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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
901
Nicolet Advisory Services
Wisconsin
$212K +$220K +1,635 New
AWM
902
Ariadne Wealth Management
California
$212K +$211K +1,564 New
CWS
903
Confluence Wealth Services
Pennsylvania
$211K +$213K +1,584 New
LJAC
904
L.J. Altfest & Co
New York
$210K – – –
TSWM
905
Tyler-Stone Wealth Management
Ohio
$209K +$214K +1,589 New
IC
906
Iconiq Capital
California
$209K +$214K +1,589 New
CC
907
Cornerstone Capital
California
$206K -$78.1K -580 -27%
QWP
908
Quotient Wealth Partners
Texas
$204K +$209K +1,555 New
DAM
909
Delta Asset Management
Tennessee
$204K – – –
AFT
910
Alpha Family Trust
California
$202K +$207K +1,540 New
SC
911
Summa Corp
Texas
$201K +$206K +1,532 New
OWA
912
Opal Wealth Advisors
New York
$201K +$206K +1,530 New
MG
913
Mather Group
Illinois
$184K -$5.39K -40 -3%
RS
914
R Squared
Hong Kong
$180K +$184K +1,366 New
PFG
915
Putney Financial Group
California
$178K +$183K +1,358 New
AF
916
Advisornet Financial
Minnesota
$177K -$2.69K -20 -1%
TWC
917
TD Waterhouse Canada
Ontario, Canada
$176K +$12.1K +90 +7%
BIG
918
Brooklyn Investment Group
New York
$173K -$9.97K -74 -5%
JFG
919
JDM Financial Group
Texas
$157K -$673 -5 -0.4%
CA
920
Continuum Advisory
Idaho
$156K +$4.31K +32 +3%
CFD
921
Creative Financial Designs
Indiana
$155K +$21.7K +161 +16%
ADL
922
Asset Dedication LLC
California
$152K +$9.7K +72 +7%
GITFIT
923
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$151K +$155K +1,150 New
RFS
924
Richardson Financial Services
Massachusetts
$149K +$67.5K +501 +80%
FC
925
Fairscale Capital
New Hampshire
$148K -$2.56K -19 -2%
35 36
37
38 39