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Hyatt Hotels
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
451
Hughes Financial Services
Virginia
$2.24K – – –
FFO
452
Fortitude Family Office
Arizona
$2.08K -$613 -4 -24%
RWM
453
Raffa Wealth Management
District of Columbia
$2.08K – – –
MA
454
Montag & Associates
Georgia
$2K -$153 -1 -8%
CIAS
455
CBIZ Investment Advisory Services
Ohio
$1.92K – – –
BAM
456
Bellevue Asset Management
Washington
$1.92K – – –
PPC
457
Park Place Capital
Alabama
$1.6K – – –
SFS
458
Sunrise Financial Services
Washington
$1.6K +$1.53K +10 New
ZBNA
459
Zions Bancorporation, National Association
Utah
$1.6K +$1.53K +10 New
SIC
460
SJS Investment Consulting
Ohio
$1.44K +$613 +4 +80%
CA
461
CoreCap Advisors
Michigan
$1.44K +$1.38K +9 New
SEP
462
Signature Equity Partners
Ohio
$1.44K +$1.38K +9 New
TM
463
Torren Management
California
$1.13K +$1.07K +7 New
NSIM
464
North Star Investment Management
Illinois
$1.12K – – –
CH
465
Cromwell Holdings
Wyoming
$962 – – –
CFM
466
Cornerstone Financial Management
Massachusetts
$802 +$766 +5 New
BHWM
467
Bay Harbor Wealth Management
Maryland
$801 +$153 +1 +25%
CPG
468
Cornerstone Planning Group
New Jersey
$791 +$766 +5 New
PWA
469
Physician Wealth Advisors
Utah
$642 +$613 +4 New
EW
470
Elyxium Wealth
California
$641 +$613 +4 New
RWM
471
Rialto Wealth Management
New York
$481 – – –
TFA
472
Transamerica Financial Advisors
Florida
$481 +$153 +1 +50%
BFS
473
Bare Financial Services
Pennsylvania
$481 +$460 +3 New
CTC
474
Central Trust Company
Missouri
$481 +$460 +3 New
OC
475
Optima Capital
Oregon
$481 +$460 +3 New
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