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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
801
Sierra Capital
Florida
$360K -$262K -1,958 -39%
SPC
802
Sigma Planning Corp
Michigan
$350K -$53.5K -399 -12%
AWM
803
Abound Wealth Management
Tennessee
$348K -$43K -321 -10%
WA
804
Wealth Architects
California
$345K +$402 +3 +0.1%
FC
805
Forte Capital
New York
$344K -$30.8K -230 -7%
NFGCM
806
Norman Fields Gottscho Capital Management
New York
$343K +$35.5K +265 +10%
DS
807
DRW Securities
Illinois
$343K +$125K +933 +48%
FWA
808
FSM Wealth Advisors
Ohio
$343K +$384K +2,870 New
SAM
809
Strive Asset Management
Ohio
$342K -$127K -947 -25%
GT
810
Greenleaf Trust
Michigan
$341K +$98.2K +733 +34%
LFAS
811
Level Four Advisory Services
Texas
$341K +$7.1K +53 +2%
HAM
812
Hedges Asset Management
Nevada
$340K – – –
CWM
813
Compass Wealth Management
Connecticut
$334K +$26.8K +200 +8%
QCG
814
Quadrant Capital Group
Ohio
$334K +$240K +1,790 +178%
MM
815
MQS Management
New York
$334K +$374K +2,793 New
VCM
816
Voleon Capital Management
California
$334K +$374K +2,793 New
EWA
817
EP Wealth Advisors
California
$332K +$84.9K +634 +30%
HNB
818
Huntington National Bank
Ohio
$332K +$8.31K +62 +2%
GF
819
Gries Financial
Ohio
$332K +$372K +2,779 New
PI
820
PGGM Investments
Netherlands
$331K -$82.3K -614 -18%
AF
821
Allworth Financial
California
$330K -$13.8K -103 -4%
FA
822
Fountainhead AM
New Jersey
$328K +$14.3K +107 +4%
CMF
823
Counterpoint Mutual Funds
California
$328K +$367K +2,742 New
XWM
824
Xcel Wealth Management
Florida
$324K -$33.5K -250 -8%
IC
825
Iconiq Capital
California
$323K +$150K +1,119 +70%
31 32
33
34 35