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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1651
Daner Wealth Management
Georgia
$202K +$162K +947 New
CPWM
1652
Cypress Point Wealth Management
Texas
$202K -$92.5K -542 -32%
GWA
1653
Gratus Wealth Advisors
Virginia
$202K -$101K -594 -34%
MFWP
1654
Mosaic Family Wealth Partners
Missouri
$201K +$192K +1,126 New
AF
1655
Advisornet Financial
Minnesota
$201K +$4.43K +26 +2%
GPA
1656
Guerra Pan Advisors
New Jersey
$201K -$149K -875 -44%
FCM
1657
Fire Capital Management
California
$201K +$192K +1,125 New
KMWM
1658
Keudell/Morrison Wealth Management
Oregon
$201K +$192K +1,125 New
WPP
1659
Whalerock Point Partners
Rhode Island
$201K +$192K +1,125 New
TFIPS
1660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K +$35.3K +207 +23%
1CP
1661
1015 Capital Partners
Pennsylvania
$192K -$20.6K -121 -10%
JEST
1662
JTC Employer Solutions Trustee
Jersey
$192K – – –
MA
1663
MCF Advisors
Kentucky
$188K +$9.72K +57 +6%
SGFG
1664
Silver Grove Financial Group
New York
$187K +$179K +1,051 New
PWA
1665
Physician Wealth Advisors
Utah
$186K -$154K -904 -46%
PB
1666
Prosperity Bancshares
Texas
$178K -$17.1K -100 -9%
SNB
1667
Security National Bank
Nebraska
$178K – – –
APFP
1668
Action Point Financial Planning
Michigan
$175K +$168K +984 New
JSAM
1669
J. Safra Asset Management
New York
$174K -$5.4M -31,647 -97%
C
1670
Covestor
United Kingdom
$170K +$34.8K +204 +27%
MMCM
1671
Murphy & Mullick Capital Management
New York
$165K – – –
VWM
1672
Valley Wealth Managers
New Jersey
$165K – – –
GSWM
1673
Golden State Wealth Management
California
$162K +$5.97K +35 +4%
KFI
1674
Key Financial Inc
Pennsylvania
$160K – – –
EWM
1675
Evermay Wealth Management
Virginia
$160K +$38.4K +225 +33%
65 66
67
68 69