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Hilton Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
QI
551
Qtron Investments
Massachusetts
$259K – – –
EFG
552
Everhart Financial Group
Ohio
$257K +$20.8K +138 +9%
IFWM
553
Institute for Wealth Management
Colorado
$256K – – –
FWA
554
FSM Wealth Advisors
Ohio
$253K +$11K +73 +5%
Oppenheimer & Co
555
Oppenheimer & Co
New York
$250K -$67.8K -449 -21%
Quadrant Capital Group
556
Quadrant Capital Group
Ohio
$250K +$50.1K +332 +25%
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$250K +$7.25K +48 +3%
CS
558
Comerica Securities
Michigan
$248K +$3.32K +22 +1%
KFA
559
Kelleher Financial Advisors
New York
$248K – – –
RPC
560
Rossmore Private Capital
Connecticut
$247K -$7.55K -50 -3%
SMA
561
Sage Mountain Advisors
Georgia
$243K +$1.06K +7 +0.4%
Circle Wealth Management
562
Circle Wealth Management
New Jersey
$241K – – –
Wilbanks Smith & Thomas Asset Management
563
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
CG
564
Cutler Group
California
$239K – – –
Avantax Advisory Services
565
Avantax Advisory Services
Texas
$237K -$29.3K -194 -11%
PWPS
566
Pinnacle Wealth Planning Services
Ohio
$234K -$1.21K -8 -0.5%
Fulton Bank
567
Fulton Bank
Pennsylvania
$232K -$53K -351 -19%
SIM
568
Sentry Investment Management
Wisconsin
$228K -$42.7K -283 -16%
IAIM
569
International Assets Investment Management
Florida
$226K +$1.51K +10 +0.7%
Forum Financial Management
570
Forum Financial Management
Illinois
$224K – – –
CT
571
Chicago Trust
Illinois
$223K +$224K +1,485 New
Davenport & Co
572
Davenport & Co
Virginia
$222K -$102K -677 -31%
GL
573
Graypoint LLC
New York
$220K +$222K +1,468 New
Independent Advisor Alliance
574
Independent Advisor Alliance
North Carolina
$216K +$217K +1,439 New
TIMH
575
Tilt Investment Management Holdings
New York
$216K – – –