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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
601
Old National Bancorp
Indiana
$366K +$119K +604 +54%
IFWM
602
Institute for Wealth Management
Colorado
$364K – – –
GL
603
Graypoint LLC
New York
$363K +$14K +71 +4%
CGL
604
Clarius Group LLC
Washington
$360K -$46.6K -237 -12%
EWM
605
Empirical Wealth Management
Washington
$358K -$17.5K -89 -5%
NW
606
NewEdge Wealth
Pennsylvania
$353K +$352K +1,788 New
KFA
607
Kelleher Financial Advisors
New York
$352K – – –
GWM
608
Gitterman Wealth Management
New Jersey
$350K +$323K +1,642 New
FWA
609
FSM Wealth Advisors
Ohio
$350K +$4.72K +24 +1%
IAIM
610
International Assets Investment Management
Florida
$348K +$1.38K +7 +0.4%
AAS
611
Avantax Advisory Services
Texas
$347K +$1.18K +6 +0.4%
RPC
612
Rossmore Private Capital
Connecticut
$347K – – –
CT
613
Chicago Trust
Illinois
$343K +$15.9K +81 +5%
WSTAM
614
Wilbanks Smith & Thomas Asset Management
Virginia
$340K – – –
LSAG
615
Lake Street Advisors Group
New Hampshire
$340K +$4.33K +22 +1%
WWM
616
Western Wealth Management
Colorado
$339K +$15.9K +81 +5%
GM
617
GeoWealth Management
Illinois
$338K +$312K +1,585 New
SP
618
Symmetry Partners
Connecticut
$337K – – –
DA
619
Duality Advisers
Florida
$331K +$305K +1,552 New
OC
620
Oppenheimer & Co
New York
$331K -$76.9K -391 -20%
BA
621
Ballast Advisors
Minnesota
$326K -$47.2K -240 -14%
RAM
622
Ramirez Asset Management
New York
$326K – – –
BFEC
623
Benjamin F. Edwards & Company
Missouri
$324K +$46K +234 +18%
CWM
624
Circle Wealth Management
New Jersey
$323K -$17.7K -90 -6%
FFM
625
Forum Financial Management
Illinois
$318K – – –
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