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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1876
Caldwell Trust
Florida
$53.6K – – –
CH
1877
Canton Hathaway
Rhode Island
$53.6K – – –
PCTC
1878
Perkins Coie Trust Company
Washington
$53.6K – – –
BDPWM
1879
Barnes Dennig Private Wealth Management
Ohio
$53.6K +$20.6K +100 +67%
MB
1880
MidFirst Bank
Oklahoma
$53.6K +$427K +2,075 New
LWM
1881
Lodestone Wealth Management
Washington
$48.8K +$46.3K +225 New
PWMG
1882
Prestige Wealth Management Group
New Jersey
$48.2K – – –
TCA
1883
Trifecta Capital Advisors
Illinois
$48.2K -$15.4K -75 -25%
BSC
1884
Brown Shipley & Co
United Kingdom
$48.2K – – –
SC
1885
Solstein Capital
California
$48.2K – – –
KG
1886
Kilter Group
New York
$48.2K +$10.3K +50 +29%
OC
1887
Optima Capital
Oregon
$48.2K +$46.3K +225 New
PSB
1888
Piscataqua Savings Bank
New Hampshire
$48.2K -$15.4K -75 -25%
RF
1889
Roxbury Financial
New Jersey
$43.5K – – –
GWM
1890
Greenline Wealth Management
Florida
$42.9K +$41.2K +200 New
VWA
1891
Valued Wealth Advisors
Utah
$42.9K – – –
NFSG
1892
Newbridge Financial Services Group
Florida
$42.8K -$30.9K -150 -43%
BCM
1893
Boreal Capital Management
Florida
$42.8K +$10.3K +50 +33%
MO
1894
McMillan Office
Michigan
$42.8K +$41.2K +200 New
WFA
1895
West Financial Advisors
Iowa
$37.5K – – –
MAM
1896
Meeder Asset Management
Ohio
$37.5K -$36K -175 -50%
RS
1897
Rakuten Securities
Japan
$37.5K -$10.3K -50 -22%
FDCP
1898
Foster Dykema Cabot & Partners
Massachusetts
$37.5K -$5.14K -25 -13%
FMP
1899
Financial Management Professionals
Texas
$37.5K – – –
HHMI
1900
Howard Hughes Medical Institute
Maryland
$37.5K – – –
74 75
76
77 78