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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
901
Anchyra Partners
Georgia
$314K +$18.7K +57 +6%
CCM
902
Capstone Capital Management
$314K +$312K +949 New
RA
903
Riversedge Advisors
Delaware
$314K +$312K +949 New
IA
904
IFC Advisors
California
$311K -$57.2K -174 -16%
CWMA
905
Capstone Wealth Management (Alabama)
Alabama
$310K +$308K +938 New
AGA
906
Accuvest Global Advisors
Utah
$309K +$307K +935 New
FIA
907
Foundations Investment Advisors
Arizona
$308K -$17.1K -52 -5%
CIA
908
Capital Investment Advisors
Georgia
$307K +$306K +930 New
SRC
909
Sage Rhino Capital
California
$307K +$986 +3 +0.3%
CWG
910
Cornerstone Wealth Group
North Carolina
$307K +$28.3K +86 +10%
OWA
911
Opal Wealth Advisors
New York
$306K -$80.5K -245 -21%
TCBWMS
912
Texas Capital Bank Wealth Management Services
Texas
$304K +$9.86K +30 +3%
MEAC
913
M.E. Allison & Co
Texas
$300K – – –
JIC
914
Joel Isaacson & Co
New York
$300K – – –
PCM
915
Permanent Capital Management
Illinois
$298K -$4.27K -13 -1%
PI
916
PFG Investments
New York
$298K -$63.4K -193 -18%
SWM
917
Spire Wealth Management
Virginia
$298K -$657 -2 -0.2%
JIC
918
Johnson Investment Counsel
Ohio
$297K +$3.29K +10 +1%
AF
919
Alerus Financial
North Dakota
$296K +$23.7K +72 +9%
SAM
920
Secure Asset Management
Michigan
$296K -$42.7K -130 -13%
TWP
921
Triad Wealth Partners
Kansas
$295K +$308K +937 New
BFPW
922
BOK Financial Private Wealth
Colorado
$292K -$120K -365 -29%
AWM
923
Aprio Wealth Management
Georgia
$291K +$5.26K +16 +2%
CCMG
924
Clark Capital Management Group
Pennsylvania
$289K +$22.3K +68 +8%
AA
925
Ancora Advisors
Ohio
$289K -$34.8K -106 -11%
35 36
37
38 39