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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1501
Berger Financial Group
Minnesota
$391K – – –
SCM
1502
Stevens Capital Management
Pennsylvania
$391K -$2.97M -14,425 -89%
CA
1503
Continuum Advisory
Idaho
$391K -$20.6K -100 -5%
UB
1504
Umpqua Bank
Oregon
$391K -$15.4K -75 -4%
UOC
1505
University of Chicago
Illinois
$391K – – –
HP
1506
Haven Private
Florida
$391K +$25.7K +125 +7%
G
1507
GenTrust
Florida
$391K +$376K +1,825 New
KFAS
1508
Keating Financial Advisory Services
Kansas
$391K +$376K +1,825 New
XWL
1509
XXI Wealth LLC
Illinois
$391K +$376K +1,825 New
EPW
1510
Elevated Private Wealth
Wisconsin
$386K +$370K +1,800 New
IWA
1511
Icon Wealth Advisors
Texas
$384K +$103K +500 +37%
PWA
1512
Physician Wealth Advisors
Utah
$383K +$5.14K +25 +1%
BWS
1513
Broadway Wealth Solutions
Texas
$381K -$5.14K -25 -1%
LJAC
1514
L.J. Altfest & Co
New York
$380K – – –
MEG
1515
Millstone Evans Group
Colorado
$380K – – –
WMA
1516
Wealth Management Associates
New Jersey
$380K – – –
AFGAS
1517
Allegiance Financial Group Advisory Services
Virginia
$380K +$77.2K +375 +27%
SC
1518
SummitTX Capital
Texas
$380K +$365K +1,775 New
AAMC
1519
Asset Allocation & Management Company
Illinois
$380K – – –
JSAM
1520
J. Safra Asset Management
New York
$376K – – –
AI
1521
Accredited Investors
Minnesota
$375K +$360K +1,750 New
WP
1522
Westmount Partners
California
$375K – – –
WAG
1523
Wallace Advisory Group
California
$375K -$206K -1,000 -36%
PWG
1524
Portside Wealth Group
Utah
$375K -$113K -550 -24%
FWP
1525
Fiduciary Wealth Partners
Massachusetts
$375K -$5.14K -25 -1%
59 60
61
62 63