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BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2026
Pine Harbor Wealth Management
Maryland
– -$208K -900 Closed
DFA
2027
Davies Financial Advisors
California
– -$203K -875 Closed
FF
2028
Foronjy Financial
California
– -$202K -875 Closed
HAIM
2029
Hunter Associates Investment Management
Pennsylvania
– -$203K -875 Closed
OCM
2030
One Capital Management
California
– -$203K -875 Closed
SIC
2031
Samalin Investment Counsel
New York
– -$203K -875 Closed
USWIA
2032
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$203K -875 Closed
VIP
2033
Vista Investment Partners
Oklahoma
– -$203K -875 Closed
WKWM
2034
Walter & Keenan Wealth Management
Indiana
– -$203K -875 Closed
WFA
2035
Wellspring Financial Advisors
Ohio
– -$203K -875 Closed
WBG
2036
Wharton Business Group
Pennsylvania
– -$203K -875 Closed
ZIG
2037
Zullo Investment Group
Pennsylvania
– -$203K -875 Closed
TCM
2038
Traub Capital Management
Massachusetts
– -$144K -625 Closed
KFP
2039
Keener Financial Planning
Texas
– -$115K -500 Closed
NC
2040
NewSquare Capital
Pennsylvania
– -$110K -475 Closed
TPWA
2041
Twin Peaks Wealth Advisors
California
– -$106K -475 Closed
SO
2042
Sierra Ocean
California
– -$104K -450 Closed
OWA
2043
Opal Wealth Advisors
New York
– -$92.6K -400 Closed
PSFG
2044
Park Square Financial Group
Georgia
– -$92.6K -400 Closed
WA
2045
Whipplewood Advisors
Colorado
– -$69.5K -300 Closed
AWM
2046
Atticus Wealth Management
Florida
– -$57.9K -250 Closed
BCH
2047
Berkshire Capital Holdings
California
– -$57.9K -250 Closed
RFA
2048
Reyes Financial Architecture
California
– -$57.9K -250 Closed
BFP
2049
Briaud Financial Planning
Texas
– -$52K -225 Closed
BCMLT
2050
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$48.6K -200 Closed
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