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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
751
Synovus Financial
Georgia
$543K +$520K +4,103 New
OWP
752
ORG Wealth Partners
Texas
$542K +$51.7K +408 +11%
WPC
753
Wedmont Private Capital
Pennsylvania
$542K +$56K +442 +13%
IFWM
754
Institute for Wealth Management
Colorado
$540K +$1.9K +15 +0.4%
OFS
755
OneAscent Financial Services
Alabama
$538K +$510K +4,029 New
QI
756
Qtron Investments
Massachusetts
$538K +$515K +4,064 New
CF
757
Centaurus Financial
California
$536K +$223K +1,762 +77%
SIM
758
Sentry Investment Management
Wisconsin
$532K +$316K +2,491 +179%
QFA
759
Quattro Financial Advisors
Texas
$529K – – –
MCP
760
Mirador Capital Partners
California
$528K -$8.23K -65 -2%
TCWM
761
Total Clarity Wealth Management
Illinois
$527K +$505K +3,984 New
HWAM
762
Hennion & Walsh Asset Management
New Jersey
$524K +$28.8K +227 +6%
DF
763
Define Financial
California
$519K – – –
KWM
764
Kingsview Wealth Management
Oregon
$519K -$3.04K -24 -0.6%
TC
765
TwinBeech Capital
New York
$511K -$45.6M -359,708 -99%
KCP
766
Kera Capital Partners
California
$511K +$185K +1,458 +61%
SC
767
Savant Capital
Illinois
$509K +$17K +134 +4%
MCM
768
Mengis Capital Management
Oregon
$508K -$1.01K -8 -0.2%
HHRDM
769
H&H Retirement Design & Management
Nevada
$505K -$8.36K -66 -2%
MA
770
MJP Associates
Connecticut
$504K +$760 +6 +0.2%
WEG
771
World Equity Group
Illinois
$497K +$11.1K +88 +2%
AF
772
Allworth Financial
California
$493K +$129K +1,016 +37%
CAU
773
Caxton Associates (UK)
$493K +$198K +1,565 +73%
HVP
774
Hudson Value Partners
Florida
$491K +$470K +3,711 New
DAL
775
Delta Accumulation LLC
California
$488K – – –
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