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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$479K +$477K +1,574 New
PCS
727
Personal CFO Solutions
New Jersey
$475K +$56.4K +186 +14%
SB
728
Simmons Bank
Arkansas
$471K +$469K +1,548 New
IA
729
IFP Advisors
Florida
$465K +$38.2K +126 +9%
AW
730
Alteri Wealth
California
$465K +$11.2K +37 +2%
RAM
731
Ramirez Asset Management
New York
$464K – – –
BCM
732
Bannerstone Capital Management
Minnesota
$462K +$21.8K +72 +5%
MAWA
733
Moss Adams Wealth Advisors
Washington
$457K +$52.8K +174 +13%
AU
734
AlphaGrep UK
$451K -$260K -858 -37%
ICP
735
Impact Capital Partners
Colorado
$449K +$17.3K +57 +4%
HIP
736
HUB Investment Partners
Texas
$448K +$233K +768 +109%
7WCP
737
71 West Capital Partners
Massachusetts
$445K +$132K +434 +42%
NC
738
nVerses Capital
Florida
$441K +$440K +1,451 New
SAM
739
Silvercrest Asset Management
New York
$439K – – –
CAMG
740
CWA Asset Management Group
Florida
$439K +$31.5K +104 +8%
BA
741
Ballast Advisors
Minnesota
$439K -$36.4K -120 -8%
RZH
742
Relyea Zuckerberg Hanson
Connecticut
$437K -$1.21K -4 -0.3%
CIC
743
Chilton Investment Company
Connecticut
$428K -$284K -936 -40%
LTI
744
Laffer Tengler Investments
Tennessee
$428K +$46.4K +153 +12%
CAWM
745
Capital Advisors Wealth Management
Washington
$427K – – –
TCA
746
Transcend Capital Advisors
New Jersey
$427K +$85.2K +281 +25%
LFA
747
Legacy Financial Advisors
Kentucky
$426K +$41.2K +136 +11%
ZBNA
748
Zions Bancorporation, National Association
Utah
$424K -$499K -1,646 -54%
DWM
749
Drive Wealth Management
Utah
$423K -$6.97K -23 -2%
AFA
750
AA Financial Advisors
Ohio
$421K -$39.7K -131 -9%
28 29
30
31 32