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First Hawaiian

Name Holding Trade Value Shares
Change
Change in
Stake
LI
276
LRI Investments
Florida
$23.1K -$90K -3,498 -79%
RFP
277
Root Financial Partners
California
$22.5K +$11.9K +464 +103%
SL
278
Salomon & Ludwin
Virginia
$20.9K – – –
Advisory Services Network
279
Advisory Services Network
Georgia
$13.8K +$14.5K +562 New
UMB Bank
280
UMB Bank
Missouri
$12.9K -$360 -14 -3%
SN
281
Sittner & Nelson
Oregon
$12.3K – – –
SIS
282
Sound Income Strategies
Florida
$9.79K +$103 +4 +1%
Atlantic Union Bankshares
283
Atlantic Union Bankshares
Virginia
$9.46K +$9.88K +384 New
MAM
284
Meeder Asset Management
Ohio
$7.91K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$7.37K +$6.77K +263 +731%
TPWA
286
Twin Peaks Wealth Advisors
California
$7.15K +$7.46K +290 New
KFAS
287
Keating Financial Advisory Services
Kansas
$7.12K +$5.66K +220 +319%
BFS
288
Bare Financial Services
Pennsylvania
$7.07K +$129 +5 +2%
HWP
289
Highline Wealth Partners
California
$6.41K +$6.05K +235 +940%
PWA
290
Physician Wealth Advisors
Utah
$6.09K +$5.2K +202 +449%
JWM
291
JPL Wealth Management
Colorado
$5.91K +$6.18K +240 New
CMA
292
Cedar Mountain Advisors
Oregon
$5.52K +$5.77K +224 New
HNW
293
High Note Wealth
Minnesota
$4.83K – – –
EWP
294
Elevation Wealth Partners
California
$4.8K +$3.19K +124 +175%
MassMutual Private Wealth & Trust
295
MassMutual Private Wealth & Trust
Connecticut
$4.71K +$1.39K +54 +39%
AssetMark Inc
296
AssetMark Inc
California
$4.58K – – –
SIC
297
SJS Investment Consulting
Ohio
$4.49K +$335 +13 +8%
BWA
298
Basecamp Wealth Advisors
Washington
$3.94K -$515 -20 -11%
CFO
299
CVA Family Office
Colorado
$3.84K +$4.02K +156 New
JWA
300
JFS Wealth Advisors
Pennsylvania
$3.13K +$283 +11 +9%