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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
776
Jacobs & Co
California
$581K – – –
PFPG
777
Pinnacle Financial Partners (Georgia)
Georgia
$578K +$18.7K +137 +4%
IFWM
778
Institute for Wealth Management
Colorado
$577K +$11.3K +83 +2%
UAM
779
UAS Asset Management
New York
$572K +$546K +4,000 New
MCP
780
Mirador Capital Partners
California
$571K – – –
TPWA
781
TRUE Private Wealth Advisors
Oregon
$565K – – –
CI
782
Cigna Investments
Connecticut
$563K -$11.3K -83 -2%
DF
783
Define Financial
California
$562K +$818 +6 +0.2%
DAL
784
Delta Accumulation LLC
California
$551K – – –
KWM
785
Kingsview Wealth Management
Oregon
$548K +$21.7K +159 +4%
SPC
786
Sigma Planning Corp
Michigan
$547K +$6K +44 +1%
MAM
787
Mainsail Asset Management
Alabama
$546K +$255K +1,870 +100%
ADMI
788
Albert D. Mason Inc
Massachusetts
$545K +$1.77K +13 +0.3%
IFG
789
Independent Financial Group
California
$540K -$119K -876 -19%
RZH
790
Relyea Zuckerberg Hanson
Connecticut
$538K +$513K +3,762 New
WFS
791
WealthGarden F.S.
California
$538K +$513K +3,759 New
CF
792
Centaurus Financial
California
$535K -$147K -1,076 -22%
OCA
793
OpenArc Corporate Advisory
Georgia
$534K -$19.5K -143 -4%
HHRDM
794
H&H Retirement Design & Management
Nevada
$532K -$33.7K -247 -7%
XWM
795
Xcel Wealth Management
Florida
$530K -$30.7K -225 -6%
HNB
796
Huntington National Bank
Ohio
$529K +$66.8K +490 +15%
WPWM
797
Western Pacific Wealth Management
Illinois
$529K – – –
WTC
798
WhitTier Trust Company
Nevada
$526K -$152K -1,115 -24%
MCM
799
Mengis Capital Management
Oregon
$519K -$16.4K -120 -3%
IAS
800
Insigneo Advisory Services
Florida
$516K -$14.5K -106 -3%
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