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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
876
Spectrum Management Group
Indiana
$11K – – –
BBPWM
877
Blue Bell Private Wealth Management
Pennsylvania
$11K +$1.55K +14 +16%
AAP
878
Arax Advisory Partners
Colorado
$11K +$4.32K +39 +63%
LFA
879
Level Financial Advisors
New York
$11K +$11.1K +100 New
SIC
880
SJS Investment Consulting
Ohio
$11K +$12K +108 New
WIM
881
Westside Investment Management
California
$10.6K -$5.54K -50 -5%
CT
882
Caldwell Trust
Florida
$10.5K -$99.2K -895 -90%
LFA
883
Legend Financial Advisors
Pennsylvania
$10.5K +$11.1K +100 New
CYG
884
Clean Yield Group
Vermont
$10K – – –
CAC
885
Core Alternative Capital
Georgia
$10K – – –
ME
886
McIlrath & Eck
Washington
$10K – – –
BC
887
Bartlett & Co
Ohio
$9K -$4.99K -45 -35%
EIP
888
Ellis Investment Partners
Pennsylvania
$9K – – –
BCWM
889
Bartlett & Co Wealth Management
Ohio
$8.72K -$4.99K -45 -35%
ADL
890
Asset Dedication LLC
California
$8K -$2.33K -21 -21%
BAM
891
Byrne Asset Management
New Jersey
$8K -$1.33K -12 -14%
FFA
892
Fairfield Financial Advisors
Massachusetts
$7.04K – – –
HDIM
893
Hanson & Doremus Investment Management
Vermont
$7K -$22.9K -207 -75%
IUHSA
894
Itau Unibanco Holding S.A.
Brazil
$7K -$776 -7 -10%
BAM
895
Bellevue Asset Management
Washington
$7K – – –
CWC
896
Carolinas Wealth Consulting
North Carolina
$7K +$1.11K +10 +19%
BWA
897
BDO Wealth Advisors
Florida
$7K +$5.54K +50 +313%
WAM
898
WFA Asset Management
Wisconsin
$6.3K – – –
TAIM
899
TD Ameritrade Investment Management
Nebraska
$6K -$4.1K -37 -40%
IWP
900
IAG Wealth Partners
Wisconsin
$6K -$1.77K -16 -21%
34 35
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37 38