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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
651
SP Asset Management
California
$507K – – –
CF
652
Copperwynd Financial
Arizona
$507K -$96.6K -700 -16%
DP
653
DDD Partners
Washington
$506K +$80.2K +581 +17%
LCGC
654
Legacy Capital Group California
California
$503K +$506K +3,667 New
FTDI
655
First Trust Direct Indexing
Massachusetts
$500K +$132K +956 +36%
DAM
656
Draper Asset Management
New York
$493K +$198K +1,432 +66%
OFS
657
OneAscent Financial Services
Alabama
$490K +$493K +3,570 New
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$487K +$36.4K +264 +8%
CWM
659
Centurion Wealth Management
Virginia
$484K +$16.7K +121 +4%
ORAM
660
One River Asset Management
Connecticut
$481K +$487K +3,529 New
PM
661
Penbrook Management
New York
$480K – – –
CAM
662
Columbia Asset Management
Michigan
$477K -$67K -485 -12%
JEST
663
JTC Employer Solutions Trustee
Jersey
$471K – – –
AWM
664
Apollon Wealth Management
South Carolina
$470K +$193K +1,399 +69%
MFG
665
MidWestOne Financial Group
Iowa
$470K +$126K +912 +36%
TWM
666
Trevian Wealth Management
Massachusetts
$469K +$472K +3,420 New
PTP
667
Platform Technology Partners
New York
$469K -$2.48K -18 -0.5%
EF
668
Empowered Funds
Pennsylvania
$462K +$93.1K +674 +25%
TDC
669
Thompson Davis & Co
Virginia
$461K +$464K +3,358 New
CA
670
Crumly & Associates
Illinois
$460K -$9.11K -66 -2%
WWM
671
Wolff Wiese Magana
California
$460K -$7.32K -53 -2%
DF
672
Donoghue Forlines
Massachusetts
$460K -$134K -968 -22%
WF
673
Welch & Forbes
Massachusetts
$458K – – –
IA
674
IFP Advisors
Florida
$458K -$804K -5,825 -64%
RJT
675
Raymond James Trust
Florida
$456K +$13K +94 +3%
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