480
Synergy Financial Group
California
$371K – – –
TGAM
1481
TBH Global Asset Management
Tennessee
$371K – – –
CC
1482
Climber Capital
Switzerland
$368K – – –
RZH
1483
Relyea Zuckerberg Hanson
Connecticut
$365K +$46.1K +225 +17%
SFP
1484
Shepherd Financial Partners
Massachusetts
$365K – – –
BAM
1485
Belpointe Asset Management
Nevada
$365K -$87K -425 -21%
PTC
1486
Petrus Trust Company
Texas
$365K +$41K +200 +15%
MWP
1487
Momentum Wealth Planning
Florida
$365K +$323K +1,575 New
OPOWM
1488
One Plus One Wealth Management
Florida
$365K +$323K +1,575 New
FMB
1489
Field & Main Bank
Kentucky
$365K -$20.5K -100 -6%
CCAM
1490
Cascades Capital Asset Management
North Carolina
$359K – – –
SMA
1491
Seven Mile Advisory
New Jersey
$359K -$10.2K -50 -3%
KJHP
1492
K.J. Harrison & Partners
Ontario, Canada
$359K – – –
LC
1493
Lavaca Capital
Texas
$359K – – –
SAM
1494
Summit Asset Management
Tennessee
$359K – – –
GWM
1495
Gitterman Wealth Management
New Jersey
$359K +$317K +1,550 New
BWM
1496
BlackDiamond Wealth Management
New York
$355K -$66.6K -325 -17%
DWM
1497
Dakota Wealth Management
Florida
$353K +$81.9K +400 +36%
TW
1498
TritonPoint Wealth
Maryland
$353K +$35.8K +175 +13%
CWG
1499
Cornerstone Wealth Group
North Carolina
$351K +$61.4K +300 +24%
BF
1500
Brucke Financial
Indiana
$347K -$5.12K -25 -2%
58 59
60
61 62