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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1576
SOA Wealth Advisors
New York
$327K -$25.7K -125 -8%
TGAM
1577
TBH Global Asset Management
Tennessee
$327K – – –
MM
1578
MQS Management
New York
$327K +$56.6K +275 +22%
VFP
1579
Vilga Financial Planning
New Jersey
$327K +$314K +1,525 New
LA
1580
Lifeworks Advisors
Michigan
$321K +$36K +175 +13%
QFA
1581
Quantum Financial Advisors
California
$321K -$30.9K -150 -9%
EB
1582
Eastern Bank
Massachusetts
$321K -$10.3K -50 -3%
AAMA
1583
Advanced Asset Management Advisors
Ohio
$321K – – –
FWTB
1584
First Western Trust Bank
Colorado
$321K – – –
NP
1585
Nilsine Partners
Colorado
$321K +$309K +1,500 New
JCM
1586
Jacobi Capital Management
Pennsylvania
$317K – – –
AA
1587
Acorns Advisers
California
$316K +$51.4K +250 +20%
LWM
1588
LeConte Wealth Management
Tennessee
$316K -$77.2K -375 -20%
AA
1589
Auxano Advisors
Washington
$316K +$10.3K +50 +4%
MWM
1590
Marietta Wealth Management
Georgia
$316K – – –
VA
1591
Valmark Advisers
Ohio
$316K – – –
IIA
1592
ICW Investment Advisors
Arizona
$314K +$10.3K +50 +4%
CAL
1593
Capital Analysts LLC
Pennsylvania
$312K – – –
CFO
1594
Cambient Family Office
Michigan
$311K +$298K +1,450 New
SP
1595
Symmetry Partners
Connecticut
$309K +$5.14K +25 +2%
MWM
1596
MGB Wealth Management
Texas
$306K – – –
TWA
1597
Tulsa Wealth Advisors
Oklahoma
$305K +$293K +1,425 New
BF
1598
Brucke Financial
Indiana
$305K -$15.4K -75 -5%
FPW
1599
Flywheel Private Wealth
California
$305K – – –
CA
1600
CGN Advisors
Kansas
$305K +$10.3K +50 +4%
62 63
64
65 66