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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
551
Schechter Investment Advisors
Michigan
$383K +$25.9K +159 +8%
CG
552
Caprock Group
Idaho
$373K -$132K -810 -28%
EFG
553
Everhart Financial Group
Ohio
$359K +$42.4K +260 +15%
MFT
554
Moisand Fitzgerald Tamayo
Florida
$355K -$38.3K -235 -11%
OC
555
Oppenheimer & Co
New York
$354K +$45K +276 +17%
STA
556
Summit Trail Advisors
New York
$353K -$62.5K -383 -16%
BWCS
557
Beirne Wealth Consulting Services
Connecticut
$352K +$315K +1,933 New
CGL
558
Clarius Group LLC
Washington
$351K -$20.7K -127 -6%
CI
559
CX Institutional
Indiana
$351K -$6.69K -41 -2%
SWM
560
Spire Wealth Management
Virginia
$345K -$7.83K -48 -3%
FMLI
561
Fukoku Mutual Life Insurance
Japan
$341K – – –
IAA
562
Independent Advisor Alliance
North Carolina
$339K +$68.9K +422 +29%
HFM
563
Harvest Fund Management
China
$335K – – –
CBFP
564
Cedar Brook Financial Partners
Ohio
$330K -$48.1K -295 -14%
CIA
565
Concurrent Investment Advisors
Florida
$329K +$295K +1,806 New
ASN
566
Advisory Services Network
Georgia
$323K -$160K -983 -36%
BA
567
Ballast Advisors
Minnesota
$322K -$10.1K -62 -3%
EWM
568
Empirical Wealth Management
Washington
$322K +$59.6K +365 +26%
NIM
569
Northeast Investment Management
Massachusetts
$320K – – –
VAS
570
Vestmark Advisory Solutions
Massachusetts
$315K +$254K +1,557 New
QI
571
Qtron Investments
Massachusetts
$314K – – –
IFWM
572
Institute for Wealth Management
Colorado
$310K – – –
SQA
573
Simon Quick Advisors
New Jersey
$309K +$46.2K +283 +20%
CA
574
Cetera Advisors
Colorado
$307K +$48.8K +299 +22%
FB
575
Fulton Bank
Pennsylvania
$302K +$18.4K +113 +7%
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