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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
776
Hudson Value Partners
Florida
$533K +$128K +985 +30%
HHRDM
777
H&H Retirement Design & Management
Nevada
$527K +$3.12K +24 +0.6%
AI
778
AdvisorShares Investments
Maryland
$525K +$2.34K +18 +0.4%
AWC
779
Abundance Wealth Counselors
Pennsylvania
$522K +$537K +4,131 New
RA
780
Resolute Advisors
California
$521K – – –
SAI
781
Savvy Advisors Inc
New York
$517K +$29K +223 +6%
BAM
782
Boyar Asset Management
New York
$514K +$530K +4,074 New
JC
783
Jacobs & Co
California
$513K -$650K -4,996 -55%
OFS
784
OneAscent Financial Services
Alabama
$509K +$17.4K +134 +3%
CI
785
Cigna Investments
Connecticut
$507K -$19.2K -148 -4%
VWM
786
Venturi Wealth Management
Texas
$505K +$191K +1,469 +58%
BPCE
787
Bank Pictet & Cie (Europe)
Germany
$505K +$79.5K +611 +18%
MCP
788
Mirador Capital Partners
California
$504K – – –
AAB
789
ABN AMRO Bank
Netherlands
$500K – – –
IFWM
790
Institute for Wealth Management
Colorado
$498K – – –
TPWA
791
TRUE Private Wealth Advisors
Oregon
$498K -$21.5K -165 -4%
XWM
792
Xcel Wealth Management
Florida
$496K -$1.95K -15 -0.4%
DF
793
Define Financial
California
$495K – – –
PFPG
794
Pinnacle Financial Partners (Georgia)
Georgia
$493K +$1.95K +15 +0.4%
UW
795
Unique Wealth
Florida
$492K +$507K +3,898 New
OIS
796
OneAscent Investment Solutions
Alabama
$492K +$69.7K +536 +16%
IA
797
IFP Advisors
Florida
$491K +$56.4K +434 +13%
OCA
798
OpenArc Corporate Advisory
Georgia
$489K +$155K +1,195 +45%
DAL
799
Delta Accumulation LLC
California
$486K – – –
OAM
800
Oxford Asset Management
United Kingdom
$485K +$500K +3,841 New
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