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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2001
Fox Run Management
Connecticut
– -$461K -2,800 Closed
MTIM
2002
Marathon Trading Investment Management
Pennsylvania
– -$421K -2,500 Closed
BBL
2003
Beck Bode LLC
Massachusetts
– -$416K -2,475 Closed
FAL
2004
Focused Alpha LLC
Colorado
– -$416K -2,475 Closed
AFGAS
2005
Allegiance Financial Group Advisory Services
Virginia
– -$413K -2,450 Closed
AA
2006
Alesco Advisors
New York
– -$400K -2,375 Closed
TP
2007
TritonPoint Partners
Maryland
– -$400K -2,375 Closed
BWA
2008
BlueSky Wealth Advisors
North Carolina
– -$396K -2,350 Closed
PAG
2009
Poinciana Advisors Group
Florida
– -$362K -2,150 Closed
SP
2010
Symmetry Partners
Connecticut
– -$357K -2,125 Closed
RIG
2011
Ramiah Investment Group
Wisconsin
– -$349K -2,075 Closed
SB
2012
Simmons Bank
Arkansas
– -$349K -2,075 Closed
KI
2013
Kapitalo Investimentos
Brazil
– -$345K -2,050 Closed
FC
2014
Farringdon Capital
United Kingdom
– -$337K -2,000 Closed
AIM
2015
Adapt Investment Managers
Switzerland
– -$328K -1,925 Closed
G
2016
GenTrust
Florida
– -$320K -1,900 Closed
SP
2017
Stablepoint Partners
Massachusetts
– -$312K -1,850 Closed
PPW
2018
Parcion Private Wealth
Washington
– -$303K -1,800 Closed
AAMC
2019
Asset Allocation & Management Company
Illinois
– -$299K -1,775 Closed
FCG
2020
Fielder Capital Group
Tennessee
– -$299K -1,775 Closed
CPCM
2021
Cardinal Point Capital Management
Ontario, Canada
– -$295K -1,750 Closed
JWBC
2022
John W. Bristol & Co
New York
– -$282K -1,675 Closed
MAM
2023
Mainsail Asset Management
Alabama
– -$282K -1,675 Closed
WAP
2024
Wealthcare Advisory Partners
Pennsylvania
– -$274K -1,625 Closed
HP
2025
Haven Private
Florida
– -$261K -1,550 Closed
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