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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
801
OneAscent Financial Services
Alabama
$367K -$130K -1,004 -25%
ICP
802
Interchange Capital Partners
Pennsylvania
$359K +$382K +2,955 New
OWM
803
OneAscent Wealth Management
Alabama
$354K +$4.14K +32 +1%
IA
804
IFP Advisors
Florida
$354K +$66.8K +516 +22%
WA
805
Wealth Architects
California
$352K +$906 +7 +0.2%
GFP
806
Gryphon Financial Partners
Ohio
$347K +$369K +2,855 New
PPW
807
Parcion Private Wealth
Washington
$345K +$44.4K +343 +14%
IVP
808
Intrinsic Value Partners
Arizona
$344K +$12.9K +100 +4%
SAM
809
Smartleaf Asset Management
Massachusetts
$342K +$221K +1,712 +160%
AC
810
AlphaCore Capital
California
$341K +$176K +1,363 +94%
PCM
811
Prelude Capital Management
New York
$338K -$76.2K -589 -17%
PFS
812
Prospera Financial Services
Texas
$335K +$41.7K +322 +13%
FA
813
Fountainhead AM
New Jersey
$334K -$40.5K -313 -10%
FCM
814
Fourpath Capital Management
Oklahoma
$333K +$4.66K +36 +1%
QFW
815
QTR Family Wealth
Florida
$332K +$354K +2,735 New
JFG
816
Jefferies Financial Group
New York
$331K -$3.04M -23,492 -90%
BFO
817
Boston Family Office
Massachusetts
$329K +$56.3K +435 +19%
MM
818
MQS Management
New York
$326K +$347K +2,685 New
CAG
819
Crestwood Advisors Group
Massachusetts
$324K +$22.6K +175 +7%
PP
820
Patron Partners
Texas
$324K +$49.4K +382 +17%
LA
821
LM Advisors
California
$323K +$344K +2,662 New
TCOV
822
Trust Company of Vermont
Vermont
$321K -$31.7K -245 -8%
BRWA
823
B. Riley Wealth Advisors
Florida
$320K -$95.5K -738 -22%
FPWM
824
FSB Premier Wealth Management
Iowa
$316K +$337K +2,603 New
CM
825
Capula Management
Cayman Islands
$315K +$319K +2,469 +1,975%
31 32
33
34 35