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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
901
PFS Partners
New Jersey
$34.1K +$36.1K +205 New
SIC
902
SJS Investment Consulting
Ohio
$34K +$36.1K +205 New
DAM
903
Delta Asset Management
Tennessee
$33K – – –
OCM
904
Orion Capital Management
California
$33K – – –
TWM
905
Tradition Wealth Management
Minnesota
$32K -$7.4K -42 -18%
QC
906
Quent Capital
New York
$32K +$33.5K +190 New
TFGT
907
TS Financial Group (TSFG)
Illinois
$31K -$19K -108 -37%
RI
908
Rinkey Investments
California
$31K +$32.4K +184 New
CAM
909
CenterStar Asset Management
Illinois
$30K – – –
SFPG
910
Stonebridge Financial Planning Group
Florida
$29K – – –
PCG
911
Private Capital Group
Connecticut
$29K +$1.06K +6 +4%
IUHSA
912
Itau Unibanco Holding S.A.
Brazil
$28K +$28.7K +163 New
AWM
913
Activest Wealth Management
Florida
$27K -$7.04K -40 -20%
HR
914
Howe & Rusling
New York
$26K – – –
CSB
915
City State Bank
Iowa
$26K +$27.1K +154 New
CWAF
916
Core Wealth Advisors (Florida)
Florida
$26K +$27.1K +154 New
AIC
917
Archer Investment Corporation
Indiana
$25.8K -$1.41K -8 -5%
ADL
918
Asset Dedication LLC
California
$25K -$20.3K -115 -43%
CAM
919
Close Asset Management
United Kingdom
$25K -$4.93K -28 -15%
BWM
920
BerganKDV Wealth Management
Minnesota
$25K – – –
BWP
921
Baldwin Wealth Partners
Massachusetts
$25K +$26.4K +150 New
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$26.4K +150 New
BLC
923
Brown, Lisle/Cummings
Rhode Island
$25K +$26.4K +150 New
IAS
924
IMA Advisory Services
Colorado
$24K – – –
ICM
925
Islay Capital Management
Texas
$23K +$2.64K +15 +12%
35 36
37
38 39