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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Abound Wealth Management
Tennessee
$425K -$16.7K -124 -4%
MAM
752
MWA Asset Management
Massachusetts
$424K -$149K -1,105 -26%
CP
753
Castleview Partners
Texas
$423K -$62.8K -466 -13%
QWM
754
Quadcap Wealth Management
Texas
$423K +$433K +3,218 New
SFP
755
SwitchPoint Financial Planning
Utah
$422K +$433K +3,213 New
AAS
756
Ameritas Advisory Services
Nebraska
$420K +$149K +1,106 +53%
ECM
757
Evergreen Capital Management
Washington
$419K +$50.8K +377 +13%
PWM
758
Perigon Wealth Management
California
$419K -$25.1K -186 -6%
CPA
759
Capital Performance Advisors
California
$417K +$296K +2,199 +226%
CWM
760
Congress Wealth Management
Massachusetts
$416K +$426K +3,161 New
ADMI
761
Albert D. Mason Inc
Massachusetts
$415K +$14.3K +106 +3%
HWAM
762
Hennion & Walsh Asset Management
New Jersey
$413K +$82.2K +610 +24%
BC
763
BIT Capital
Germany
$411K +$275K +2,040 +187%
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$409K +$26.7K +198 +7%
PAI
765
Pittenger & Anderson Inc
Nebraska
$409K +$102K +755 +32%
SIG
766
Stonegate Investment Group
Alabama
$408K +$158K +1,174 +61%
FC
767
Forte Capital
New York
$408K -$85.9K -638 -17%
PCM
768
Polymer Capital Management
New York
$401K +$411K +3,054 New
VWA
769
Visionary Wealth Advisors
Illinois
$395K +$22.5K +167 +6%
EW
770
Elyxium Wealth
California
$394K +$404K +3,000 New
AWA
771
Arkadios Wealth Advisors
Georgia
$390K +$30.3K +225 +8%
XWM
772
Xcel Wealth Management
Florida
$390K -$6.74K -50 -2%
NWA
773
New World Advisors
Massachusetts
$389K -$7.41K -55 -2%
EP
774
Essential Planning
New Hampshire
$387K +$388K +2,877 New
CWM
775
Cherrydale Wealth Management
New Jersey
$382K +$392K +2,908 New
29 30
31
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