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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
LeConte Wealth Management
Tennessee
$220K +$195K +950 New
MWA
1702
Motive Wealth Advisors
Michigan
$220K +$195K +950 New
SGK
1703
Steigerwald Gordon & Koch
Virginia
$220K +$195K +950 New
UWPG
1704
Ullmann Wealth Partners Group
Florida
$220K +$195K +950 New
WA
1705
WESPAC Advisors
California
$220K +$195K +950 New
FHC
1706
First Heartland Consultants
Missouri
$218K +$195K +950 New
BWA
1707
Bestgate Wealth Advisors
Maryland
$217K – – –
WMP
1708
Wealth Management Partners
Arizona
$215K +$189K +925 New
JJBC
1709
James J. Burns & Company
New York
$215K +$189K +925 New
AAS
1710
Ameritas Advisory Services
Nebraska
$215K -$241K -1,175 -56%
RFN
1711
RDA Financial Network
Iowa
$214K +$189K +925 New
CCM
1712
Causeway Capital Management
California
$214K +$189K +925 New
KCM
1713
Kendall Capital Management
Maryland
$214K +$189K +925 New
PVI
1714
Pine Valley Investments
New Jersey
$214K +$189K +925 New
SFG
1715
SNS Financial Group
Minnesota
$214K +$189K +925 New
WTB
1716
Washington Trust Bank
Washington
$214K +$189K +925 New
WIA
1717
Wetzel Investment Advisors
Indiana
$214K +$189K +925 New
AA
1718
Acorns Advisers
California
$214K +$189K +925 New
OHIS
1719
Oak Harvest Investment Services
Texas
$209K +$184K +900 New
IWS
1720
Integrity Wealth Solutions
Colorado
$209K +$184K +900 New
AWA
1721
Arete Wealth Advisors
Illinois
$209K +$184K +900 New
KFI
1722
Key Financial Inc
Pennsylvania
$208K – – –
BFG
1723
Bouchey Financial Group
New York
$208K +$184K +900 New
FAG
1724
Fortitude Advisory Group
Washington
$208K +$184K +900 New
PHWM
1725
Pine Harbor Wealth Management
Maryland
$208K +$184K +900 New
67 68
69
70 71