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Churchill Downs
CHDN

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
401
HM Payson & Co
Maine
$3.1K +$3.29K +32 New
GA
402
Guerra Advisors
Florida
$2.72K +$2.88K +28 New
SS
403
Sunbelt Securities
Texas
$2.33K -$14.6K -142 -86%
HWM
404
Hemington Wealth Management
Virginia
$2K -$514 -5 -15%
GEA
405
Glen Eagle Advisors
New Jersey
$1.84K +$1.95K +19 New
MFT
406
Moisand Fitzgerald Tamayo
Florida
$1.36K – – –
MA
407
Montag & Associates
Georgia
$1.34K – – –
SC
408
SouthState Corp
Florida
$1.26K -$1.03K -10 -43%
JWA
409
JFS Wealth Advisors
Pennsylvania
$1.26K -$103 -1 -7%
Q1WB
410
Quest 10 Wealth Builders
Virginia
$1.16K +$1.23K +12 New
TFA
411
Transamerica Financial Advisors
Florida
$1.16K +$1.23K +12 New
CAL
412
Capital Advisors Ltd
Ohio
$1K – – –
TF
413
Tompkins Financial
New York
$970 – – –
CH
414
Cromwell Holdings
Wyoming
$777 – – –
ASN
415
Advisory Services Network
Georgia
$776 +$823 +8 New
LWMI
416
Legacy Wealth Management (Idaho)
Idaho
$680 – – –
EWP
417
Elevation Wealth Partners
California
$680 +$720 +7 New
RIL
418
Rothschild Investment LLC
Illinois
$679 +$206 +2 +40%
HFS
419
Hughes Financial Services
Virginia
$599 +$103 +1 +20%
BIA
420
Bell Investment Advisors
California
$583 – – –
QWM
421
Quaker Wealth Management
New Jersey
$583 +$309 +3 +100%
BWL
422
Bogart Wealth LLC
Virginia
$485 +$514 +5 New
FMP
423
Financial Management Professionals
Texas
$388 – – –
TIM
424
Tortoise Investment Management
New York
$388 +$206 +2 +100%
DPW
425
DiNuzzo Private Wealth
Pennsylvania
$312 – – –
15 16
17
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