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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
2001
Campbell & Co Investment Adviser
Maryland
– -$255K -1,100 Closed
CFG
2002
CMC Financial Group
Georgia
– -$237K -1,025 Closed
OWA
2003
Octavia Wealth Advisors
Ohio
– -$237K -1,025 Closed
VT
2004
Volterra Technologies
New York
– -$237K -1,025 Closed
FAIM
2005
Financial Advocates Investment Management
Washington
– -$232K -1,000 Closed
GC
2006
Gilbert & Cook
Iowa
– -$232K -1,000 Closed
MNBTD
2007
Moody National Bank Trust Division
Texas
– -$232K -1,000 Closed
AWA
2008
Aletheian Wealth Advisors
Washington
– -$226K -975 Closed
CFP
2009
Cascade Financial Partners
California
– -$226K -975 Closed
FMWA
2010
Forvis Mazars Wealth Advisors
Missouri
– -$226K -975 Closed
RCAG
2011
Rehmann Capital Advisory Group
Michigan
– -$227K -975 Closed
SC
2012
Saturna Capital
Washington
– -$226K -975 Closed
SP
2013
Successful Portfolios
Florida
– -$226K -975 Closed
CCM
2014
Causeway Capital Management
California
– -$214K -925 Closed
KCM
2015
Kendall Capital Management
Maryland
– -$214K -925 Closed
SIG
2016
Sargent Investment Group
Maryland
– -$205K -925 Closed
SFG
2017
SNS Financial Group
Minnesota
– -$214K -925 Closed
WTB
2018
Washington Trust Bank
Washington
– -$214K -925 Closed
WMP
2019
Wealth Management Partners
Arizona
– -$215K -925 Closed
WIA
2020
Wetzel Investment Advisors
Indiana
– -$214K -925 Closed
BFG
2021
Bouchey Financial Group
New York
– -$208K -900 Closed
EFL
2022
ERn Financial LLC
Wisconsin
– -$208K -900 Closed
FAG
2023
Fortitude Advisory Group
Washington
– -$208K -900 Closed
IWS
2024
Integrity Wealth Solutions
Colorado
– -$209K -900 Closed
OHIS
2025
Oak Harvest Investment Services
Texas
– -$209K -900 Closed
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