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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1751
Mowery & Schoenfeld Wealth Management
Illinois
$44.6K – – –
PCTC
1752
Perkins Coie Trust Company
Washington
$44.6K – – –
KAS
1753
Kemnay Advisory Services
New York
$43.5K -$13.8K -81 -25%
FA
1754
Fountainhead AM
New Jersey
$41.7K +$10.1K +59 +34%
JGCM
1755
Joseph Group Capital Management
Ohio
$41.7K +$31.4K +184 +368%
VWA
1756
Valued Wealth Advisors
Utah
$41.7K +$1.53K +9 +4%
FNWA
1757
Financial Network Wealth Advisors
Utah
$41.2K -$16K -94 -29%
TC
1758
Tacita Capital
Ontario, Canada
$41K -$16.2K -95 -29%
PWMG
1759
Prestige Wealth Management Group
New Jersey
$40.5K +$341 +2 +0.9%
LWM
1760
Lodestone Wealth Management
Washington
$40.5K +$341 +2 +0.9%
ADL
1761
Asset Dedication LLC
California
$40.1K -$42.6K -250 -53%
BSC
1762
Brown Shipley & Co
United Kingdom
$40.1K – – –
NFSG
1763
Newbridge Financial Services Group
Florida
$40.1K – – –
PSB
1764
Piscataqua Savings Bank
New Hampshire
$40.1K – – –
SC
1765
Solstein Capital
California
$40.1K – – –
ABWM
1766
Alpine Bank Wealth Management
Colorado
$40.1K +$38.4K +225 New
HWP
1767
Highline Wealth Partners
California
$38.1K +$23.7K +139 +185%
RF
1768
Roxbury Financial
New Jersey
$36.4K +$682 +4 +2%
BG
1769
Bollard Group
Massachusetts
$36K +$34.1K +200 New
CJ
1770
Caitlin John
Michigan
$35.6K -$218K -1,275 -86%
NF
1771
Napier Financial
Massachusetts
$35.6K -$21.3K -125 -38%
MSG
1772
Main Street Group
Virginia
$35.6K – – –
KG
1773
Kilter Group
New York
$35.3K +$8.19K +48 +32%
TCM
1774
Triumph Capital Management
Colorado
$35.3K -$13.1K -77 -28%
DWM
1775
Dogwood Wealth Management
Kansas
$34.2K +$20K +117 +156%
69 70
71
72 73