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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1001
OneFund LLC
Florida
$167K +$8.84K +71 +6%
JFG
1002
JDM Financial Group
Texas
$162K – – –
HWM
1003
HighMark Wealth Management
Minnesota
$162K – – –
KB
1004
Kimelman & Baird
New York
$156K – – –
C
1005
Covestor
United Kingdom
$155K +$25.5K +205 +22%
BTI
1006
Blue Trust Inc
Georgia
$154K -$19.4K -156 -12%
RFS
1007
Richardson Financial Services
Massachusetts
$154K – – –
UCB
1008
United Community Bank
South Carolina
$151K -$252K -2,020 -65%
GWP
1009
Gen-Wealth Partners
Michigan
$146K -$3.11K -25 -2%
FP
1010
Financial Perspectives
Minnesota
$145K – – –
PPC
1011
Park Place Capital
Alabama
$140K +$4.86K +39 +4%
FC
1012
Fairscale Capital
New Hampshire
$139K -$2.74K -22 -2%
BT
1013
Banque Transatlantique
France
$133K -$22.3K -179 -15%
WWM
1014
Wolff Wiese Magana
California
$124K +$7.47K +60 +7%
RS
1015
Rakuten Securities
Japan
$124K -$85.2K -684 -43%
GCS
1016
Gordian Capital (Singapore)
Singapore
$124K – – –
CSPIA
1017
Cary Street Partners Investment Advisory
Virginia
$116K +$20.2K +162 +23%
SIC
1018
SJS Investment Consulting
Ohio
$109K +$51.1K +410 +105%
OFG
1019
Omega Financial Group
California
$107K -$44.2K -355 -31%
TWM
1020
Tripletail Wealth Management
Florida
$107K -$3.36K -27 -3%
BF
1021
BOK Financial
Oklahoma
$107K +$9.71K +78 +11%
TWC
1022
TD Waterhouse Canada
Ontario, Canada
$106K – – –
RF
1023
Roxbury Financial
New Jersey
$104K +$374 +3 +0.4%
CT
1024
Colonial Trust
South Carolina
$103K +$12.5K +100 +15%
DWS
1025
Dynamic Wealth Strategies
California
$102K -$49.4K -397 -35%
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41
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