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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2001
Silicon Valley Capital Partners
California
$5.38K -$20.6K -100 -80%
PP
2002
PFS Partners
New Jersey
$5.37K +$5.14K +25 New
WW
2003
Winnow Wealth
Texas
$5.36K -$5.14K -25 -50%
DF
2004
DecisionPoint Financial
Arizona
$5.36K – – –
SA
2005
Seneschal Advisors
Washington
$5.36K – – –
TCM
2006
Tradewinds Capital Management
Washington
$5.36K – – –
AWA
2007
Acumen Wealth Advisors
Tennessee
$5.36K +$5.14K +25 New
HIA
2008
HFM Investment Advisors
New Jersey
$5.36K +$5.14K +25 New
LWMI
2009
Legacy Wealth Management (Idaho)
Idaho
$5.36K +$5.14K +25 New
BOJHT
2010
Bank of Jackson Hole Trust
Wyoming
$5.36K -$10.3K -50 -67%
NMG
2011
New Millennium Group
Utah
$5.36K -$5.14K -25 -50%
AP
2012
Aspect Partners
Virginia
$5.36K – – –
CMA
2013
Cedar Mountain Advisors
Oregon
$5.36K – – –
CC
2014
Corsicana & Co
Texas
$5.36K – – –
HC
2015
Hoese & Co
Minnesota
$5.36K – – –
PWA
2016
Principia Wealth Advisory
Texas
$5.36K – – –
RFS
2017
Richardson Financial Services
Massachusetts
$5.36K – – –
SRCM
2018
Signature Resources Capital Management
California
$5.36K – – –
B
2019
Bayban
Minnesota
$5.36K +$5.14K +25 New
CFM
2020
Cornerstone Financial Management
Massachusetts
$5.36K +$5.14K +25 New
ECA
2021
Elevated Capital Advisors
Utah
$5.36K +$5.14K +25 New
ISWM
2022
Intesa Sanpaolo Wealth Management
$5.36K +$5.14K +25 New
JGCM
2023
Joseph Group Capital Management
Ohio
$5.36K +$5.14K +25 New
KCM
2024
Key Capital Management
Tennessee
$5.36K +$5.14K +25 New
PP
2025
Paladin Partners
Wisconsin
$5.36K +$5.14K +25 New
79 80
81
82 83