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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1551
Wallace Advisory Group
California
$246K -$46.2K -271 -16%
SVWAG
1552
Sound View Wealth Advisors Group
Georgia
$246K +$512 +3 +0.2%
VFP
1553
Vilga Financial Planning
New Jersey
$245K -$17.1K -100 -7%
S
1554
SimplyRich
California
$245K – – –
MAM
1555
McLean Asset Management
Virginia
$244K -$14.3K -84 -6%
HCP
1556
Hexagon Capital Partners
Arkansas
$242K +$232K +1,358 New
HCWM
1557
Hidden Cove Wealth Management
Washington
$242K +$231K +1,357 New
KFGK
1558
Keystone Financial Group (Kentucky)
Kentucky
$242K +$231K +1,356 New
RPWA
1559
Regent Peak Wealth Advisors
Georgia
$242K -$24.7K -145 -10%
AIIMS
1560
Analyst IMS Investment Management Services
Israel
$241K – – –
HFS
1561
Hopwood Financial Services
Virginia
$241K +$4.43K +26 +2%
GD
1562
Grandfield & Dodd
New York
$241K – – –
CAM
1563
Claret Asset Management
Quebec, Canada
$240K +$230K +1,346 New
ICP
1564
Interchange Capital Partners
Pennsylvania
$240K -$73.5K -431 -24%
S
1565
Sunpointe
Missouri
$239K +$7.17K +42 +3%
PPA
1566
Pacific Point Advisors
California
$237K +$682 +4 +0.3%
LFASL
1567
Lugano Financial Advisors SA (LFA)
Switzerland
$236K -$320K -1,875 -59%
BB
1568
Bell Bank
North Dakota
$236K – – –
MIM
1569
MTM Investment Management
South Carolina
$236K – – –
AL
1570
Aspiriant LLC
California
$236K +$4.26K +25 +2%
CP
1571
Clarendon Private
Massachusetts
$236K -$457K -2,678 -67%
OAM
1572
Oppenheimer Asset Management
New York
$235K +$225K +1,321 New
SP
1573
Stonebrook Private
Michigan
$235K -$26.4K -155 -11%
RFN
1574
RDA Financial Network
Iowa
$235K +$7.51K +44 +3%
WAM
1575
WNY Asset Management
New York
$234K +$2.56K +15 +1%
61 62
63
64 65