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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
826
Ostrum Asset Management
France
$459K – – –
LWA
827
LifeGoal Wealth Advisors
New York
$457K +$86.2K +632 +25%
SFG
828
SNS Financial Group
Minnesota
$455K +$433K +3,178 New
OIS
829
OneAscent Investment Solutions
Alabama
$450K -$102K -747 -19%
AG
830
Ascent Group
Virginia
$449K -$23.5K -172 -5%
IP
831
Indivisible Partners
Florida
$446K +$27.3K +200 +7%
FG
832
Fiduciary Group
Georgia
$445K +$115K +845 +37%
AGC
833
August Group Capital
$444K +$409 +3 +0.1%
AL
834
Aspiriant LLC
California
$442K +$421K +3,087 New
NFGCM
835
Norman Fields Gottscho Capital Management
New York
$441K +$12.3K +90 +3%
GT
836
Greenleaf Trust
Michigan
$441K -$20.7K -152 -5%
ACA
837
Aptus Capital Advisors
Alabama
$439K -$75.4K -553 -15%
RTC
838
Real Talk Capital
Tennessee
$436K +$53.2K +390 +15%
SCM
839
Sandler Capital Management
New York
$430K -$76.8K -563 -16%
NCM
840
Nelson Capital Management
California
$429K -$70K -513 -15%
AHL
841
Abel Hall LLC
Louisiana
$428K -$1.23K -9 -0.3%
SWA
842
Stratos Wealth Advisors
Ohio
$425K -$31K -227 -7%
UW
843
Unique Wealth
Florida
$423K -$128K -939 -24%
EFS
844
Essex Financial Services
Connecticut
$422K -$70.9K -520 -15%
CNBT
845
Canandaigua National Bank & Trust
New York
$420K +$400K +2,936 New
PFS
846
Prospera Financial Services
Texas
$416K -$77.6K -569 -16%
KMWM
847
Keudell/Morrison Wealth Management
Oregon
$416K +$14.1K +103 +4%
SLI
848
Sumitomo Life Insurance
Japan
$414K -$11.3M -82,625 -97%
TWIM
849
TIAA Wealth Investment Management
New York
$414K -$19.8K -145 -5%
OWM
850
OneAscent Wealth Management
Alabama
$414K -$5.73K -42 -1%
32 33
34
35 36