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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2001
Bay Harbor Wealth Management
Maryland
$10.7K +$5.14K +25 +100%
ACA
2002
Atlas Capital Advisors
Wyoming
$10.7K +$10.3K +50 New
USB
2003
Union Savings Bank
Connecticut
$10.7K +$10.3K +50 New
AI
2004
Atomic Invest
New York
$7.92K +$5.14K +25 New
SVCP
2005
Silicon Valley Capital Partners
California
$5.38K -$20.6K -100 -80%
PP
2006
PFS Partners
New Jersey
$5.37K +$5.14K +25 New
WW
2007
Winnow Wealth
Texas
$5.36K -$5.14K -25 -50%
DF
2008
DecisionPoint Financial
Arizona
$5.36K – – –
SA
2009
Seneschal Advisors
Washington
$5.36K – – –
TCM
2010
Tradewinds Capital Management
Washington
$5.36K – – –
AWA
2011
Acumen Wealth Advisors
Tennessee
$5.36K +$5.14K +25 New
HIA
2012
HFM Investment Advisors
New Jersey
$5.36K +$5.14K +25 New
LWMI
2013
Legacy Wealth Management (Idaho)
Idaho
$5.36K +$5.14K +25 New
BOJHT
2014
Bank of Jackson Hole Trust
Wyoming
$5.36K -$10.3K -50 -67%
NMG
2015
New Millennium Group
Utah
$5.36K -$5.14K -25 -50%
AP
2016
Aspect Partners
Virginia
$5.36K – – –
CMA
2017
Cedar Mountain Advisors
Oregon
$5.36K – – –
CC
2018
Corsicana & Co
Texas
$5.36K – – –
HC
2019
Hoese & Co
Minnesota
$5.36K – – –
PWA
2020
Principia Wealth Advisory
Texas
$5.36K – – –
RFS
2021
Richardson Financial Services
Massachusetts
$5.36K – – –
SRCM
2022
Signature Resources Capital Management
California
$5.36K – – –
B
2023
Bayban
Minnesota
$5.36K +$5.14K +25 New
CFM
2024
Cornerstone Financial Management
Massachusetts
$5.36K +$5.14K +25 New
ECA
2025
Elevated Capital Advisors
Utah
$5.36K +$5.14K +25 New
79 80
81
82 83