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Hilton Worldwide
HLT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Diversify Wealth Management
Utah
$246K +$22K +67 +10%
DAS
977
Diversify Advisory Services
Utah
$246K +$244K +742 New
SMC
978
Smith, Moore & Co
Missouri
$245K – – –
GDP
979
Great Diamond Partners
Maine
$245K +$986 +3 +0.4%
SCTC
980
Sanibel Captiva Trust Company
Florida
$244K +$3.94K +12 +2%
MHR
981
Matthew Hamilton Rosenberg
$244K – – –
TH
982
TCTC Holdings
Texas
$244K +$5.92K +18 +3%
KFP
983
Keener Financial Planning
Texas
$239K – – –
MWM
984
Modern Wealth Management
Kansas
$238K +$237K +721 New
MBT
985
Montecito Bank & Trust
California
$238K +$13.1K +40 +6%
LIM
986
Leavell Investment Management
Alabama
$236K -$92.7K -282 -28%
DE
987
Diversified Enterprises
Delaware
$235K +$1.64K +5 +0.7%
CSPIA
988
Cary Street Partners Investment Advisory
Virginia
$233K – – –
VFG
989
Victory Financial Group
Texas
$233K +$232K +705 New
IIL
990
Income Insurance Ltd
$232K – – –
KC
991
Kinloch Capital
Virginia
$231K – – –
HIA
992
Harbor Investment Advisory
Maryland
$231K -$3.29K -10 -1%
CFO
993
CVA Family Office
Colorado
$228K +$2.3K +7 +1%
DWM
994
Dakota Wealth Management
Florida
$226K +$225K +685 New
FG
995
Foster Group
Iowa
$226K +$225K +684 New
NG
996
Norden Group
Utah
$226K +$224K +683 New
FA
997
Fiduciary Alliance
South Carolina
$225K -$1.31K -4 -0.6%
RFP
998
Root Financial Partners
California
$224K +$83.8K +255 +60%
CAM
999
Claret Asset Management
Quebec, Canada
$224K -$60.5K -184 -21%
TWM
1000
TRB Wealth Management
Texas
$222K – – –
38 39
40
41 42