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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$680K +$1.52K +11 +0.2%
AWM
602
Axxcess Wealth Management
California
$671K -$27.6K -200 -4%
AC
603
Avestar Capital
New York
$662K +$107K +774 +19%
MYAM
604
Meiji Yasuda Asset Management
Japan
$657K +$78.7K +570 +14%
PA
605
Procyon Advisors
Connecticut
$649K +$653K +4,732 New
SFA
606
Souders Financial Advisors
Ohio
$649K -$35.6K -258 -5%
LNC
607
Lincoln National Corp
Pennsylvania
$645K -$46.9K -340 -7%
EFM
608
E Fund Management
China
$643K +$222K +1,608 +52%
SDWIA
609
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$642K -$38K -275 -6%
GL
610
Graypoint LLC
New York
$634K +$102K +737 +19%
USCWA
611
U.S. Capital Wealth Advisors
Texas
$634K -$240K -1,737 -27%
CWM
612
Compass Wealth Management
Connecticut
$633K -$104K -750 -14%
SPWM
613
Straight Path Wealth Management
Michigan
$631K – – –
MAM
614
Morse Asset Management
Connecticut
$631K +$6.9K +50 +1%
FFM
615
Forum Financial Management
Illinois
$627K -$18.8K -136 -3%
DA
616
Doliver Advisors
Texas
$626K -$10.6K -77 -2%
AWM
617
Abound Wealth Management
Tennessee
$625K -$49.4K -358 -7%
FW
618
FirstPurpose Wealth
Utah
$625K +$5.8K +42 +0.9%
S
619
SignatureFD
Georgia
$622K +$78.3K +567 +14%
NFSG
620
Newbridge Financial Services Group
Florida
$613K +$36.3K +263 +6%
SPC
621
Sigma Planning Corp
Michigan
$604K -$160K -1,160 -21%
SC
622
Sepio Capital
Utah
$600K -$61.3K -444 -9%
CI
623
Cigna Investments
Connecticut
$597K – – –
LWM
624
Laidlaw Wealth Management
New York
$595K -$29.5K -214 -5%
LAI
625
Legal Advantage Investments
California
$590K – – –
23 24
25
26 27