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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
1501
Advanced Asset Management Advisors
Ohio
$347K – – –
EP
1502
Essential Partners
California
$347K +$307K +1,500 New
OWM
1503
OneAscent Wealth Management
Alabama
$347K -$92.2K -450 -23%
MTC
1504
Matrix Trust Company
Colorado
$347K +$61.4K +300 +25%
CAS
1505
Coppell Advisory Solutions
Texas
$342K +$71.7K +350 +30%
ABC
1506
Associated Banc-Corp
Wisconsin
$342K -$10.2K -50 -3%
MWM
1507
Marietta Wealth Management
Georgia
$342K – – –
VA
1508
Valmark Advisers
Ohio
$342K +$5.12K +25 +2%
SVWAG
1509
Sound View Wealth Advisors Group
Georgia
$342K +$15.4K +75 +5%
CAL
1510
Capital Analysts LLC
Pennsylvania
$337K +$61.4K +300 +26%
NRC
1511
New Republic Capital
North Carolina
$336K +$35.8K +175 +14%
MMPW
1512
Mitchell McLeod Pugh & Williams
Alabama
$336K +$20.5K +100 +7%
FWTB
1513
First Western Trust Bank
Colorado
$336K – – –
FSA
1514
Fort Sheridan Advisors
Illinois
$336K – – –
AWM
1515
Axxcess Wealth Management
California
$336K +$5.12K +25 +2%
VAG
1516
VisionPoint Advisory Group
Texas
$336K +$66.6K +325 +29%
EA
1517
Efficient Advisors
Ohio
$336K +$297K +1,450 New
JTWM
1518
Jackson Thornton Wealth Management
Alabama
$331K +$66.6K +325 +29%
JCM
1519
Jacobi Capital Management
Pennsylvania
$331K +$15.4K +75 +6%
JSAM
1520
J. Safra Asset Management
New York
$330K -$92.2K -450 -24%
BWP
1521
Balboa Wealth Partners
Arizona
$330K – – –
CCWM
1522
Cassaday & Co Wealth Management
Virginia
$330K +$51.2K +250 +21%
FPW
1523
Flywheel Private Wealth
California
$330K -$35.8K -175 -11%
UAML
1524
US Asset Management LLC
Pennsylvania
$330K -$5.12K -25 -2%
AA
1525
Auxano Advisors
Washington
$330K +$15.4K +75 +6%
59 60
61
62 63