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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
2001
Left Brain Wealth Management
Illinois
– -$608K -3,300 Closed
CNBOF
2002
City National Bank of Florida
Florida
– -$590K -3,200 Closed
MAM
2003
Milestone Asset Management
Pennsylvania
– -$544K -2,950 Closed
LP
2004
LMR Partners
United Kingdom
– -$558K -2,725 Closed
EWA
2005
ERTS Wealth Advisors
Michigan
– -$475K -2,575 Closed
CM
2006
Capula Management
Cayman Islands
– -$512K -2,500 Closed
ICM
2007
III Capital Management
Florida
– -$461K -2,500 Closed
TIAM2
2008
Tru Independence Asset Management 2
Oregon
– -$461K -2,500 Closed
WAM
2009
Wolverine Asset Management
Illinois
– -$456K -2,225 Closed
AFS
2010
Anderson Financial Strategies
Ohio
– -$405K -2,200 Closed
CIAM
2011
Caitong International Asset Management
Hong Kong
– -$382K -2,075 Closed
ICP
2012
Interchange Capital Partners
Pennsylvania
– -$384K -2,075 Closed
GLA
2013
Good Life Advisors
Pennsylvania
– -$355K -1,925 Closed
ACP
2014
Aveo Capital Partners
Colorado
– -$395K -1,900 Closed
DDPIC
2015
Deroy & Devereaux Private Investment Counsel
Michigan
– -$346K -1,875 Closed
NA
2016
Nautilus Advisors
California
– -$327K -1,775 Closed
TFA
2017
Toth Financial Advisory
Virginia
– -$276K -1,500 Closed
ARC
2018
Advisor Resource Council
Texas
– -$203K -1,375 Closed
N
2019
Numerai
California
– -$249K -1,350 Closed
WC
2020
Wexford Capital
Florida
– -$249K -1,350 Closed
PSC
2021
Portman Square Capital
United Kingdom
– -$266K -1,300 Closed
BBA
2022
BLB&B Advisors
Pennsylvania
– -$230K -1,250 Closed
PDL
2023
Portfolio Design Labs
California
– -$221K -1,200 Closed
TWA
2024
TCI Wealth Advisors
Arizona
– -$221K -1,200 Closed
ACI
2025
Alpha Cubed Investments
California
– -$217K -1,175 Closed
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