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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
801
Daymark Wealth Partners
Ohio
$469K +$92.7K +282 +25%
IC
802
Inscription Capital
Texas
$467K +$465K +1,414 New
DWM
803
Drive Wealth Management
Utah
$467K +$6.9K +21 +2%
MWM
804
Mission Wealth Management
California
$466K +$464K +1,411 New
CAWM
805
Capital Advisors Wealth Management
Washington
$464K – – –
RCA
806
Resonant Capital Advisors
Wisconsin
$463K +$12.5K +38 +3%
LA
807
LVW Advisors
New York
$461K +$111K +339 +32%
PCP
808
Proficio Capital Partners
Massachusetts
$458K +$456K +1,386 New
JSAM
809
J. Safra Asset Management
New York
$458K +$27.6K +84 +6%
OIAM
810
OFI Invest Asset Management
France
$455K +$111K +338 +27%
SFS
811
Sowell Financial Services
Arkansas
$450K +$23K +70 +5%
ICP
812
Impact Capital Partners
Colorado
$448K -$40.4K -123 -8%
ALAM
813
Asahi Life Asset Management
Japan
$446K +$443K +1,349 New
KCP
814
Kera Capital Partners
California
$445K +$64.7K +197 +17%
BRWA
815
B. Riley Wealth Advisors
Florida
$443K +$66.7K +203 +18%
AU
816
AlphaGrep UK
$441K -$49K -149 -10%
4WM
817
4J Wealth Management
Virginia
$440K -$9.86K -30 -2%
BI
818
BlueSpruce Investments
Illinois
$438K +$436K +1,326 New
WCA
819
Westover Capital Advisors
Delaware
$438K -$1.31K -4 -0.3%
LFAS
820
Level Four Advisory Services
Texas
$435K -$12.8K -39 -3%
PWA
821
Prairie Wealth Advisors
Nebraska
$434K – – –
FCBT
822
First Citizens Bank & Trust
North Carolina
$433K +$90.7K +276 +27%
CW
823
CreativeOne Wealth
Kansas
$431K -$108K -330 -20%
IAIM
824
International Assets Investment Management
Florida
$430K +$17.1K +52 +4%
CFP
825
Catalyst Financial Partners
Massachusetts
$429K -$2.96K -9 -0.7%
31 32
33
34 35