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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1576
Narus Financial Partners
Utah
$248K +$240K +1,250 New
RCP
1577
Rothschild Capital Partners
New York
$248K +$240K +1,250 New
SIA
1578
Sovereign Investment Advisors
Arizona
$248K +$240K +1,250 New
TIA
1579
Tiemann Investment Advisors
California
$248K +$240K +1,250 New
PPA
1580
Pacific Point Advisors
California
$248K +$255K +1,325 New
CPA
1581
Capital Performance Advisors
California
$246K +$67.3K +350 +40%
RB
1582
Renasant Bank
Mississippi
$243K -$24K -125 -9%
FCG
1583
Fielder Capital Group
Tennessee
$243K -$4.8K -25 -2%
ISWM
1584
Independent Solutions Wealth Management
New York
$243K -$4.8K -25 -2%
MCM
1585
Mengis Capital Management
Oregon
$243K – – –
NC
1586
Napatree Capital
Rhode Island
$243K +$4.8K +25 +2%
HI
1587
Harbour Investments
Wisconsin
$243K +$14.4K +75 +7%
HWM
1588
Hemington Wealth Management
Virginia
$243K +$14.4K +75 +7%
SWA
1589
Stratos Wealth Advisors
Ohio
$240K – – –
LEA
1590
Legacy Edge Advisors
New York
$240K – – –
GWSG
1591
GPS Wealth Strategies Group
Colorado
$239K – – –
MEAC
1592
M.E. Allison & Co
Texas
$239K +$231K +1,200 New
WP
1593
WMS Partners
Maryland
$238K +$231K +1,200 New
SWM
1594
SeaCrest Wealth Management
New York
$238K – – –
WCM
1595
Wallace Capital Management
Texas
$238K – – –
JSL
1596
JT Stratford LLC
Georgia
$238K +$231K +1,200 New
LSA
1597
Lion Street Advisors
Texas
$238K -$4.8K -25 -2%
CCWM
1598
Cassaday & Co Wealth Management
Virginia
$234K +$226K +1,175 New
BWA
1599
Bestgate Wealth Advisors
Maryland
$234K +$226K +1,175 New
CPA
1600
Cardiff Park Advisors
California
$234K +$226K +1,175 New
62 63
64
65 66