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ABNB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1201
Bay Harbor Wealth Management
Maryland
$6.3K +$1.91K +14 +47%
BFPW
1202
BOK Financial Private Wealth
Colorado
$6.15K +$5.87K +43 New
CFFP
1203
Center for Financial Planning
Michigan
$5.72K – – –
RWM
1204
Raffa Wealth Management
District of Columbia
$5.72K +$955 +7 +21%
CSB
1205
City State Bank
Iowa
$5.44K – – –
MCA
1206
McGuire Capital Advisors
Oklahoma
$5.29K +$4.09K +30 +429%
CYG
1207
Clean Yield Group
Vermont
$5.01K – – –
PFA
1208
Pillar Financial Advisors
Kentucky
$5.01K – – –
HFS
1209
Hughes Financial Services
Virginia
$4.87K +$2.32K +17 +100%
MLA
1210
MB, Levis & Associates
Pennsylvania
$4.72K – – –
PS
1211
Planning Strategies
Pennsylvania
$4.72K +$4.5K +33 New
ADL
1212
Asset Dedication LLC
California
$4.58K +$3K +22 +220%
LF
1213
LifeSteps Financial
California
$4.29K +$4.09K +30 New
FCAS
1214
First Command Advisory Services
Texas
$4.15K -$22.8K -167 -85%
OPTFSNA
1215
Old Point Trust & Financial Services N A
Virginia
$4.15K – – –
MIM
1216
Marshall Investment Management
Colorado
$4.15K +$3.96K +29 New
PP
1217
Pacifica Partners
Canada
$3.72K – – –
EAM
1218
Eukles Asset Management
Ohio
$3.58K – – –
PG
1219
Proffitt & Goodson
Tennessee
$3.58K – – –
RCM
1220
Raleigh Capital Management
North Carolina
$3.58K – – –
CFM
1221
Compass Financial Management
Florida
$3.58K +$3.41K +25 New
FRA
1222
Front Row Advisors
California
$3.52K +$2.59K +19 New
CTC
1223
Central Trust Company
Missouri
$3.44K +$3.27K +24 New
WA
1224
Whipplewood Advisors
Colorado
$3.43K -$8.59K -63 -72%
RWM
1225
Rialto Wealth Management
New York
$3.29K +$955 +7 +44%
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