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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
476
Trevian Wealth Management
Massachusetts
$797K – – –
TCM
477
Teza Capital Management
Illinois
$796K +$839K +7,574 New
SAM
478
SP Asset Management
California
$795K – – –
BPCA
479
Bank Pictet & Cie (Asia)
Singapore
$795K -$37.5K -338 -4%
PCS
480
Personal CFO Solutions
New Jersey
$793K +$63.9K +577 +8%
AP
481
Appleton Partners
Massachusetts
$786K -$236K -2,130 -22%
AG
482
Algert Global
California
$782K +$826K +7,449 New
BOTW
483
Bank of the West
California
$780K +$5.87K +53 +0.7%
RFMS
484
RWQ Financial Management Services
Florida
$778K -$84.8K -765 -9%
DWM
485
Dorchester Wealth Management
Quebec, Canada
$774K +$116K +1,050 +17%
KPWS
486
Kestra Private Wealth Services
Texas
$773K +$48.4K +437 +6%
OPPTF
487
OPSEU Pension Plan Trust Fund
Ontario, Canada
$772K +$7.09K +64 +0.9%
KPF
488
K2 Principal Fund
Ontario, Canada
$764K -$343K -3,099 -30%
CAM
489
Columbia Asset Management
Michigan
$761K -$192K -1,735 -19%
LWM
490
Laidlaw Wealth Management
New York
$760K -$14.5K -131 -2%
FF
491
FourThought Financial
Florida
$750K +$182K +1,638 +30%
IAIM
492
International Assets Investment Management
Florida
$746K +$64.8K +585 +9%
PI
493
PEAK6 Investments
Illinois
$744K +$133K +1,199 +20%
SFG
494
Synergy Financial Group
California
$742K +$71K +641 +10%
TAF
495
Tredje AP-fonden
Sweden
$735K -$1.48M -13,333 -66%
AA
496
ALPS Advisors
Colorado
$733K +$372K +3,352 +93%
LNWTC
497
Laird Norton Wetherby Trust Company
Washington
$718K -$84.2K -760 -10%
GCP
498
GSA Capital Partners
United Kingdom
$714K +$132K +1,191 +21%
SWM
499
Spire Wealth Management
Virginia
$711K -$263K -2,377 -26%
PL
500
Portman Ltd
Cayman Islands
$710K +$111 +1 +0%
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