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Hannon Armstrong Sustainable Infrastructure Capital
HASI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
376
Hager Investment Management Services
New Hampshire
$3.9K +$4K +100 New
APW
377
Allied Private Wealth
Florida
$3.74K +$4K +100 New
AWM
378
Abound Wealth Management
Tennessee
$3.08K – – –
DF
379
Downshift Financial
Colorado
$2.97K +$3.04K +76 New
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$2.54K – – –
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$2.07K – – –
HNW
382
High Note Wealth
Minnesota
$1.91K – – –
SGFG
383
Silver Grove Financial Group
New York
$1.33K +$1.36K +34 New
PMFA
384
Plante Moran Financial Advisors
Michigan
$1.09K +$1.12K +28 New
C
385
Covestor
United Kingdom
$1K +$280 +7 +25%
BWM
386
Bernard Wealth Management
Michigan
$821 – – –
GWM
387
Gilpin Wealth Management
Colorado
$821 – – –
IA
388
IFP Advisors
Florida
$820 -$160 -4 -16%
AW
389
Ankerstar Wealth
Texas
$781 – – –
APFP
390
Action Point Financial Planning
Michigan
$781 +$799 +20 New
JWA
391
JFS Wealth Advisors
Pennsylvania
$703 +$719 +18 New
TM
392
Torren Management
California
$431 – – –
TWD
393
True Wealth Design
Ohio
$430 – – –
BCV
394
Banque Cantonale Vaudoise
Switzerland
$430 +$440K +11,000 New
DCM
395
Davis Capital Management
Florida
$273 +$280 +7 New
GWS
396
Greykasell Wealth Strategies
California
$234 – – –
JWM
397
JPL Wealth Management
Colorado
$196 – – –
RIL
398
Rothschild Investment LLC
Illinois
$117 – – –
DF
399
Dunhill Financial
United Kingdom
$97 – – –
HFS
400
Hughes Financial Services
Virginia
$78 +$40 +1 +100%
14 15
16
17 18