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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1526
Independent Solutions Wealth Management
New York
$330K +$15.4K +75 +6%
MWM
1527
MGB Wealth Management
Texas
$330K – – –
AC
1528
Apella Capital
Connecticut
$327K +$15.4K +75 +6%
WAM
1529
WNY Asset Management
New York
$324K – – –
JFGIW
1530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K – – –
AFGAS
1531
Allegiance Financial Group Advisory Services
Virginia
$324K -$81.9K -400 -22%
ML
1532
McAdam LLC
Pennsylvania
$324K -$10.2K -50 -3%
NB
1533
NBT Bank
New York
$324K – – –
PW
1534
Pandora Wealth
Illinois
$324K – – –
CC
1535
Corton Capital
Ontario, Canada
$324K +$287K +1,400 New
HWM
1536
Hemington Wealth Management
Virginia
$324K +$20.5K +100 +8%
HFS
1537
Hopwood Financial Services
Virginia
$319K -$15.4K -75 -5%
SP
1538
Stonebrook Private
Michigan
$318K -$35.8K -175 -11%
MPM
1539
MBB Public Markets
Illinois
$318K -$66.6K -325 -19%
KCPG
1540
Kavar Capital Partners Group
Kansas
$318K -$41K -200 -13%
BFS
1541
Bard Financial Services
Connecticut
$318K – – –
CA
1542
CGN Advisors
Kansas
$318K +$5.12K +25 +2%
PAW
1543
Plan A Wealth
Nebraska
$318K +$282K +1,375 New
SC
1544
SummitTX Capital
Texas
$318K +$282K +1,375 New
WHG
1545
Westwood Holdings Group
Texas
$318K +$282K +1,375 New
S
1546
SimplyRich
California
$318K – – –
GD
1547
Grandfield & Dodd
New York
$313K – – –
BPAMU
1548
BTG Pactual Asset Management US
New York
$313K +$276K +1,350 New
MAM
1549
McLean Asset Management
Virginia
$308K +$15.4K +75 +6%
DMIC
1550
Dixon Mitchell Investment Counsel
British Columbia, Canada
$307K -$10.2K -50 -5%
60 61
62
63 64