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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$466K +$464K +1,411 New
CAWM
802
Capital Advisors Wealth Management
Washington
$464K – – –
RCA
803
Resonant Capital Advisors
Wisconsin
$463K +$12.5K +38 +3%
LA
804
LVW Advisors
New York
$461K +$111K +339 +32%
PCP
805
Proficio Capital Partners
Massachusetts
$458K +$456K +1,386 New
JSAM
806
J. Safra Asset Management
New York
$458K +$27.6K +84 +6%
OIAM
807
OFI Invest Asset Management
France
$455K +$111K +338 +27%
SFS
808
Sowell Financial Services
Arkansas
$450K +$23K +70 +5%
ICP
809
Impact Capital Partners
Colorado
$448K -$40.4K -123 -8%
ALAM
810
Asahi Life Asset Management
Japan
$446K +$443K +1,349 New
KCP
811
Kera Capital Partners
California
$445K +$64.7K +197 +17%
BRWA
812
B. Riley Wealth Advisors
Florida
$443K +$66.7K +203 +18%
AU
813
AlphaGrep UK
$441K -$49K -149 -10%
4WM
814
4J Wealth Management
Virginia
$440K -$9.86K -30 -2%
BI
815
BlueSpruce Investments
Illinois
$438K +$436K +1,326 New
WCA
816
Westover Capital Advisors
Delaware
$438K -$1.31K -4 -0.3%
LFAS
817
Level Four Advisory Services
Texas
$435K -$12.8K -39 -3%
PWA
818
Prairie Wealth Advisors
Nebraska
$434K – – –
FCBT
819
First Citizens Bank & Trust
North Carolina
$433K +$90.7K +276 +27%
CW
820
CreativeOne Wealth
Kansas
$431K -$108K -330 -20%
IAIM
821
International Assets Investment Management
Florida
$430K +$17.1K +52 +4%
CFP
822
Catalyst Financial Partners
Massachusetts
$429K -$2.96K -9 -0.7%
CBT
823
Central Bank & Trust
Kentucky
$425K +$422K +1,285 New
LAM
824
L2 Asset Management
Massachusetts
$422K +$15.1K +46 +4%
PMAM
825
Picton Mahoney Asset Management
Ontario, Canada
$421K +$419K +1,275 New
31 32
33
34 35